Getting Started

Install Easy Invoice, set up the workspace template, and publish your first invoice.

This guide walks you through installing Easy Invoice, configuring the workspace template, and creating your first invoice.

Overview

  1. Install the Easy Invoice App
  2. Install the Workspace Template
  3. Edit and Publish Your Invoice

Step 1 — Install the Easy Invoice App

  1. Visit the monday.com Marketplace and search for “Easy Invoice”
  2. Click Install and complete the account integration prompts
  3. Open the monday.com board you want to use for invoice management
  4. Click the + button at the top of your board, next to your existing views
  5. Choose Apps from the view options
  6. Find and select Easy Invoice

The app displays a welcome screen inside a new board view.

Install Easy Invoice

Step 2 — Install the Workspace Template

  1. From the welcome screen, click Open Template Center (opens in a new tab)
  2. Click Use template to add the Easy Invoice workspace template
  3. Return to the Easy Invoice board view and click Check for Boards to confirm installation

The template creates an Easy Invoice folder containing:

  • Customers — contact and billing information
  • Items — product and service catalog
  • Quotes — organized by status (draft, sent, approved, declined, expired)
  • Invoices — organized by status (draft, sent, overdue, paid)

Sample data is included so you can explore straight away. Once the boards are detected, the editor loads automatically.

Connect your boards

Step 3 — Edit and Publish Your Invoice

  1. Go to the Invoices board and open the Easy Invoice board view
  2. Click New Invoice in the sidebar. A blank invoice is generated with an auto-assigned number (for example, INV-0001)
  3. In the BILL TO section, type a customer name to search your Customers board. Select a customer and their details populate automatically
  4. Add line items by clicking the + button below the line items table. Type in the Description field to search your Items board — selecting a product auto-fills description, rate, and unit
  5. Adjust Rate, Qty, and Taxable as needed. Totals recalculate automatically
  6. Click PDF in the toolbar to download the invoice as a PDF, or click Link to generate a shareable link for your client

When you publish a link, a popover with a Copy button appears so you can share via email, text, or chat.

Create an invoice

Document editor

PDF and share

Optional — Configure Your Settings

Open the Settings page to customize Easy Invoice for your business.

Company Details — your company name, tax number, email, phone, and address. These appear in the FROM section of every invoice and quote.

Preferences

  • Currency — select from 18 supported currencies (USD, EUR, GBP, AUD, and more)
  • Tax Rate and Tax Label — set the default tax percentage and label (e.g. Tax, GST, VAT)
  • Document Titles — customize the printed titles on invoices and quotes (e.g. “Tax Invoice”, “Quotation”)
  • Document Numbers — set the prefix for auto-generated numbers (e.g. INV-, QUO-, CUS-, ITM-)

Click Save Changes when you’re done.

Settings