Automatically populate Invoice values from information on my board

Feature requests
1

I have my invoices set up with information prepopulating such as the client contact details. however, I have to manually input the body of the invoice

  1. Value of the invoice (already captured in a field on the board)
  2. My bank account details (these are the same for every single invoice)
  3. T&C’s of the business (also the same for every invoice)

Surely there should be a way for these to be automated?

2

Yes so relevant !

The ‘’ add notes ‘’ section at the bottom of the invoices should be autopopulated as it is now with the contact informtion of my company. I’d like to autopopulate our taxe account number

Also I’dlike to see the amount of taxes in dollars $ (not only in percentege %) and the subtotal for all the items of the invoice. Please look at the picture for reference.

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3

Hi. Here is how you can automatically populate Invoice values from information on your monday board into a PDF invoice you can share with your customers. This was done using a marketplace apps called GetSign

1 Like
4

Hey @EventsClinic have you tried the Integration for QuickBooks on the app marketplace?

It allows you to create and send invoices in your monday.com account using autosynced info from your QuickBooks account.

Check out the listing to learn more and start a free trial!

https://monday.com/marketplace/10000070