When you update a project page in Notion to 'Complete,' Make triggers QuickBooks Online to generate and send the invoice with all the project details already filled in. You never have to remember to bill — the system does it for you.
Set up a Notion database (a structured table of records) for your projects with fields for client name, scope, price, and status
Connect Notion to Make and set the trigger to fire when the Status field changes to 'Complete'
Add a QuickBooks Online module in Make to create a new invoice
Map Notion fields — client name, project description, and total price — to the QuickBooks invoice fields
Add a second Make step to send the invoice automatically from QuickBooks Online
Run a test by marking one project complete and verifying the invoice is created and sent
Create a free account to get the steps written out for your tools, click by click.
Create a free accountInvoice the moment work closes so you get paid faster and spend less time chasing payments.
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