Hineri Catalog | Template 4 | individual creator

Solo Creator — Revenue Management Template
Invoices + payments (incl. partial) visible in one row

A Notion template for solo creators (illustration / design / photo) to complete invoice issuance → payment reconciliation → overdue alerts. With partial-payment-aware Payment Status Auto + paid-aware Overdue Days logic, it supports cashflow management.

⚠ This template uses only Notion's standard features and is a manual-workflow template. Bank API / credit-card auto reconciliation / automatic invoice PDF generation are not included. For final accounting / tax decisions, please consult a tax advisor.

$12 / ¥1,480

individual template (one-time purchase)

Sound familiar?

💸

Missing unpaid invoices

You forget after issuing an invoice, two months pass, and you miss the dunning timing — collection rate drops.

🧾

Managing partial payments

50% of the order amount paid up front, and the remainder lives only in your head.

📊

Revenue trends invisible

Monthly / per-client revenue scattered in Excel, and tax-filing season becomes an aggregation hell.

3 Twists

Original design choices not found in generic templates.

💰

A. aggregate-linked formula trio

Balance Due + Payment Status Auto + Overdue Days — three formulas reference rollups, automatically displaying partial / overdue / paid in one row. Partial-state progress % is also visualized.

🟡

B. Payment Status Auto with progress %

Actual-amount progress % from Total Paid / Total Amount, shown as emoji + number. Intuitive notation like "🟡 partial (50%)".

C. paid-aware Overdue Days

Auto-zeroes on completion (Total Paid >= Total Amount); if-guard prevents the false-positive of "past dunning → still alerting after completion".

What's included

📊 2 databases

  • ・ Invoices (16 fields + 3 rollups + 3 formulas)
  • ・ Payments (7 fields)
  • ・ 23 fields total

📐 4 views

  • ・ Invoices: All Pending / Overdue / By Status (board)
  • ・ Payments: Recent

📑 Design notes

  • ・ § How the aggregate-linked formula trio works
  • ・ § Partial / monthly retainer recording examples
  • ・ § Overdue alert operational tips

🎬 14 sample rows

  • ・ Invoices × 6 (full paid / partial 50% / unpaid / overdue 30/90 days / draft)
  • ・ Payments × 8 (split-payment + lump-sum patterns)

Initial setup in ~10 minutes after purchase

(Estimate. Varies with Notion familiarity, typing speed, and network conditions.)

  1. (~2 min) Add one invoice to Invoices (enter Invoice # / Client / Total Amount)
  2. (~1 min) Set Due Date → update Status to sent
  3. (~2 min) Add one payment to Payments (Amount = full) → Total Paid rollup updates
  4. (~2 min) Balance Due / Payment Status Auto auto-switch to paid
  5. (~3 min) Check By Status view in board UI; add a partial-payment pattern to Payments as test

Who this is for / NOT for

✅ For

  • ・ Solo creators (illustration / design / photo / video) with 5–30 monthly invoices
  • ・ Partial payments / monthly retainers in the mix
  • ・ Want to see monthly revenue trends in Notion before tax filing
  • ・ Want to combine with creator-clients-db for invoice → client linkage

❌ Not for

  • ・ Those using accounting SaaS like freee / Money Forward end-to-end (duplicate)
  • ・ Those expecting bank-API auto reconciliation
  • ・ Those expecting automated invoice PDF generation (out of Notion scope)
  • ・ 100+ invoices/month (dedicated accounting SaaS recommended)

FAQ

Q. Are invoice PDFs auto-generated?

A. No. You can print / save one row as PDF via Notion's standard features, but automatic rendering of invoice-template PDFs is not included.

Q. Auto-reconcile with bank deposits?

A. Out of scope. Payments are recorded manually in Payments DB. For auto integration, consider accounting SaaS like freee / Money Forward.

Q. Auto-compute tax inclusive / exclusive?

A. The Tax Inclusive checkbox exists, but tax-amount auto computation is not included. Operate Total Amount with a consistent rule for tax-inclusive vs tax-exclusive entry.

Q. Returns / refunds?

A. Due to digital-product nature, returns after duplication are not accepted. For defects, contact [email protected] within 7 days. See the Specified Commercial Transactions Act disclosures.

Disclosures under the Specified Commercial Transactions Act (Japan)

Seller
Hineri (trade name, sole proprietor)
Representative name
Available upon request
Address
Available upon request
Contact
[email protected] / phone available upon request
Price
$12 (¥1,480 incl. tax in JP; each store converts automatically to local currency)
Payment methods / timing
Credit card (Visa / Mastercard / AMEX / JCB), PayPal, and each store's payment methods (Lemon Squeezy / Gumroad / Polar / BOOTH). Charged at order confirmation.
Delivery
Immediately upon payment completion (auto-delivered by each store). Notion duplication link provided on the completion screen + confirmation email.
Return policy
Due to the nature of digital products, returns / refunds after duplication are not accepted in principle. If Notion duplication fails or the product is defective, contact support within 7 days of purchase for individual response.
Operating environment
Notion (Free Plan or above), mainstream web browsers (Chrome / Firefox / Safari / Edge, latest versions). A Notion account is required.

※ These are the disclosures of Hineri Catalog (sole proprietorship). Equivalent disclosures are posted on each store page (Lemon Squeezy / Gumroad / Polar / BOOTH).

Trademark / Attribution Notice

Amazon, Amazon.com.jp, and Amazon Marketplace are trademarks or registered trademarks of Amazon.com, Inc. Rakuten Ichiba is a trademark of Rakuten Group, Inc. minne is a trademark of GMO Pepabo, Inc. BASE is a trademark of BASE, Inc. eBay is a trademark of eBay Inc. Etsy is a trademark of Etsy, Inc. Shopify is a trademark of Shopify Inc. Notion is a trademark of Notion Labs, Inc. Zoom is a trademark of Zoom Video Communications, Inc. Loom is a trademark of Loom, Inc. Google Drive is a trademark of Google LLC. This template and this LP are NOT business partners or official partners of the above companies; the names are listed solely as supported platforms.

Solo-creator revenue management template that visualizes invoices + payments (incl. partial) in one row.

$12 / ¥1,480 one-time. Operational immediately with a Notion account.

Buy now

Available on Lemon Squeezy / Gumroad / Polar / BOOTH

¥1,480 / $12 Buy Gumroad Polar Lemon Squeezy BOOTH