Easy Invoice gives you two ways to send an invoice: download the PDF and email it yourself, or publish a public share link your client can open in any browser. The link flow is the only flow available on mobile, and it’s usually the faster option on desktop too.
What the client sees
When your client opens the share URL, they see:
- The invoice document, formatted exactly as the PDF would print.
- A Download PDF button so they can save the file themselves.
- No login, no account creation, no monday.com branding — just the invoice.
The URL itself is unguessable (a random token, not a sequential ID), so links act as a soft “anyone with the link can view” credential, similar to a Google Doc share link.
Step 1 — Open the invoice
Open the invoice from your Invoices board.
Step 2 — Click Link
Click Link in the document editor’s toolbar. The first time, Easy Invoice generates and publishes the URL. After that, the same URL is reused — re-clicking Link on the same invoice gives you the existing link to copy again, not a new one.
Step 3 — Copy and send
A popover opens with the URL and a Copy button. Tap or click Copy, then paste into your delivery channel of choice — email, iMessage, WhatsApp, Slack, whatever your client uses.
Updates after sharing
If you edit the invoice after sharing the link, the client sees the updated version the next time they reload the page. That’s useful for quick fixes (correcting a typo or adjusting a line item before the client has paid) but it means you should be cautious about substantive changes after delivery — best practice is to issue a credit note or new invoice for material changes after sending.
Revoking access
If you need to revoke access to a shared invoice, the simplest path is to delete or archive the invoice on the Invoices board — the public URL stops resolving. (We’re tracking explicit “revoke link” as a planned improvement; contact support@bam-apps.com if you need it sooner.)
Mobile note
On mobile, Link is the primary share mechanism — there’s no PDF download button in the mobile editor because mobile is link-first. See invoicing on your phone for the full mobile flow.