# Client billing detail collection & invoice generation: n8n workflow

> Started by someone submitting a form, and works across Gmail. 7 steps: small enough to read in one sitting and change without fear.

Source: https://millionrounds.com/workflow/client-billing-detail-collection-and-invoice-generation (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Client billing detail collection & invoice generation

Started by someone submitting a form, and works across Gmail. 7 steps: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fclient-billing-detail-collection-and-invoice-generation)

**7 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Service 6

The steps in the order they run, from what starts it.

- 1 **Enter Client Details** Form trigger *Starts it*
- 2 **Ask Client for Billing Info** Gmail *Service*
- 3 **Add Client to QBO** Quickbooks *Service*
- 4 **Find Existing Customer** Quickbooks *Service*
- 5 **Get The Selected Product** Quickbooks *Service*
- 6 **Create A New Invoice** Quickbooks *Service*
- 7 **Send the Invoice** Quickbooks *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 7
- **Size:** Small: readable in one sitting
- **Connects to:** Gmail
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Gmail account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 7 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 7 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fclient-billing-detail-collection-and-invoice-generation)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Generate & deliver PDF invoices from Jotform** 7 steps · Gmail, Google Drive](https://millionrounds.com/workflow/generate-and-deliver-pdf-invoices-from-jotform)
- [**Generate invoice PDFs from Stripe payments with TemplateFox** 7 steps · Gmail, Google Drive](https://millionrounds.com/workflow/generate-invoice-pdfs-from-stripe-payments-with-templatefox)
- [**Income Expense tracker with Limit Notification** 7 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/income-expense-tracker-with-limit-notification)
- [**Log Gmail invoice emails to data tables with Claude** 7 steps · Gmail, n8n data table](https://millionrounds.com/workflow/log-gmail-invoice-emails-to-data-tables-with-claude)
- [**Send branded overdue invoice statements from Xero with PDFMint** 7 steps · Gmail](https://millionrounds.com/workflow/send-branded-overdue-invoice-statements-from-xero-with-pdfmi)
- [**Send overdue invoice reminders with Gmail and Google Sheets** 7 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/send-overdue-invoice-reminders-with-gmail-and-google-sheets)