Save 4 hours/week on manual invoicing and collect first payments 3 days faster after enrollment.
~4 hrs
Saved / wk
Easy
Setup
No AI
AI
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.
~4 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build your enrollment form in Cognito Forms with fields for student name, email, course, and payment amount
Step 2: Connect Cognito Forms to Make (an automation platform that links apps together)
Step 3: Set the trigger to fire when a new form is submitted
Step 4: Map student and course fields to a new invoice in QuickBooks Online
Step 5: Turn on the automation and test it with a sample enrollment
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
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