Create & send invoices and quotes from your boards
Create, edit, and send professional invoices and quotes — without ever leaving monday.com.
Easy Invoice turns your monday.com boards into a complete invoicing workspace. No spreadsheets, no external tools, no double entry. Your board stores the data, the board view is the experience — a clean, document-style editor that looks exactly like the final PDF.
In short:
✅ Document-style editor — what you edit is what you get in the PDF
✅ Quote-to-invoice workflow — approve a quote and a draft invoice is created automatically
✅ Customer and product catalog — pick from your boards, auto-fill the details
✅ Client-side PDF generation — download or publish a shareable link
✅ Publish your invoice as a shareable link - send to your client in email, TXT or your prefered chat client.
✅ 100% hosted on monday.com's platform — no external databases or servers
Stop juggling spreadsheets and external invoicing tools.
If you're using monday.com to manage projects, you've probably hit this wall: you track the work in monday, then switch to another tool to invoice for it. You re-type customer details, copy line items, and hope nothing gets lost. It breaks the flow.
Easy Invoice is the fix. Install the workspace template, configure your company details, and start invoicing — all inside monday.com.
Features
📄 Document-style editor — a clean, InvoiceSimple-inspired form that looks like the final invoice. Edit and preview in one place.
👥 Customer picker — search your Customers board, select a customer, and their details auto-fill. No re-typing.
📦 Product catalog — browse your Items board, pick products or services, and line items populate with description, rate, and unit type.
🔄 Quote-to-invoice conversion — approve a quote and a draft invoice is created with all line items, customer details, and terms carried over.
💰 Tax, discounts & multi-currency — configurable tax rate (Tax/GST/VAT), percentage or fixed discounts, and 18 supported currencies.
📑 PDF generation — generate professional Quotes and Invoices, Download instantly as a PDF or publish as a shareable link.
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"description": "<p>Create, edit, and send professional invoices and quotes — without ever leaving monday.com.</p><p>Easy Invoice turns your monday.com boards into a complete invoicing workspace. No spreadsheets, no external tools, no double entry. Your board stores the data, the board view is the experience — a clean, document-style editor that looks exactly like the final PDF.</p><p>In short:</p><p>✅ Document-style editor — what you edit is what you get in the PDF</p><p>✅ Quote-to-invoice workflow — approve a quote and a draft invoice is created automatically</p><p>✅ Customer and product catalog — pick from your boards, auto-fill the details</p><p>✅ Client-side PDF generation — download or publish a shareable link</p><p>✅ Publish your invoice as a shareable link - send to your client in email, TXT or your prefered chat client.</p><p>✅ 100% hosted on monday.com's platform — no external databases or servers</p><p>Stop juggling spreadsheets and external invoicing tools.</p><p>If you're using monday.com to manage projects, you've probably hit this wall: you track the work in monday, then switch to another tool to invoice for it. You re-type customer details, copy line items, and hope nothing gets lost. It breaks the flow.</p><p><strong>Easy Invoice</strong> is the fix. Install the workspace template, configure your company details, and start invoicing — all inside monday.com.</p><p><strong>Features</strong></p><p>📄 Document-style editor — a clean, InvoiceSimple-inspired form that looks like the final invoice. Edit and preview in one place.</p><p>👥 Customer picker — search your Customers board, select a customer, and their details auto-fill. No re-typing.</p><p>📦 Product catalog — browse your Items board, pick products or services, and line items populate with description, rate, and unit type.</p><p>🔄 Quote-to-invoice conversion — approve a quote and a draft invoice is created with all line items, customer details, and terms carried over.</p><p>💰 Tax, discounts & multi-currency — configurable tax rate (Tax/GST/VAT), percentage or fixed discounts, and 18 supported currencies.</p><p>📑 PDF generation — generate professional Quotes and Invoices, Download instantly as a PDF or publish as a shareable link.</p><p>🔢 Auto-numbering — configurable prefixes and auto-incrementing numbers (INV-0001, QUO-0012, CUS-003).</p><p>Who it's for</p><ul><li>Freelancers and small businesses invoicing directly from monday.com</li><li>Agencies tracking projects in boards and billing clients from the same workspace</li><li>Operations teams managing quotes, approvals, and invoices in a single workflow</li><li>Anyone tired of switching between monday.com and an external invoicing tool</li></ul><p>Got Questions?</p><p>📧 <a href=\"mailto:support@bam-apps.com\" rel=\"noopener noreferrer\" target=\"_blank\">Contact Support</a></p>",
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