Use Coda to build a simple tracker where your team logs completed deliverables each month. When the month closes, Coda calculates the final retainer fee based on what was actually delivered and pushes the total to QuickBooks Online as a draft invoice. You stop guessing on billing and your clients see exactly what they paid for.
Build a deliverables log table in Coda with columns for client, deliverable type, and completion date
Add a formula in Coda that counts completed deliverables and multiplies by your rate
Connect Coda to Make using the Coda API trigger
Set Make to fire on the last day of each month
Map the calculated total and client info to a new draft invoice in QuickBooks Online
Review and approve the draft invoice before sending
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend preparing monthly invoices and reduce client billing disputes.
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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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