Cut billing delays by 3 days per milestone and save 4 hours/week on manual invoice creation.
~4 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~4 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your project tracking tool (like Coda) to Make as the trigger source
Step 2: Set the trigger to fire when a milestone status changes to 'Complete'
Step 3: Map milestone data (customer name, amount, job number) to QuickBooks Online invoice fields
Step 4: Set QuickBooks Online as the destination to auto-create and send the invoice
Step 5: Test with one milestone to confirm invoice amounts and customer details are correct
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