Auto-Create Customers and Send Invoices

Automate your invoicing process in QuickBooks — from customer creation to invoice delivery!

This automation creates a new customer, generates an invoice, and sends it — all without manual input. Ideal for sales teams, freelancers, and finance departments.

What it does:

👤 Creates a new customer in QuickBooks

🧾 Generates an invoice for the customer

📤 Sends the invoice directly to the customer

🧩 Easily connect with form tools, CRMs, or e-commerce platforms

✅ Setup guide & importable automation included

Need help setting it up? We offer full configuration and testing for a one-time fee.