Help Center

Find answers for all BAM Apps on monday.com.

Easy Invoice

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.

Google Easy Embed

Getting Started

Add Google Easy Embed to your monday.com board, connect Google, and embed your first file.

Connect to Google

Authorize Google Easy Embed to access files from your Google Drive.

Select a File to Embed

Use the Google file picker to choose a Doc, Sheet, Slide, or Form to embed.

Features

Toolbar Overview

A tour of the toolbar at the top of the embedded view — file options, access mode, display mode, support, and Google account.

Access Modes

Choose what your team can do with an embedded file — view, comment, edit, or restrict access entirely.

Display Modes

Control how much of the Google interface is visible in the embedded view.

File Options

Change or remove the embedded file from the current view.

Setup

Permissions and sharing

How Google Easy Embed's access modes interact with Google's own sharing permissions — and what teammates and external guests see when they open a board.

Help

Support

How to get help with Google Easy Embed, plus solutions to common issues.

Group Card

Getting Started

Install Group Card, create your first card, invite teammates, and schedule delivery — all from inside monday.com.

Creating a card

A step-by-step walkthrough of the Group Card creation wizard — occasion, template, recipient, delivery date, and opening effect.

Inviting contributors

Invite teammates from your monday.com workspace to sign a Group Card, and send nudge reminders to anyone who hasn't signed yet.

Signing

Signing a card

How to write your message — text, fonts, colours, GIFs, and the live preview — when you're invited to sign a Group Card.

Managing cards

The organizer dashboard

A tour of the three-tab card detail view — Signers, Preview, and Settings — and what you can do from each.

Delivery

Delivery and the recipient experience

How scheduled and manual delivery works, and what the recipient sees when their card arrives.

Help

Troubleshooting and access

Common issues with Group Card — access restrictions, signing as the recipient, missing notifications — and how to resolve them.

Features

Card templates overview

How Group Card's 20+ templates are organised by occasion, what each template comes with, and how to pick the right one.

GIF and sticker library

How contributors add a GIF to a card message using Group Card's built-in Giphy picker — and what custom-image options exist today.