Copywriter Finance Lite
Copywriter Finance Lite is the free Notion template every freelance writer needs to keep track of payments and revenue without stress.
Managing finances as a copywriter can be overwhelming — invoices, payments, late clients, and revenue goals scattered across emails or spreadsheets. This minimalist system gives you a clear and simple view of your freelance income so you always know where your money is coming from.
With Copywriter Finance Lite, you can:
- Track invoices & payments – record amounts, clients, and due dates in one place.
- Monitor payment status – easily mark invoices as Draft, Sent, or Paid so you never lose track.
- View simple revenue charts – see your total earnings and payment trends at a glance.
- Keep client finances organized – link payments back to clients or projects (optional).
- Stay on top of cash flow – avoid missed payments and keep your freelance business financially healthy.
Why use Copywriter Finance Lite?
Because freelancing is more than just writing — it’s running a business. Staying on top of your finances helps you charge what you’re worth, track late payments, and make smarter decisions. This template gives you the essentials in a clean, no-clutter system.
Who it’s for:
- ✍️ Freelance copywriters handling multiple clients
- 💼 Writers who send invoices and want a simple tracker
- 📊 Freelancers looking to visualize their income trends
- 🚀 Anyone starting to manage their writing as a business
What’s inside:
- Finance Database (Client, Amount, Due Date, Status, Notes)
- Views: All Invoices (Table), Unpaid Invoices (Filtered Table)
- Chart: Monthly Revenue Trend
- Minimalist dashboard to keep things clean
⚡ Start with Copywriter Finance Lite today for free — and when you’re ready to level up with complete client, task, and content management, upgrade to Copyrighter OS for the full powerhouse system.
Lifetime access to this Template