How to Share Invoices with Clients Using Easy Invoice

Easy Invoice gives you two ways to share invoices with clients: download a PDF instantly or publish a shareable link. Both work directly from your monday.com board — no external tools, no file uploads, no email integrations required. Here’s how each method works and when to use it.

Option 1: Download a PDF

Easy Invoice generates polished, print-ready PDFs directly in your browser. Click the download button on any invoice and the PDF is ready in seconds.

How Client-Side Generation Works

Unlike most invoicing tools, Easy Invoice generates PDFs entirely in your browser. Your invoice data is never sent to an external server for rendering. This means:

• Privacy — sensitive client and financial data stays on your machine
• Speed — no waiting for a server round-trip; the PDF generates instantly
• Offline capability — once the app is loaded, PDF generation works even with a spotty connection

According to a Ponemon Institute study, 60% of small businesses have experienced a data breach. Client-side PDF generation eliminates one potential exposure point by keeping your financial data off third-party servers.

When to Use PDFs

• Your client requires a PDF attachment for their records or accounting system
• You need to archive a final, immutable copy of the invoice
• The invoice is being submitted through a formal procurement portal
• You want a local backup alongside the monday.com record

Option 2: Publish a Shareable Link

Publishing an invoice creates a unique web link your client can view anytime. They don’t need a monday.com account, an app download, or any special software — just a browser.

How to Publish

1. Open the invoice in Easy Invoice
2. Click Publish to generate the shareable link
3. Copy the link and send it to your client via email, Slack, WhatsApp, or any messaging tool

The published invoice displays your company branding, line items, totals, and tax — formatted identically to the PDF version. Research by PaySimple shows that businesses offering digital payment and viewing options get paid up to 3x faster than those relying solely on mailed or attached invoices.

When to Use Shareable Links

• You want the fastest way to get an invoice in front of your client
• Your client prefers viewing invoices online rather than downloading files
• You may need to update the invoice after sending (corrections, adjustments)
• You’re sending invoices via messaging platforms where PDF attachments are inconvenient

Choosing Between PDF and Shareable Link

Here’s a quick comparison:

• Speed — Shareable links are faster to send (copy-paste a URL); PDFs require an attachment
• Updatability — Shareable links reflect the latest version if you edit the invoice; PDFs are static snapshots
• Formality — PDFs feel more formal and are better for official records; links are more casual
• Accessibility — Links work on any device with a browser; PDFs may need a reader app on mobile
• Archiving — PDFs are easier to store locally; links depend on the app remaining active

Many teams use both: publish a shareable link for quick client review, then download the PDF once the invoice is finalized for their own records. A Billtrust study found that 73% of businesses now accept invoices in digital format, so either method works for most clients.

Security Considerations

Both sharing methods are designed with data privacy in mind:

• PDFs are generated client-side — your data never touches an external rendering server
• Shareable links use unique, unguessable URLs — only people with the link can access the invoice
• No authentication required for the viewer — this makes links easy to use but means you should share them through secure channels
• You control the lifecycle — you can unpublish a link if it’s no longer needed

For sensitive invoices, consider downloading a PDF and sending it through an encrypted email or secure file-sharing service.

Get Started

Set up your invoicing workspace with the getting started guide and start sharing professional invoices from monday.com today.