When you sign a new marketing client, send them a Cognito Forms link to collect their billing contact, payment terms, and purchase order (PO) number — which is a code clients use to authorize spending. Make then pushes that info directly into QuickBooks Online so you can invoice them right away without any back-and-forth emails. You start the billing relationship clean from day one.
Build a billing intake form in Cognito Forms with fields for company name, billing contact, email, payment terms, and PO number
Connect Cognito Forms to Make using the form submission trigger
Map each form field to the matching customer record fields in QuickBooks Online
Add a step in Make to send you a Slack or email notification when a new client record is created
Test with a sample submission before sending to real clients
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut new client billing setup from days to hours and eliminate data entry errors.
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