Effortlessly create invoices with comprehensive data fields, including due date, terms, invoice number, line items, tax, discount, and personalized messages.
Access a clear overview of sales data, such as the total number of invoices, cumulative amounts, and outstanding balances.
Easily view and modify invoice details such as due date, terms, invoice number, line items, tax, discounts, and messages.
Build dynamic dashboard widgets that display live invoice data using Monday.com's dashboard view.
Automatically send invoices via email when creating or updating them.
Quickly create customer profiles with complete information, including address, contact details, balance.
Easily view customer data, including address, contact information, balance, and linked invoices.
Conveniently access and edit customer details, such as address, contact information, balance.