
What's included in this download
Instant digital download, reusable source files, and setup guide are included with your Pro subscription.
PDF business template
Print-ready, A4 and US Letter
Excel / Sheets version
Formula-ready, editable cells
Canva editable file
Fully branded, drag-and-drop editing
Freelancer Business OS — Clients, Invoices & Finance
The complete Notion + Excel system for freelancers: CRM to track every client and project, invoice generator, contract templates, income/expense tracker, and quarterly tax estimator.
Built for freelancers who are tired of tracking clients in a notebook, invoicing from memory, and guessing at tax season. The Notion CRM shows every client, active project, deadline, invoice status, and outstanding payment in one view — filtered and sorted exactly how you need it. The Google Sheets income tracker calculates your effective hourly rate, monthly revenue, and quarterly tax estimate automatically. The invoice template auto-populates from your client database, calculates totals, applies your terms, and exports to PDF in two clicks. Includes five professionally written contract templates (web development, graphic design, copywriting, photography, consulting) that have been reviewed for enforceability. The project pipeline board tracks leads from 'proposed' to 'paid' with one-click status updates. Solo operators using this system report saving 3-4 hours/week on admin.
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Everything you get inside
No guessing. Here's exactly what's in the download — every file, every tab, every feature.
Files included
- PDF business template
- Excel / Sheets version
- Canva editable file
Key features
- Pre-built formulas & automation
- Mobile & desktop compatible
- Beginner-friendly setup guide
- Customisable colours & fonts
License & access
- Personal use — unlimited
- Commercial use — client projects
- Re-download while subscribed
- Free updates included
Freelancer Business OS — Clients, Invoices & Finance
OmniAura Pro · $15/mo · cancel anytime