How to Create Your First Invoice in monday.com

Creating professional invoices shouldn’t require switching between tools. Easy Invoice lets you create, edit, and send invoices directly from your monday.com workspace. Here’s how to get started.

Step 1: Install Easy Invoice

Head to the monday.com marketplace and install Easy Invoice. Once installed, open any board, click the ”+” to add a view, and select Easy Invoice.

Step 2: Set Up Your Workspace

Easy Invoice works with three boards:

• Customers Board — stores client names, emails, and addresses
• Products & Services Board — your line items with descriptions and rates
• Quotes & Invoices Board — where invoices and quotes live as items

The app will prompt you to connect these boards on first launch.

Step 3: Create Your First Invoice

1. Open the Easy Invoice view on your Quotes & Invoices board
2. Click New Invoice to create a draft
3. Select a customer from your Customers board (or enter details manually)
4. Add line items from your Products & Services board
5. Adjust quantities, discounts, and tax as needed
6. Preview the document — the editor shows exactly what the PDF will look like

Step 4: Download or Share

Once your invoice looks right:

• Download PDF — generates instantly in your browser (your data never leaves your machine)
• Publish — creates a shareable link your client can view anytime

That’s it — your first invoice is done, and you never left monday.com.

What’s Next?

• Set up auto-numbering for your invoices (INV-0001, INV-0002, etc.)
• Configure your company details, logo, and currency in Settings
• Try the quote-to-invoice workflow — create a quote, get approval, and it converts to a draft invoice automatically