Accounts Receivables and Payables Tracker
This is an essential tool for businesses, it tracks money owed by customers and money owed to suppliers, helping maintain healthy cash flow and financial transparency.
Do you feel overwhelmed managing your customer and vendor balances and feel lost which invoices are pending due for settlement?
This Notion template is all you need to manage all your customer and vendor balances with a simple and easy to use interface setting accounts, opening balances, entering transactions and much more.
Are you looking to automate PDF generation for repetitive documents like invoices, agreements, contracts, certificates, reports, letters etc?
AutoDocCreator lets you instantly generate PDFs from Google Docs using data from your Notion Database. All generated PDFs are automatically saved back into Notion — zero manual steps needed.
No Coding Required, No Technical Skills Needed, Just One-Click Automation!
It requires 2 things:
- Google Doc Template: A template file with placeholders in {{...}} format (e.g., {{InvoiceNumber}}, {{ClientName}}).
- Notion Database: Acts as a database with matching headers like ClientName, InvoiceDate for seamless placeholder mapping.
How It Works
1. Install the AutoDocCreator extension
- Install the extension and setup the automation.
- One-time setup and configuration
- Quick 5-minute installation process
2. Add placeholders onto the Google Document
- Copy Notion Database properties placeholders
- Paste them into your Google Document template
- One-time setup per document template
3. Schedule the Automation and Generate PDFs
This is where the true magic happens! Schedule the automation to run as per your requirement.
- Set your preferred automation schedule
- Automatically scans Notion database
- Generates PDFs using Google Document template
- Saves PDFs directly to Notion database
Features:
- Add your customer and vendor details easily on one glance
- Enter Receivable and Payable Transactions easily and get updated balances easily.
- Track Invoices Pending Due, Total Balances and get a Quarterly overview of receivable and payable balances
FAQ
1. What is Notion?
Notion is an all-in-one workspace that allows you to take notes, add tasks, manage projects, and get organized. Whether you're writing or planning, Notion has a versatile design for getting things done.
2. What is Notion template?
Notion templates are pre-built Notion components that can be imported into your Notion workspace and are a great way to boost your productivity in Notion.
3. Will this template be available for all devices?
Yes the template is accessible across all smartphone and laptop devices which are running on Android, iOS or Mac and Windows OS.
4. Will this template be available in other currencies (such as Euro, Yen, Pound etc)?
Yes the template is available in over 36+ different currencies across the globe.
The instructions video attached in the template explains how to change the currency from USD to your preferred currency.
Click Here to know about the currencies supported
5.How I will receive a template?
After purchase, you'll receive a link to duplicate the Notion template to your workspace.
6. Will I need to pay to use Notion?
No, Notion does offer a free plan with no strings attached.
You only need to pay once for purchasing the template and then enjoy lifetime access for the same
7. How can I become an affiliate?
Reach out to me at notionformyuse@gmail.com and I will assist further.
8. Is there a refund policy for the template?
Accounts Receivables and Payables Tracker hasn't provided you with any value? Email notionformyuse@gmail.com; we'll give you a refund within the first 30 days of purchase (for valid reasons).
You'll get a duplicatable Notion resource