Send Detailed Invoices via QuickBooks on Your AI Chatbot

Timely and accurate billing is crucial for maintaining customer satisfaction and streamlining financial operations. 

Integrating QuickBooks with LiveChatAI can automate the process of sending detailed invoices, making it easier for your customers to keep track of their purchases and for you to manage your accounts receivable. 

Here's how to set up your AI chatbot to send detailed invoices automatically:

1. Define specific customer requests or actions that should initiate the sending of an invoice, such as after a purchase is confirmed or when a customer asks for an invoice.

2. Craft responses that the chatbot will use when invoicing actions are triggered. This script should include acknowledging the invoice request, accessing the relevant transaction details, and confirming once the invoice has been sent.

3. Connect your AI chatbot to QuickBooks to access real-time data necessary for generating detailed invoices. This integration ensures that invoices are populated with the correct data and sent to customers without manual intervention.

How to Create an AI Chatbot for Sending Invoices on QuickBooks on AI Chatbot

Before starting the process, here is the ready template for sending invoices on QuickBooks on AI chatbot on Make.com:

By following these steps, you can enhance your store's functionality with an efficient, AI-driven invoicing system that saves time, reduces errors, and improves customer interactions.

1. Go to the “AI Actions” tab by logging into your LiveChatAI account and click “Create an AI action”.

creating an AI action on the LiveChatAI dashboard

2. Write a specified condition for your AI actions properly for getting invoices from QuickBooks.

specifying condition on QuickBooks and LiveChatAI integration

3. Add new variables to get the details. You can include IDs and necessary values for this field.

adding inputs for QuickBooks and LiveChatAI integration

4. The stage is Make.com’s now! You can use the ready template for your scenario by changing the values based on your personal information.

What you need to pay attention to are:

When you are using the template, there will be some parts that you need to customize with your personal information and your expectations from your AI chatbot.

We mention the details below:

  • In the first module, you should connect the LiveChatAI account to the module with your own information and AI action ID.
the first LiveChatAI module for QuickBooks and LiveChatAI integration
  • For the Quickbooks module, you should connect your QuickBooks account to the scenario.
the QuickBooks module for QuickBooks and LiveChatAI integration
  • For the final module, you need to decide what your message will be for your customers when they ask for the invoice details from Quickbooks.
the LiveChatAI AI action responder for QuickBooks and LiveChatAI integration

And you’re ready!

User Testimonials

What do support teams & businesses think about LiveChatAI?

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Osmely V.
Designer
Small-Business (50 or fewer emp.)
The option to train the AI with my data and the feature for human handoff ensure a personalized and efficient customer support experience. It helps me to reduce support volume and improve response times.
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Shannon J.
Marketing Specialist
Mid-Market (51-1000 emp.)
It does a good job at customer support with the added feeling of an actual human. it is easy to implement and use and comes with lots of cool features that help it perform the way it does.
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Shienna Mae M.
Product Development & Production Assistant
Mid-Market (51-1000 emp.)
I really love that they have answers to my questions whenever I needed and also offers Live chat support that helps me when I need to confirm something from a live agent.
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Amirali N.
Co-founder
Small-Business (50 or fewer emp.)
It was very easy to implement, we set our documentation portal as the Data Source and that's all we did. It solved most of the support requests since questions were often repetetive ones. It also notifies when someone wants to talk to the real person, so we can handle conversations further.

It really reduces customer support work and even answers better then a real person. I check conversations daily, and usually LiveChatAI handles most of our customer support work.
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Zeynep S.
Customer Success Specialist
Small-Business (50 or fewer emp.)
Implementing LiveChatAI has been a game-changing experience for Popupsmart. Before LiveChatAI, we struggled with overwhelming support queries and long response times.

Our support team was continually playing catch-up, and we were worried about customer satisfaction.
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Alexandra G.
Marketing Executive
Mid-Market (51-1000 emp.)
I like how LiveChatAI easily understood the questions/queries I ask of it. It keeps giving you options according to your request.
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David D.
Interpreter
Small-Business (50 or fewer emp.)
I think that its most powerful feature is the crawl of the pages because you can train the IA bot by selecting the URL and start crawling and it will automatically add any micro site that is in it so I'd a great help and it saves a lot of time for you if you want to have a personalized chat bot in a specific topic.
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Melissa P.
Business Owner
Small-Business (50 or fewer emp.)
Sometimes the LiveChat refers you to material which can actually solve your situation needed.
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