When your team marks a production milestone as complete in your project tracker, this workflow automatically creates a progress invoice in QuickBooks Online and sends it to your customer. You stop chasing down billing paperwork and get paid faster at each stage of a long manufacturing job.
Connect your project tracking tool (like Coda) to Make as the trigger source
Set the trigger to fire when a milestone status changes to 'Complete'
Map milestone data (customer name, amount, job number) to QuickBooks Online invoice fields
Set QuickBooks Online as the destination to auto-create and send the invoice
Test with one milestone to confirm invoice amounts and customer details are correct
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut billing delays on each milestone and save time you'd otherwise spend creating invoices by hand.
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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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