Outlook과 QuickBooks를 사용한 고객 청구서 세부 정보 수집 및 인보이스 발행 자동화

• •특별한 사전 요구사항 없이 가져와 바로 사용 가능합니다

{
  "meta": {
    "instanceId": "d6e2f2f655b1125bbcac14a4cac6d2e46c7a150e927f85fc96fdca1a6dc39e0e",
    "templateCredsSetupCompleted": true
  },
  "nodes": [
    {
      "id": "cae8787a-786d-4fc5-bf08-630e5b6ffb83",
      "name": "QBO에 고객 추가",
      "type": "n8n-nodes-base.quickbooks",
      "onError": "continueRegularOutput",
      "position": [
        1280,
        304
      ],
      "parameters": {
        "operation": "create",
        "displayName": "={{ $json.data['Company Name'] ? $json.data['Company Name'] : $json.data['First Name'] + \" \" + $json.data['Last Name'] }}",
        "additionalFields": {
          "BillAddr": {
            "details": {
              "City": "={{ $json.data.City }}",
              "Line1": "={{ $json.data['Street Address'] }}",
              "PostalCode": "={{ $json.data['Zip / Postal Code'] }}",
              "CountrySubDivisionCode": "={{ $json.data['State / Province'] }}"
            }
          },
          "GivenName": "={{ $json.data['First Name'] }}",
          "FamilyName": "={{ $json.data['Last Name'] }}",
          "CompanyName": "={{ $json.data['Company Name'] }}",
          "PrimaryPhone": "={{ $json.data['Phone Number'] }}",
          "PrimaryEmailAddr": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "zZyR3nZpTizUyR0u",
          "name": "QuickBooks n8n Sandbox"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "63086803-cda4-4760-a0b2-3255d1e37037",
      "name": "기존 고객 찾기",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1552,
        304
      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE DisplayName = '{{ $('Ask Client for Billing Info').item.json.data['Company Name'] ? $('Ask Client for Billing Info').item.json.data['Company Name'] : $('Ask Client for Billing Info').item.json.data['First Name'] + \" \" + $('Ask Client for Billing Info').item.json.data['Last Name'] }}'"
        },
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "zZyR3nZpTizUyR0u",
          "name": "QuickBooks n8n Sandbox"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "5dc696bb-11cf-4a79-97b6-80acc6fb6548",
      "name": "메모",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        0,
        0
      ],
      "parameters": {
        "width": 660,
        "height": 1520,
        "content": "## Ask Client for Billing Details and Automatically Generate an Invoice in QuickBooks\n\n## What It Does\nThis workflow allows you to quickly generate and send invoices by collecting missing billing details from clients through an automated form and email sequence. It integrates Microsoft Outlook and QuickBooks Online to handle the full billing flow: from request to invoice, reducing manual data entry and time wasted switching between apps.\n\nPerfect for freelancers, service providers, or teams that want to streamline invoicing without going back and forth with clients.\n\n## Prerequisites\n- Microsoft Outlook credential  \n- QuickBooks Online OAuth2 credential\n\n## How It Works\n1. **Trigger:** Manually start the workflow by filling out a form with the client’s email, invoice amount, description, and product.\n2. **Send Request Email:** A pre-written email is sent to the client asking them to provide their billing details.\n3. **Collect Info:** The client submits their billing name and address via a hosted form.\n4. **Add/Find Client in QuickBooks:** If the client doesn't exist, a new record is created; otherwise, the existing client is used.\n5. **Generate Invoice:** A QuickBooks invoice is created using the submitted info and selected product.\n6. **Send Invoice:** The invoice is automatically emailed to the client using QuickBooks' native interface.\n\n## Example Use Cases\n- Freelancers requesting billing info before sending an invoice  \n- Small businesses invoicing new clients without manual QuickBooks entry  \n- Sales or ops teams who want to request billing info via email with just a few clicks  \n- Automating follow-up for new customer onboarding or service requests\n\n## Setup Instructions\n- Connect your Outlook and QuickBooks credentials  \n- Add your products to the dropdown list in the `Enter Client Details` node  \n  ⚠️ Make sure the product names **exactly match** the items in QuickBooks  \n- Select the tax code in the `Create A New Invoice` node\n- Customize the email message in the `Send Invoice Request` Outlook node to reflect your brand voice\n\n## How to Use\n- Copy the public URL from the `Enter Client Details` node (this way you don't have to trigger the workflow manually inside n8n) \n- Each time you need to invoice a client, open the form and fill in:\n  - Client’s email  \n  - Product/service name  \n  - Invoice amount and description  \n- The client receives an email prompting them to fill in their billing info  \n- Once submitted, the system creates and sends a QuickBooks invoice automatically\n\n## Customization Options\n- Add support for multiple line items  \n- Automatically send reminder emails if the form isn't completed within a day  \n- Add internal logging (Google Sheets, Airtable, etc.) for sent/paid invoices\n\n## Why It's Useful\nThis workflow removes friction from your billing process. Instead of chasing clients for info and copying data into QuickBooks, you send one email and automation does the rest. It saves time, reduces errors, and makes invoicing feel seamless — while still keeping you in control."
