Save 2.5 hours/week on receipt emails and reduce payment confirmation calls by 80%.
~3 hrs
Saved / wk
Easy
Setup
No AI
AI
The moment a payment is recorded in QuickBooks Online, this workflow sends the student a branded receipt with course details and their remaining balance. Students feel confident their payment went through, and your staff fields fewer 'did you get my payment?' calls.
~3 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make using your QuickBooks API credentials
Step 2: Set the trigger to fire when a payment is marked as received in QuickBooks Online
Step 3: Pull the student email, course name, amount paid, and remaining balance from the invoice
Step 4: Build a receipt email template in Make with those fields filled in automatically
Step 5: Test with a real payment and confirm the student receives the email within 2 minutes
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