Get paid 4 days faster and save 2 hours/week by automating invoice delivery at project close.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
When you close a project in your project tool, this workflow drafts and sends an invoice from QuickBooks Online to your client's email via Gmail. You stop remembering to invoice manually. You get paid faster because the invoice goes out the same day the work is done.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect Asana to Zapier and set the trigger to 'Task Completed' in your billing project
Step 2: Connect QuickBooks Online to Zapier as the next step to create or send an invoice
Step 3: Map the client name, project name, and amount from Asana to the QuickBooks invoice fields
Step 4: Add a Gmail step to send the finalized invoice as an email attachment to the client
Step 5: Test the full workflow by completing a test task and confirming the invoice email arrives
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