When a customer fills out your catering inquiry form in Cognito Forms, Make automatically creates a draft invoice in QuickBooks Online with the event date, guest count, and menu selections already filled in. You review and send it without building it from scratch.
Build your catering inquiry form in Cognito Forms with fields for event date, guest count, menu package, and deposit amount
Connect Cognito Forms to Make using the Cognito Forms trigger module
Add a QuickBooks Online module in Make set to 'Create Invoice'
Map form fields to invoice fields — guest count to quantity, menu package to line item description
Test with a sample submission and confirm the draft invoice appears correctly in QuickBooks Online
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop chasing catering invoices and collect deposits faster for every event.
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