Cut new client billing setup from 2 days to under 2 hours and eliminate data entry errors.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Build a billing intake form in Cognito Forms with fields for company name, billing contact, email, payment terms, and PO number
Step 2: Connect Cognito Forms to Make using the form submission trigger
Step 3: Map each form field to the matching customer record fields in QuickBooks Online
Step 4: Add a step in Make to send you a Slack or email notification when a new client record is created
Step 5: Test with a sample submission before sending to real clients
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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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