1.Maps new booking fields to invoices
Integrate Google Sheets and spreadsheet templates to map booking source fields to invoice fields for line item readiness.
Create invoices from event sheet rows for billing
Automatically detect new event booking rows across Google Sheets and invoice billing in QuickBooks Online. Create and update draft invoices when booking rows added, guest counts updated, or kit types selectedβso you can filter billable events, calculate kit and shipping pricing, and route invoices for review without manual invoice prep.
How this automation drafts review-ready invoices
When new event booking rows appear, billing teams face delayed work and inconsistent line items. This automation maps invoice fields and filters billable rows, then enriches kit pricing and drafts QuickBooks Online invoices for reviewβso your team can move from bookings to billing faster.
Google Sheetsor swap with your favorite app
2.Filters billable event rows
Integrate Filter by Zapier and routing logic to continue only qualifying events so non billable rows do not proceed.
Filter by Zapieror swap with your favorite app
3.Splits names and applies lookup logic
Integrate Formatter by Zapier and data transforms to split contact names and apply default kit pricing logic.
Formatter by Zapieror swap with your favorite app
4.Looks up kit costs and item IDs
Integrate Google Sheets and lookup tables to pull kit cost, item ID, and fallback shipping from the kit cost sheet.
5.Finds or creates customer and drafts invoice
Integrate QuickBooks Online and invoice workflows to find or create the customer and create draft invoices for review.
QuickBooks Onlineor swap with your favorite app
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