When you close a Help Scout conversation that's tagged as billable work, this workflow logs the time and customer details in QuickBooks Online (accounting software for small businesses) so you can invoice right away. You stop losing billable hours because someone forgot to log them. Every closed ticket becomes a billing record automatically.
Set up a 'billable' tag in Help Scout for conversations that should be invoiced
Connect Help Scout to Make and set the trigger to fire when a tagged conversation is closed
Connect QuickBooks Online to Make
Map the customer name, conversation subject, and time spent to a QuickBooks line item
Set Make to create a draft invoice or add to an existing open invoice for that customer
Review draft invoices weekly before sending to clients
Create a free account to get the steps written out for your tools, click by click.
Create a free accountRecover an average of $500/month in previously unbilled support time.
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