Free version
A free client tracker for Notion.
Clients, projects and invoices in three linked databases. No role-specific fields, no cost.
Free. A zip of CSV and Markdown files. Works with Notion's free plan.
Dashboard
Active work3 in view · Projects
Unpaid invoices2 in view · Invoices
| Invoice # | Client | Amount | Due | Status |
|---|---|---|---|---|
| INV-0003 | Example Studio | $250 | Sent | |
| INV-0002 | Placeholder Ltd. | $400 | Overdue |
Rendered from the template's own example data.
The whole dashboard
Three views, all built on the three databases. Everything below is the example data that ships with the template.
Dashboard
Active work3 in view · Projects
Waiting on client2 in view · Projects
| Project | Client | Stage | Due |
|---|---|---|---|
| Landing page copy | Sample Co. | Quoted | |
| Monthly report | Placeholder Ltd. | Waiting on client |
Unpaid invoices2 in view · Invoices
| Invoice # | Client | Amount | Due | Status |
|---|---|---|---|---|
| INV-0003 | Example Studio | $250 | Sent | |
| INV-0002 | Placeholder Ltd. | $400 | Overdue |
Example data is fictional.
In the zip
Three CSV databases, two Markdown pages and an import guide.
Client-tracker-for-freelancers.zip
Clients.csv
Projects.csv
Invoices.csv
Start here.md
Dashboard setup.md
IMPORT_GUIDE.mdNeed trade-specific fields?
The trade versions add revision rounds, per-word rates or usage rights on top of this structure. They will cost $19 each, or $39 for all three, once checkout opens.
Get early access to the trade versions
Checkout opens soon. Join the early-access list and we will email you once when it does. We never sell or share the list. See the privacy policy.
Questions
Do I need a paid Notion plan?
No. It works on the free plan.
How do I get the template?
Checkout is not open yet. When it opens, your receipt will have a Duplicate link at the top: click it while you are logged in to Notion. The purchase also includes a zip of CSV files and an import guide, in case you prefer files. The free version is a zip you can download now.
Does it send invoices or take payments?
No. It records invoices so you can see what is unpaid. Bill and collect with your own invoicing tool or bank, and check your local rules for what an invoice needs.
Is this made by Notion?
No. It is an independent template and is not affiliated with Notion Labs, Inc.
What happens to my data?
Nothing leaves your Notion account. The template is a copy that lives in your workspace, and we never see what you put in it.
What about refunds?
Once checkout is open, email ops@quietlathe.com within 14 days if it does not work for you and we will refund the purchase.