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.
Connect QuickBooks Online to Make using your QuickBooks API credentials
Set the trigger to fire when a payment is marked as received in QuickBooks Online
Pull the student email, course name, amount paid, and remaining balance from the invoice
Build a receipt email template in Make with those fields filled in automatically
Test with a real payment and confirm the student receives the email right away
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time on receipt emails and cut down on payment confirmation calls.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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