      },
      "typeVersion": 1
    },
    {
      "id": "1f003845-a2cb-401a-93aa-ff2aa0cf889e",
      "name": "메모1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        704,
        128
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## Enter Client Info\n- **Tip:** Save the production URL in this node to use it outside n8n.\n- Fill out this form to start the workflow\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "e0d9812c-0327-47f0-a4d2-f08559b2ea66",
      "name": "메모2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        128
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## Ask Client for Info\nSends an email from your official Outlook account, asking the client for their billing info"
      },
      "typeVersion": 1
    },
    {
      "id": "d9df35de-c805-47a5-b403-ba7a891bd9ce",
      "name": "메모5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1232,
        128
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## Add Client to QBO\nTries to add a new customer to QuickBooks"
      },
      "typeVersion": 1
    },
    {
      "id": "4fd29b6e-1b35-4a19-8574-7eb72a1f6bbc",
      "name": "메모6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1488,
        128
      ],
      "parameters": {
        "color": 7,
        "height": 360,
        "content": "## Find Existing Customer\nSearches your QuickBooks account for a customer with the same display name"
      },
      "typeVersion": 1
    },
    {
      "id": "8b5d4376-5b4f-4e46-8dc0-03bacfb1473c",
      "name": "메모7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        960,
        512
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## Create A New Invoice\nBuilds a draft invoice in QBO using the client info and line item details (amount + description) from the n8n form.\n"
      },
      "typeVersion": 1
    },
    {
      "id": "aa570522-1427-4875-a0a5-c776f7a6f4ef",
      "name": "고객 세부 정보 입력",
      "type": "n8n-nodes-base.formTrigger",
      "position": [
        768,
        304
      ],
      "webhookId": "9f932cb2-8f3c-4e22-b05f-4594c491c30a",
      "parameters": {
        "options": {
          "appendAttribution": true
        },
        "formTitle": "Enter Client Details",
        "formFields": {
          "values": [
            {
              "fieldLabel": "What is the client's first name?",
              "requiredField": true
            },
            {
              "fieldLabel": "What is the client's email?",
              "requiredField": true
            },
            {
              "fieldType": "dropdown",
              "fieldLabel": "Product",
              "fieldOptions": {
                "values": [
                  {
                    "option": "Item A"
                  },
                  {
                    "option": "Misc"
                  }
                ]
              },
              "requiredField": true
            },
            {
              "fieldType": "textarea",
              "fieldLabel": "Description of what is being sold",
              "requiredField": true
            },
            {
              "fieldType": "number",
              "fieldLabel": "Amount (before taxes)",
              "requiredField": true
            },
            {
              "fieldType": "date",
              "fieldLabel": "Invoice Due Date",
              "requiredField": true
            }
          ]
        },
        "formDescription": "Please enter the client's details so we can contact them for their billing info."
