Getting Started

Getting Started with Easy Invoice

Get up and running in a few minutes. This guide walks you through installing the Easy Invoice app, setting up the workspace template, and creating your first invoice.

• Step 1: Install the Easy Invoice App
• Step 2: Install the Workspace Template
• Step 3: Edit and Publish Your Invoice

Step 1: Install the Easy Invoice App

1. Go to the monday.com Marketplace and search for Easy Invoice.
2. Click Install and follow the prompts to add it to your account.
3. Open the monday.com board where you want to manage invoices.
4. Click the + button at the top of your board, next to your existing views.
5. Select Apps from the view options.
6. Search for Easy Invoice and select it.

The app will open as a new board view and display the welcome screen.

[screenshot placeholder: marketplace install]

Step 2: Install the Workspace Template

1. On the welcome screen, click the Open Template Center button. This opens the monday.com template center in a new tab.
2. Click Use template to add the Easy Invoice workspace template to your account.
3. Go back to the Easy Invoice board view and click Check for Boards to verify the template was installed.

The template creates an Easy Invoice folder in your sidebar with everything you need:

• Customers — contact and billing details
• Items — your products and services catalog
• Quotes — draft, sent, approved, declined, and expired quotes
• Invoices — draft, sent, overdue, and paid invoices

Sample data is included so you can explore the app right away. Once the boards are detected, the app will load the editor.

[screenshot placeholder: setup panel]

[screenshot placeholder: template center]

Step 3: Edit and Publish Your Invoice

1. Navigate to the Invoices board and open the Easy Invoice board view.
2. Click New Invoice in the sidebar. A blank invoice is created with an auto-generated number (e.g. INV-0001).
3. In the BILL TO section, type a customer name to search your Customers board. Select a customer and their details auto-fill.
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 the description, rate, and unit.
5. Adjust the Rate, Qty, and Taxable fields as needed. The totals update automatically.
6. Click PDF in the toolbar to download your invoice as a PDF, or click Link to publish a shareable link you can send to your client.

When you publish a link, a popover appears with a Copy button so you can paste the link into an email, text message, or chat.

[screenshot placeholder: editor view]

[screenshot placeholder: PDF/publish actions]

Optional: Configure Your Settings

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

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

Preferences:

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

Click Save Changes when you're done.

[screenshot placeholder: settings form]