Automated Branded Invoices

# Automated Branded Invoices ## What It Does Automated Branded Invoices automates the creation of custom branded PDF invoices from your QuickBooks data and emails them to your clients. This automation saves your accounting team time by eliminating manual data entry and reducing errors. As a result, your clients receive professional, branded invoices in a timely manner, enhancing their overall experience. Your team can focus on higher-value tasks, improving productivity and efficiency. ## Who Needs This Accountants and accounting teams who manually create and send invoices to clients are the ideal users for Automated Branded Invoices. Currently, they spend a significant amount of time gathering data from QuickBooks, creating invoices, and emailing them to clients. This manual process is prone to errors and takes away from more critical tasks. ## How It Works — Step by Step 1. You connect your QuickBooks account to Automated Branded Invoices, allowing it to access your financial data. 2. You provide your branding details, such as your company logo and preferred invoice template. 3. The agent retrieves the necessary data from QuickBooks, including client information and outstanding invoices. 4. It generates custom branded PDF invoices based on the retrieved data and your branding preferences. 5. The agent emails the invoices to your clients using the email addresses stored in QuickBooks. 6. You review the sent invoices and their corresponding email receipts to ensure everything was processed correctly. 7. The agent logs the invoice details and email delivery status for your records. 8. You can run the automation as many times as needed to generate and send new invoices. ## What You Get * Custom branded PDF invoices generated from your QuickBooks data * Invoices emailed to clients using their stored email addresses * Email delivery receipts for your records * Automated logging of invoice details and delivery status * Time savings of 3 hours per week for your accounting team ## Setup Requirements * QuickBooks account credentials * Branding details (company logo, invoice template preferences) * Email account credentials (for sending invoices to clients) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*