To keep invoicing organized and easy to manage, you’ll want to create a dedicated Invoices board. Glances will use this board to pull back invoice data from QuickBooks into monday.com.
From your monday.com account, create a new board titled Invoices. This board will hold all your invoice details, such as payment status, customer information, totals, and more.
Add the required fields noted below to your board:
Field Name
Field Type
Description
Status
Status
Track the current state of each invoice. Note: Add all of these statuses (even if you don’t think you’ll use them all): Unpaid, Partially Paid, Paid, Unknown, Deleted, Overdue, Voided.
Customer
Text
The customer name or business the invoice is billed to.
Invoice #
Text
The unique invoice identifier or number.
Balance
Number
The remaining amount due for the invoice.
Due Date
Date
The date payment is due.
Total
Number
The total amount of the invoice.
Payment Link
Text
Include a direct link for the customer to pay the invoice online, if available.
Once you’ve added all your fields, your board should look similar to this example:
