Consultant Invoice Ledger
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Notion4Business
Your streamlined billing & cash flow tracker.
β¨ What It Does
- Tracks invoices by client and project.
- Flags unpaid and overdue invoices instantly.
- Organizes invoices by client to show top earners.
- Provides a clear monthly revenue breakdown.
π Pre-Built Views & Charts
- Unpaid Invoices β Filter: Status = Sent or Overdue.
- Overdue Invoices β Filter: Status = Overdue.
- Invoices by Client β Board grouped by Client.
- Bar Chart: Revenue per Month.
- Pie Chart: Invoices by Status.
π Who Itβs For
Freelancers and consultants who want to stay on top of payments and get a clear financial snapshot.
"This tracks your money β but in Consultant OS, invoices connect back to contracts, projects, and clients so you know exactly where revenue is coming from."
Lifetime access to this Template
β Track cash flow in seconds
β Client-based grouping
β Revenue insights
β Payment clarity
β Consultant-friendly
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