      },
      "typeVersion": 2.2
    },
    {
      "id": "c0b85a31-5b18-4f8b-9c31-5c5038fd9e8b",
      "name": "메모8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1232,
        512
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## Send Invoice to Client\nSends the Finished Invoice to the Client\n"
      },
      "typeVersion": 1
    },
    {
      "id": "9df68696-127f-455e-b598-35e0b37cc3eb",
      "name": "선택한 제품 가져오기",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        752,
        704
      ],
      "parameters": {
        "limit": 1,
        "filters": {
          "query": "=WHERE name = '{{ $('Enter Client Details').item.json.Product }}'"
        },
        "resource": "item",
        "operation": "getAll"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "zZyR3nZpTizUyR0u",
          "name": "QuickBooks n8n Sandbox"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0a83e9e0-e1a4-49c2-ac5e-e7643a932002",
      "name": "메모9",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        704,
        512
      ],
      "parameters": {
        "color": 7,
        "height": 380,
        "content": "## Get Selected Product\nGets the product you selected from the form via QuickBooks\n"
      },
      "typeVersion": 1
    },
    {
      "id": "030571d0-d2ba-4186-97fb-ba7c45f4ec43",
      "name": "새 송장 생성",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1024,
        704
      ],
      "parameters": {
        "Line": [
          {
            "Amount": "={{ $('Enter Client Details').item.json['Amount (before taxes)'] }}",
            "itemId": "={{ $json.Id }}",
            "DetailType": "SalesItemLineDetail",
            "TaxCodeRef": "5",
            "Description": "={{ $('Enter Client Details').item.json['Description of what is being sold'] }}"
          }
        ],
        "resource": "invoice",
        "operation": "create",
        "CustomerRef": "={{ $('Find Existing Customer').item.json.Id ? $('Find Existing Customer').item.json.Id : $('Add Client to QBO').item.json.Id }}",
        "additionalFields": {
          "DueDate": "={{ $('Enter Client Details').item.json['Invoice Due Date'] }}",
          "BillEmail": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}"
        }
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "zZyR3nZpTizUyR0u",
          "name": "QuickBooks n8n Sandbox"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a563cc2b-0bf5-4676-a0b2-5ddcfaaa1f75",
      "name": "송장 보내기",
      "type": "n8n-nodes-base.quickbooks",
      "position": [
        1280,
        704
      ],
      "parameters": {
        "email": "={{ $('Enter Client Details').item.json['What is the client\\'s email?'] }}",
        "resource": "invoice",
        "invoiceId": "={{ $json.Id }}",
        "operation": "send"
      },
      "credentials": {
        "quickBooksOAuth2Api": {
          "id": "zZyR3nZpTizUyR0u",
          "name": "QuickBooks n8n Sandbox"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0d498c28-de86-407f-85ea-a87f2bc3624e",
      "name": "고객에게 청구 정보 요청",
      "type": "n8n-nodes-base.microsoftOutlook",
      "position": [
        1024,
        304
      ],
      "webhookId": "c711ace8-971f-4992-9c3d-f883d0c09387",
      "parameters": {
        "message": "=Hello {{ $json['First Name'] || 'Customer' }},\n\nCompany A is requesting your billing information in order to create an invoice and finalize your order.\n\n**Description:** {{ $json['Description of what is being sold'] }}  \n**Amount (before tax):** ${{ $json['Amount (before taxes)'] }}\n\nPlease fill in the form below so we can complete your invoice.\n\nThanks,  \nCompany A",
        "options": {},
        "subject": "Billing Details Required",
        "operation": "sendAndWait",
        "formFields": {
          "values": [
            {
              "fieldLabel": "First Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Last Name",
              "requiredField": true
            },
            {
              "fieldLabel": "Company Name"
            },
            {
              "fieldLabel": "Street Address",
              "requiredField": true
            },
            {
              "fieldLabel": "City",
              "requiredField": true
            },
            {
              "fieldLabel": "State / Province",
              "requiredField": true
            },
            {
              "fieldLabel": "Zip / Postal Code",
              "requiredField": true
            },
            {
              "fieldLabel": "Phone Number"
            }
          ]
        },
        "responseType": "customForm",
        "toRecipients": "={{ $json['What is the client\\'s email?'] }}"
      },
      "typeVersion": 2
    }
  ],
  "pinData": {},
  "connections": {
    "cae8787a-786d-4fc5-bf08-630e5b6ffb83": {
      "main": [
        [
          {
            "node": "63086803-cda4-4760-a0b2-3255d1e37037",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "030571d0-d2ba-4186-97fb-ba7c45f4ec43": {
      "main": [
        [
          {
            "node": "a563cc2b-0bf5-4676-a0b2-5ddcfaaa1f75",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "aa570522-1427-4875-a0a5-c776f7a6f4ef": {
      "main": [
        [
          {
            "node": "0d498c28-de86-407f-85ea-a87f2bc3624e",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "63086803-cda4-4760-a0b2-3255d1e37037": {
      "main": [
        [
          {
            "node": "9df68696-127f-455e-b598-35e0b37cc3eb",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "9df68696-127f-455e-b598-35e0b37cc3eb": {
      "main": [
        [
          {
            "node": "030571d0-d2ba-4186-97fb-ba7c45f4ec43",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "0d498c28-de86-407f-85ea-a87f2bc3624e": {
      "main": [
        [
          {
            "node": "cae8787a-786d-4fc5-bf08-630e5b6ffb83",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}