Database, Planning

Notion For Finance: A Timesheet With Invoice Sum

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🏦 Track Hours Worked

Use this Notion timesheet to track projects from clients, the time spent on each project, and generate invoice suggestions based on your hourly rate. This template has two databases. One is to capture projects and client info. The other is to record how many hours you worked toward completing a project. In other words, a timesheet. Here’s how it works.

The Project Database

Insert all projects and client info here including:

  • Hourly rate for each project

  • Client and client email

  • Hourly or flat rate

If a project is not an hourly gig and is being done at a flat rate, the Final Invoice will generate the flat rate you provide if the Done checkbox is true.

Click to expand

The To Invoice property will tally up a total suggested dollar amount for every project as sessions are completed.

There is another database view for archived projects. Just because a project is done doesn’t mean it’s finalized. Archive a project when all payments are made. Archived projects will disappear from the main database view into this one.

 

The Timesheet Database

Record tasks and assign Start and End Times to record time spent on each. Here you’ll record how long each session was. A reference to the project’s Hourly Rate will appear, and an invoice suggestion too.

Hours between the end and start time always round up. (ex. 4.2 hours = 5)

Click to expand

I’m a big fan of tracking in Notion. It can be such a breeze to use. I have a pomodoro planner that functions similarly if you want to take a look.
— Red
 

Further Reading