Project Management

InvoiceQuickly + Monday.com: Invoicing Built into Your Workflow

Monday.com is where your work happens — and now it's where invoicing starts. Map board columns to invoice fields, and when items are marked complete or moved to a billing group, InvoiceQuickly generates a professional invoice with all the details already filled in.

How It Works

1

Install InvoiceQuickly app on Monday.com

Find InvoiceQuickly in the Monday App Marketplace and authorize the integration.

2

Map columns to invoice fields

Tell InvoiceQuickly which columns contain client name, amount, description, hours, and rate.

3

Trigger invoice creation

Use an automation recipe (e.g., 'When status changes to Done, create invoice') or manually trigger from any item.

4

Invoice appears in both platforms

The generated invoice is linked back to the Monday item. Invoice status updates in Monday when paid.

Key Benefits

  • Native Monday.com automation recipes for invoice triggers
  • Flexible column-to-field mapping works with any board structure
  • Invoice status column updates in Monday when invoices are sent/paid
  • Batch invoicing from board groups or filtered views
  • Two-way status sync between Monday and InvoiceQuickly

Best For

  • Teams managing client projects in Monday.com with milestone billing
  • Service businesses tracking work orders in Monday and billing per completion
  • Marketing agencies using Monday for campaign management with per-campaign invoicing

See How Much You Could Save

Use our ROI calculator to see exactly how much invoice automation could save your business each year.

Calculate Your Savings

Frequently Asked Questions

Can I set up automatic invoicing?

Yes. Use Monday's automation recipes: 'When status changes to X, create invoice in InvoiceQuickly.' No manual triggering needed.

Does it work with Monday.com subitems?

Yes. Subitems can be mapped as individual line items on a single invoice for the parent item.

Other Integrations

StripePayPalGoCardlessWiseMollieShopifyWooCommerceEtsyQuickBooksXeroSageTrello

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