Save 3 hours/week on catering invoices and collect deposits 2 days faster per event.
~3 hrs
Saved / wk
Easy
Setup
No AI
AI
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 in under 2 minutes instead of building it from scratch.
~3 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build your catering inquiry form in Cognito Forms with fields for event date, guest count, menu package, and deposit amount
Step 2: Connect Cognito Forms to Make using the Cognito Forms trigger module
Step 3: Add a QuickBooks Online module in Make set to 'Create Invoice'
Step 4: Map form fields to invoice fields — guest count to quantity, menu package to line item description
Step 5: Test with a sample submission and confirm the draft invoice appears correctly in QuickBooks Online
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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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