When a student fills out your enrollment form, this workflow automatically creates an invoice in QuickBooks Online and sends it to them right away. You stop chasing down payments manually and students get a clear bill the moment they sign up.
Build your enrollment form in Cognito Forms with fields for student name, email, course, and payment amount
Connect Cognito Forms to Make (an automation platform that links apps together)
Set the trigger to fire when a new form is submitted
Map student and course fields to a new invoice in QuickBooks Online
Turn on the automation and test it with a sample enrollment
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop spending time on manual invoicing and collect your first payments faster after enrollment.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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