Easy Invoice Blog
Guides, tips, and updates for Easy Invoice on monday.com.
Invoice Simple is Now on monday.com — Meet Easy Invoice
If you've used Invoice Simple (invoicesimple.com) to send invoices from your phone or desktop, the document editor inside Easy Invoice will feel familiar. That's because it's built by the same team — and rebuilt natively for monday.com.
Send a monday.com Invoice to a Client Who Doesn't Have a Monday Account
Your client doesn't need a monday.com account to receive an invoice — Easy Invoice's public share link turns any invoice into a URL they can open from any browser. Here's how the flow works and why it's the default on mobile.
Meet BAM: Three monday.com Apps for Finance, Documents, and Team Culture
BAM publishes three apps on the monday.com marketplace, covering the three places monday users most often have to leave the platform: invoicing, embedded documents, and team celebrations. Here's a quick tour.
The Quote-to-Invoice Workflow in monday.com — From Approved Quote to Sent Invoice in One Click
The moment between an approved quote and a sent invoice is the most error-prone in the entire client lifecycle: re-keying line items, forgetting to update the date, copying the wrong rate. Easy Invoice's one-click quote-to-invoice converts the approved quote into a draft invoice with everything carried across.
Use a monday.com Board as Your Product Catalog — Then Invoice From It
Most invoicing tools force you to maintain a separate product catalog inside the invoicing app. Easy Invoice flips that — your monday.com Items board is the catalog. Edit a rate there, and every future invoice uses the new rate.
Your monday.com Customers Board Is Your CRM and Your Invoicing Address Book
If your team already tracks customers in monday.com — for sales, support, or project work — that same board can power your invoicing. Easy Invoice reads BILL TO autocomplete directly from your Customers board, so there's no second customer list to keep in sync.
Make Every Invoice Look Like Yours: PDF Branding in Easy Invoice
A generic-looking invoice is a missed opportunity. Five minutes in Easy Invoice settings — logo, company details, tax label, document title — and every PDF you send for the next decade carries your brand.
Invoice From Your Phone — Easy Invoice Goes Anywhere monday.com Goes
Most monday.com apps stop at the desktop browser. Easy Invoice doesn't — it runs as a full Custom Object view inside the monday.com mobile app, so a tradesperson on site, a consultant between meetings, or a founder at a conference can spin up an invoice in under a minute.
How to Share Invoices with Clients Using Easy Invoice
Download a PDF or publish a shareable link — two ways to get invoices to your clients without leaving monday.com.
Easy Invoice vs. Monday's Built-In Invoice Templates: Which Should You Use?
Monday.com ships invoice templates as part of its Work OS — and for some teams they're enough. For teams sending real invoices to real customers, the gap between a template board and a proper invoicing tool gets obvious quickly.
How to Set Up Your Company Branding in Easy Invoice
Make your invoices look professional — set up company details, currency, tax rates, and auto-numbering in under 5 minutes.
5 Tips to Speed Up Your monday.com Billing Workflow
These 5 tips will cut your invoicing time in half — from auto-numbering tricks to smart status workflows.
How to Convert a Quote to an Invoice in monday.com
Easy Invoice converts approved quotes to draft invoices automatically — customer details, line items, and pricing all carry over.
How to Create Your First Invoice in monday.com
Learn how to install Easy Invoice, connect your boards, and create a professional invoice in under 5 minutes — without leaving monday.com.
How to Create and Send Invoices in monday.com
Yes — Easy Invoice lets you create and send professional invoices without leaving monday.com. Here's everything you need to know.