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Templates / Invoice & Payment Tracker

FREE TEMPLATE

Invoice & Payment Tracker
Connect it, and reminders start.

A simple invoice tracker for freelancers and small studios. Works on its own — connect it to Kapsel to automatically email unpaid clients before and after the due date, escalate overdue invoices, and never remind anyone who has already paid.

Duplicate (free)Try Kapsel free

After duplicating, replace the sample rows with your own data (real addresses in the Email column).

WHAT'S INSIDE

What’s inside

Columns Kapsel can watch as-is

Client, amount, due date, status (Unpaid / Paid), and email — matching Kapsel’s recommended setup.

Ready-made views

Unpaid list, due-date calendar, and paid archive.

Sample rows to try

Overdue, due-soon, and paid samples so you can see the behavior right away.

STEP

How it works — 3 steps

STEP1

Duplicate it

Click “Duplicate” to copy this Notion database into your own workspace.

STEP2

Swap in your invoices

Replace the sample rows with your real invoices. Put real addresses in the Email column.

STEP3

(Optional) Connect Kapsel

Sign in at getkapsel.com and pick this database — the columns map automatically.

AUTOMATION

What you can automate once connected

The template works on its own; connect Kapsel and the chasing becomes automatic too.

Remind before & on the due date

Only unpaid clients get an automatic email as the due date approaches.

Escalate when overdue

Past due and still unpaid? Kapsel follows up automatically (Standard+).

Never remind paid invoices

Once the status is Paid, sending stops. No double-chasing.

Personalize with merge fields

Drop the client name, amount, and due date into the message automatically.

Reaches non-Notion clients

They just get an email; one click writes the status back to Notion.

Read more: Notion payment reminders for freelancers ・ Automatic overdue invoice reminders

Start by duplicating it.

The template is free. When you want the chasing automated too, connect Kapsel.

Duplicate (free)Try Kapsel free

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