Easy Invoice Help
Get the most out of Easy Invoice. Guides and how-tos for everything from installation to advanced features.
Getting Started
Getting Started
Install Easy Invoice, set up the workspace template, and publish your first invoice.
Creating an invoice
Step-by-step walkthrough of creating a new invoice in Easy Invoice — picking a customer, adding line items, configuring tax, and publishing.
Creating a quote
How to create, send, and track quotes in Easy Invoice — and turn them into invoices when approved.
Setup
Setting up your Customers board
How the Customers board powers BILL TO autocomplete, and what fields Easy Invoice reads when you pick a customer.
Setting up your product catalog
How the Items board powers line-item autocomplete on invoices and quotes, and what fields auto-fill when you pick a product.
Workflows
Converting a quote to an invoice
When a customer approves a quote, convert it to a draft invoice in one click — customer details, line items, rates, and tax all carry over.
Sharing an invoice with a public link
Publish an invoice as a public URL your client can open without a monday.com account, view the document, and download the PDF.
Features
PDF generation and branding
How Easy Invoice generates PDFs client-side, and how to customise your company branding (logo, name, tax label, document titles) so every PDF looks like yours.
Invoicing on your phone
Easy Invoice runs inside the monday.com mobile app — create quotes and invoices, preview them, and share a public link from your phone.