Collect billing details and send invoices via Gmail form

Send a client a form for their billing details and get a QuickBooks invoice emailed automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("client invoice details entered")):::human s0["send billing details request"]:::task s1(("client submits billing form")):::human s2["create client and generate invoice"]:::task s3["send invoice automatically"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"invoice sent without manual entry"/]:::out pay{{"faster invoicing for new clients"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationImage & Media ProcessingSurvey & FeedbackFinance & Accounting
Connects
GmailQuickBooks

The problem it solves

Before you can invoice a new client, you need their billing name and address, which usually means a back and forth email chain. Then you're manually creating the invoice in QuickBooks and sending it separately. It's slow and easy to lose track of.

Who it fits

Freelancers or service businesses invoicing new clients who haven't shared billing details yet.

How it works

  1. You enter the client's email, amount, description, and product
  2. A request email is automatically sent asking the client for billing details
  3. The client fills out a short form with their name and address
  4. The client is created or matched in QuickBooks and an invoice is generated
  5. QuickBooks sends the finished invoice to the client automatically
What you get

Invoices that go out without a single follow-up email

Send your client a simple form for their billing details, and a QuickBooks invoice reaches their inbox automatically once they fill it in.

What you get

A sent QuickBooks invoice, with no manual data entry once the client fills out the form.

What you need

A Gmail account and a QuickBooks Online account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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