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Easy Invoice

Invoicing made easy

Create, edit, and manage professional invoices and quotes right inside monday.com. No more switching between tools — your board stores the data, and Easy Invoice gives you a beautiful document editor to work with it.

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Everything You Need to Invoice

Easy Invoice transforms your monday.com boards into a complete invoicing workspace. Create professional invoices and quotes with a document-style editor that feels natural and looks great.

Key Features

  • Document-Style Editor — A clean, WYSIWYG editor where the layout matches the final PDF exactly
  • Quote-to-Invoice Workflow — Approved quotes automatically convert to draft invoices with all data carried over
  • Customer Management — Pick customers from your Customers board with auto-filled details, or enter one-off clients
  • Product Catalog — Browse your Products & Services board and add line items with pre-populated descriptions and rates
  • Client-Side PDF Generation — Download professional PDFs instantly — invoice content never leaves your browser
  • Shareable Invoice Links — Publish invoices with a unique URL your clients can view anytime
  • Smart Status Workflow — 9 lifecycle stages from Draft to Paid, with automatic group transitions
  • Multi-Currency Support — 18 currencies with proper formatting
  • Tax & Discounts — Configurable tax rates (Tax/GST/VAT) and per-line discounts
  • Auto-Numbering — Configurable prefixes with auto-incrementing numbers (INV-0001, QUO-0001)

Getting Started

Install Easy Invoice from the monday.com marketplace and add it as a board view.

Install the app Connect your boards Create an invoice

More Features

A clean, document-style editor where the layout matches the final PDF. Edit inline and preview instantly.

Document editor Quote-to-invoice PDF and share Settings

Frequently Asked Questions

How does Easy Invoice work with monday.com?
Easy Invoice adds a board view to your monday.com workspace where you can create, edit, and manage invoices and quotes. It reads customer and product data from your boards and provides a document-style editor that generates professional PDFs.
Is my invoice data stored securely?
Yes. All invoice, quote, customer, and product data is stored in your own monday.com boards — not on external servers. PDF generation happens client-side in your browser, so invoice content never leaves your machine.
Can I convert quotes to invoices automatically?
Yes. Easy Invoice includes a quote-to-invoice workflow — when you approve a quote, a draft invoice is created automatically with all customer details, line items, and pricing carried over.
What currencies does Easy Invoice support?
Easy Invoice supports 18 currencies with proper formatting, including USD, EUR, GBP, AUD, NZD, CAD, and more. You can set your default currency in the app settings.