About this template
In the field of financial organization, we are proud to present the jewel in the crown: the indispensable tool for ambitious and visionary entrepreneurs. Distinguishing features: 1-Invoices: Each invoice is presented as a masterpiece, easily accessible and beautifully organized. 2-Segmented customers: Customize your approach to meet the unique needs of your customers. Luxury is in the details, and our template allows you to segment with elegance. 3-Optimized and customizable database: Customized data for your specific needs. A blank canvas that allows you to design your own path to financial success. 4-Payment status: All unpaid: To maintain vigilant control. Backward: For a proactive approach. Draft: Where perfection becomes form. Sent: For immediate follow-up. Partially paid: A step toward transparency. Paid: The pinnacle of transactional art.
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More by Insigné | English
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
