We connect QuickBooks Online to the tools you already use. Invoices go out the moment work is done, reminders go out on schedule, and every Monday you see exactly who owes you, without anyone in the office chasing it.
Work is finished, but the invoice waits until someone has time to type it into QuickBooks.
Follow-ups only happen when someone remembers to send them, and they're awkward to write.
Finding out which clients are overdue means digging through reports or asking your bookkeeper.
Customer, job and price info already lives in your CRM or job tool, and someone retypes it anyway.
Built around QuickBooks Online and one tool where your jobs or deals live, such as Jobber, monday.com, HubSpot, Pipedrive or a Google Sheet. We confirm your tools on the call.
When a job, project or deal is marked complete, the invoice is created in QuickBooks with the right customer, items and amounts.
Every invoice goes out with a link to pay by card or bank transfer through QuickBooks Payments or Stripe.
A polite sequence before the due date, on the due date, and at 7 and 14 days overdue. It stops the moment they pay.
When a payment lands, the job or deal is marked paid in your tool and your team gets a notification.
Every Monday you get a short report of open invoices, amounts and days overdue.
A written guide, a recorded walkthrough, and 14 days of fixes after go-live if anything needs adjusting.
30 minutes on how you invoice and collect today. We confirm your tools can connect before you pay anything.
We set up the invoices, reminders and report. You approve the reminder wording and schedule before anything goes to a client.
We switch it on, walk your team through it, and fix anything that needs adjusting for 14 days.
QuickBooks Online plus one connected tool, live in 2 to 3 weeks. Everything runs in your own Make.com account, so you own it.
This package is built for QuickBooks Online. If you use Xero or another billing tool, ask us on the call.
You approve the wording and the schedule before anything goes live, and reminders come from your business, not from us.
A Make.com plan to run the automations, standard card or bank fees from QuickBooks Payments or Stripe, and any paid plan a connected tool requires.
Yes. It can be the first piece of a larger setup, like a full monday.com system for your sales and operations, whenever you're ready.
