Money dashboard
Owed to you, overdue, due in the next 7 days, paid this month and open quotes, at the top of the page.
Notion template for solo freelancers
Know who owes you.
Know who owes you.
Follow up on time.
SoloClerk is a calm back office in Notion: clients, quotes, projects, invoices and payment reminders, connected in one place. Open it and see what's owed, what's overdue and who to remind today.
- One-time payment
- Instant access after checkout
- 30-day refund
Your money right nowSample dataOwed to you
$3,150
Overdue
$2,200
Paid this month
$1,750
Open quotes
$3,000
INV-001Maya · Brand refreshFinal reminder$1,200
INV-002Leo · Website copyFriendly reminder$500
INV-004Atlas ConsultingDue this week$650
The problem
The work is done. The money is somewhere in your inbox.
When you run the business side alone, the simple questions take the longest to answer.
"Who still owes me?"
Amounts live across emails, a spreadsheet and your memory, so you never quite trust the total.
"Did I already remind them?"
Follow-ups slip, or you send them late because writing the message feels awkward.
"What happened to that quote?"
Proposals go out and nobody tracks which ones turned into paid work.
How it works
One flow, from first quote to paid.
Every record is linked, so totals, due dates and reminder stages update on their own.
Quote
Track proposals, their value and when to follow up. See your win rate.
Project
Link won work to a project with tasks, dates and its open invoice total.
Invoice
Log what you billed. The due date comes from the client's payment terms.
Paid
Record full or partial payments. Overdue lists and income by month update.
What's inside
Everything a solo business needs to stay on top of money.
Six connected Notion databases and a home page that answers the important questions first.
Reminders that write themselves
Each overdue invoice moves through friendly, firm and final stages, with a ready message and one-click Email or WhatsApp links.
Due dates from payment terms
Set Net 14 or Net 30 once per client. Every invoice gets the right due date automatically.
Printable payment request
Line items, amount due and your business details on a clean page you can print or save as PDF.
Quotes & income
A proposal pipeline with win rate, income by month, and monthly retainer tracking.
Built-in checks
Flags common mistakes, like a paid invoice without a payment date or a client without contact details.
A closer look
Clear views for the jobs you do every week.
📣 Send a reminder today Sample
Hi Maya, a quick note that invoice INV-2026-001 for $1,200 is now past due. Could you let me know when payment is planned? Thanks so much.
✉️ Email it💬 WhatsApp it
🧾 Payment request Sample
INV-2026-001 · Brand refresh
Logo concepts $800
Style guide $400
Logo concepts $800
Style guide $400
Amount due$1,200
📝 Quotes & proposals Sample
Sent
Website auditNewsletterWon
Brand refreshLost
App copyAll names and amounts shown are sample data included in the template, not customer results.
Is it a fit?
Made for one-person businesses.
Great for
- ✓ Freelancers, consultants, designers, writers and developers
- ✓ Anyone billing a handful of clients each month
- ✓ People who already use Notion, or want one simple place to start
- ✓ Billing in USD or ILS
Not designed to
- – Issue legal tax invoices or receipts
- – Replace accounting software or an accountant
- – Send emails automatically (you click to send)
- – Run a large team with shared permissions
Pricing
One small payment. Yours to keep.
No subscription. Buy once, duplicate it into your Notion and make it yours.
Not ready yet? Start with the free Lite tracker.
$8one-time
- ✓ Full SoloClerk workspace for Notion
- ✓ Clients, Projects, Tasks, Invoices, Line Items, Quotes
- ✓ Money dashboard and reminder stages
- ✓ Payment reminder scripts and printable payment request
- ✓ 5-minute "Start here" guide and sample data
Secure checkout by Gumroad · Receipt by email · 30-day refund
FAQ
Questions, answered.
Do I need a paid Notion plan?
No. It's built to work on Notion's free plan. You duplicate the template into your own workspace.
What do I get after I pay?
Gumroad emails you a receipt with a link to the template. Open it, click Duplicate (top right) and follow the 5-minute "Start here" page.
Does it create tax invoices or receipts?
No. SoloClerk tracks what you billed and what's been paid. Keep issuing official documents with your usual invoicing or accounting tool.
Can I track shekels as well as dollars?
Yes. Each invoice can be in USD or ILS.
What if a client pays only part of an invoice?
Record the amount paid. The open balance shows what's still owed, and the invoice stays on your list until it's paid in full.
Will it work on my phone?
Yes, through the Notion app. Setup is easiest on a computer, and day-to-day checks work fine on your phone.
Are the numbers in the screenshots real?
No. They're sample data included so you can see how the views work. Every database has a "Sample data" view, so clearing them takes a minute.
Is my data private?
Your copy lives in your own Notion workspace. SoloClerk has no access to it.
30-day refund
If SoloClerk isn't right for you, email support@soloclerk.com or reply to your Gumroad receipt within 30 days of purchase and you'll get a full refund.