The Customers board is one of the three boards Easy Invoice’s workspace template creates. It powers the BILL TO autocomplete in the document editor — pick a customer there and their details auto-fill on every invoice and quote.
The default columns
The workspace template ships with the columns Easy Invoice reads. The most important ones:
| Column | What it does |
|---|---|
| Name (item name) | The display name shown in the BILL TO search dropdown. |
| Auto-fills into BILL TO. | |
| Phone | Auto-fills into BILL TO. |
| Billing address | Multi-line address that appears under the customer name on the document. |
| Customer number | Optional unique reference (for example CUS-0001). Useful when you have customers with similar names. |
You can rename, hide, or reorder columns on the board — Easy Invoice reads them by their internal IDs, not by their displayed labels.
Adding a new customer
The easiest path is to add the customer on the board:
- Open the Customers board.
- Click + Add item and type their name.
- Open the item and fill in email, phone, and billing address.
You can also create one-off customers directly from the document editor’s BILL TO field — type the details and Easy Invoice will use them on that document. They won’t be saved back to the Customers board automatically, though, so if you’ll bill them again, add them to the board.
Importing an existing customer list
Use monday.com’s standard import tools to bring in a CSV — the column mapping interface lets you map your CSV columns to the Customers board columns. Once imported, the customers appear in BILL TO search immediately.
Auto-numbering customers
If you want sequential customer numbers (CUS-0001, CUS-0002, …), set the prefix in Settings → Document Numbers and Easy Invoice will assign the next number when you create a customer from the editor.