Full-Cycle Invoice: Airtable to QuickBooks to Stripe Payment Link
The Problem
Manual invoice creation, customer setup, and payment link generation for every job. Triple data entry across three systems. This automation creates the customer in QuickBooks and Stripe if new, generates the invoice, creates a payment link, and updates the source record. Customer pays in one click. Trigger it from your PM system: when job status changes to 'complete,' the invoice fires automatically. Add an at-a-glance dashboard showing outstanding payments so you always know who has not paid.
How It Works
Deal approved in Airtable (or job completed in CRM)
Auto-creates customer in QB and Stripe if new. Generates QB invoice. Creates Stripe payment link. Updates source record.
Invoice + payment link generated automatically. Customer pays in one click. Zero data entry.
Importable Templates
PRD
prd here