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Notion database formulas and template setup

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Notion database formulas and template setup

Example result

Example for the Standard package

Spreadsheet template: invoice tracker for a small agency

Sheet layout — tab "Invoices"

ColumnHeaderFilled by
AInvoice #You
BClientYou (drop-down from tab "Clients")
CIssue dateYou
DAmountYou
EPayment terms (days)Formula
FDue dateFormula
GPaid onYou (leave empty until paid)
HStatusFormula
IDays overdueFormula

Formulas (excerpt, 6 of 10)

E2 — payment terms from the client list =IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30) Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.

F2 — due date =IF(C2="", "", C2 + E2) Adds the terms to the issue date. Stays empty for blank rows.

H2 — status =IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open"))) Paid if a payment date is entered; otherwise Overdue after the due date, else Open.

I2 — days overdue =IF(H2="Overdue", TODAY() - F2, "")

Dashboard!B2 — total outstanding =SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")

Dashboard!A5 — balance by client (one formula fills the table) =QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)

Where to paste

  • Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
  • Paste the two Dashboard formulas once; they update by themselves
  • Conditional formatting on H2:H500: text is "Overdue" → light red fill

Edge cases handled

  • Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
  • Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
  • Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead

Check example

Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.

Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."

The client and all details are made up.

About this service

Notion formulas use their own syntax, and since Formulas 2.0 they can work with lists, relations and multi-line logic. We write formula properties for progress bars, due date warnings, status labels, streaks and totals pulled through relations, and plan the database properties and views around them. Old formulas that broke after the update are rewritten in the current syntax.

What is included

  • What you getFormulas ready to paste into formula properties, the list of properties and relations, and steps to set up views. Delivered as text on the order page.
  • Formula propertiesWritten in Formulas 2.0 syntax
  • Progress barsFrom checkboxes or related tasks
  • Date warningsDue soon, overdue, done on time
  • Relations and rollupsTotals across linked databases
  • Views setupBoard, calendar and filtered lists

How it works

  1. 1
    BriefYou describe the database and goals
  2. 2
    FormulasWe write formulas and plan properties
  3. 3
    SetupYou paste them in and set views

What we need from you

What the database is for, the properties it has now with their types, and what each formula should show.

We will ask you:

  • What will you use the database for?
  • Which properties does it have now?
  • What should the formulas show?
  • Is it personal or shared with a team?

Compare packages

PackagesBasicUp to 3 Notion formulas$10StandardOne database set up with up to 10 formulas$25PremiumUp to 3 linked databases, up to 15 formulas$49
Deadline1 day2 days3 days
Revisions123
Formula propertiesup to 3up to 10up to 15
Databases plannedNo1up to 3, linked
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Payment protection

You pay when you order, but the money is released only for accepted work.

  • Fixed priceThe package price does not change after you pay.
  • The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
  • Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
  • Free revisionsAsk for changes within your brief as many times as the package allows.
  • Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
  • Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
How it works →

Questions and answers

My formulas broke after Notion's update. Can you fix them?

Yes. Paste the old formula text, and we rewrite it in the current syntax with the same result.

Do you send a template link I can duplicate?

No, we do not work inside Notion accounts. You get the structure and formulas as text, and building them takes a few minutes.

Can a formula change other pages?

No, a Notion formula only shows a value. For actions across pages we describe how to set up a database button or Notion's own rules.

Packages
Order · $25· 2 days