Of course, you first have to get access to the Notion payment summary template. Click one of the two buttons at the top of the post in order to get there.
To do that, hit the "Duplicate" button in the top-right corner of the page with the template.
You're now one of the payment summary Notion template owners, so feel free to use it as many times as you wish!
This payment summary Notion template was made specifically so that freelancers won't lose track of their previous work experiences' payouts.
It's important to know how much you were paid and why you were paid that money.
With the help of this Notion payment summary template, you'll always know where did your money come from, and what job did you exactly do for that cash.
As soon as you open the Notion payment summary template, you can see the table entitled "Financials summary". The purpose of the table is to define all of the payments, the invoices, the total amount of money and the current status. There are four sections added by us, but feel free to add or remove as many sections as you want. At the end of the day, it's your very own template, so you can (and should) adjust it to all of your needs.
You'll then see the "Payment details" section. Here we always suggest typing all of the bank-related details of the payment, such as the bank's name, the IBAN, the SWIFT and the reference numbers. These IDs can help you easily identify the summary of the payments when you want to learn more about these. To be precise, these IDs are the most helpful when you go to your bank and ask for such details.
Sometimes, clients have even more expectations and extra to-dos that they want to be done faster. If there's any last-minute task that you really don't want to forget, but though, a task that you have to do quickly in-between your other tasks, make sure to add it in the list. Simply hit "ENTER" between any of the existing expectations and start writing it. Then, mark check it off finished.
