A free Notion template for freelancers: a client list and a project tracker with overdue flags. Works on Notion's free plan.
On the Notion page, click Duplicate (top right) and pick your workspace.
Lite covers clients and projects. The full Freelancer Ops OS links them to your invoices, expenses and a monthly tax set-aside ledger, so you can see who owes you and how much to put aside.
| Feature | Lite (free) | Full ($12) |
|---|---|---|
| Clients database with pipeline board | ✓ | ✓ |
| Projects board with overdue flags | ✓ | ✓ |
| Total billed, paid and outstanding per client ("Owes me" view) | – | ✓ |
| Project timeline, hours logged and effective hourly rate | – | ✓ |
| Invoices database: unpaid and late views, days outstanding | – | ✓ |
| Expenses database: categories, deductible flag, receipts | – | ✓ |
| Monthly tax set-aside ledger (net profit × your rate) | – | ✓ |
| Dashboard and one-click "New client / project / invoice / expense" buttons | – | ✓ |
| Invoice, project and client page templates | – | ✓ |
One-time payment. 14-day refund if the template doesn't work for you (refund policy).
The full Freelancer Ops OS adds invoices, expenses, a tax set-aside ledger, a dashboard, buttons and templates, all linked to your clients and projects. Duplicate it into Notion the same way as Lite (the free plan works).
Get the full version for $12 see full details
One-time payment. 14-day refund if the template doesn't work for you (refund policy). The tax tracker is a budgeting estimate, not tax advice.