How to Create and Send Invoices in monday.com

Yes — Easy Invoice lets you create, edit, and send professional invoices directly from your monday.com boards, with a document-style editor, client-side PDF generation, customer management, and quote-to-invoice workflows. It’s free for monday.com accounts with up to 2 users.

What You Can Do with Easy Invoice

Easy Invoice turns your monday.com workspace into a full invoicing system. Here’s what’s included:

• Invoices and quotes — create professional documents with a live editor that shows exactly what your client will see
• Customer management — store client names, emails, and billing addresses in a dedicated Customers board
• Products and services catalog — maintain a reusable list of line items with descriptions and rates
• PDF generation — download polished PDFs instantly, generated entirely in your browser so your data never leaves your machine
• Shareable links — publish invoices as web links your clients can view anytime
• Quote-to-invoice conversion — approved quotes convert to draft invoices with one click

Key Stats

Easy Invoice supports 18 currencies, 9 document lifecycle stages (from Draft to Paid), and auto-numbering with custom prefixes like INV-0001 or QT-0001. According to FreshBooks, small businesses that send invoices within 24 hours get paid up to 2x faster — Easy Invoice makes that easy by keeping invoicing inside the tool you already use.

Get Started in 3 Steps

1. Install and Connect Your Boards

Install Easy Invoice from the monday.com marketplace, then add it as a board view. The app works with three boards: Customers, Products & Services, and Quotes & Invoices. Follow the getting started guide to connect them.

2. Configure Your Settings

Set your company name, address, currency, and tax rates. Choose between Tax, GST, or VAT labels and set up auto-numbering prefixes for invoices and quotes. A Xero study found that 60% of small businesses spend more than 5 hours per month on invoicing — proper setup here saves you time on every future invoice.

3. Create Your First Invoice

Click New Invoice, select a customer, add line items from your Products board, adjust quantities and discounts, and preview. When it looks right, download the PDF or publish a shareable link.

Who Is Easy Invoice For?

Easy Invoice is built for small to mid-sized teams already using monday.com for project management:

• Freelancers and consultants who want to invoice clients without a separate billing tool
• Small agencies tracking projects in monday.com and billing from the same workspace
• Operations teams managing vendor quotes and purchase orders alongside their workflows
• Startups that need professional invoicing without the overhead of a full accounting suite

Research from Wasp shows that 82% of small businesses fail due to cash flow problems. Sending invoices faster and tracking their status in the same tool where work happens helps close that gap.

What’s Next?

• Read the getting started guide for a detailed walkthrough
• Learn how to convert quotes to invoices with one click
• Set up your company branding for professional-looking documents
• Explore tips to speed up your billing workflow