Send a monday.com Invoice to a Client Who Doesn't Have a Monday Account

If you’re new to invoicing from monday.com, one of the first questions you ask is: does my client have to be in my monday workspace? No. Easy Invoice publishes a public share link for every invoice — your client opens it in any browser, views the document, and downloads the PDF themselves. No account, no login, no monday.com branding.

Here’s the full flow.

How it works

Every invoice in Easy Invoice can be published as a public URL. The first time you click Link on an invoice, Easy Invoice generates a random URL token and hosts the document at that address. Re-clicking Link doesn’t generate a new URL — it gives you the same link to copy again.

The URL itself is unguessable. It acts as a soft “anyone with the link can view” credential — similar to a Google Doc share link or a Notion public page. There’s no separate password to remember.

Sending the link

1. Open the invoice from your Invoices board.
2. Click Link in the document editor toolbar.
3. A popover opens with the URL and a Copy button. Tap Copy.
4. Paste into your delivery channel of choice: email, iMessage, WhatsApp, Slack, SMS, whatever your client uses.

That’s it. Your client opens the link, sees a clean view of the invoice exactly as the PDF would print, and can hit Download PDF to save the file locally.

What the client sees

When a client opens the share URL, they see:

• The invoice document, formatted as the PDF would print.
• A Download PDF button.
• No Easy Invoice branding, no monday.com branding, no login screen.

That last point matters. Clients shouldn’t have to figure out what tool you used to make their invoice — they should just get the invoice.

Updates after sharing

If you edit the invoice after publishing the link, the client sees the updated version the next time they reload. That’s helpful for quick fixes (typos, small adjustments before payment) but it does mean you should be careful with substantive changes — best practice is to issue a new invoice or credit note rather than rewriting a sent one.

Why this beats emailing a PDF

Two practical wins:

• No “did you get my email?” The link works whether the email is delayed, filtered, or unread.
• Faster on mobile. Mobile-side, Link is the only share path Easy Invoice exposes (mobile browsers don’t support local PDF generation reliably). Sending a link from your phone is one tap into iMessage; sending a PDF attachment isn’t.

On revocation

If you need to revoke a published link, the simplest path today is to delete or archive the invoice on the Invoices board — the public URL stops resolving. Explicit “revoke link” is on the roadmap; contact support@bam-apps.com if you need it sooner.

Try it

If you haven’t already, install Easy Invoice from the monday.com marketplace and publish your first link. Most users go from “draft invoice” to “client has the link” in under a minute.

Related reading

• Help: sharing an invoice with a public link
• Invoicing on your phone
• How to create your first invoice in monday.com