Invoice Drafting Agent
Reads QuickBooks line items, drafts branded PDF invoices, runs the AR reminder cadence end-to-end.
Overview
Watches QuickBooks for billable events, drafts a branded PDF invoice, emails it with a payment link, schedules a polite reminder cadence (7d, 14d, 30d), and reconciles when paid. LLM pass before send catches obvious mistakes (wrong tax rate, missing PO number) before they reach the customer.
What's included
Quickstart
- 01
Download the JSON
Once payment clears, the file lands in your dashboard. Subscribers can pull any agent from the library.
- 02
Import into n8n
Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.
- 03
Plug in credentials
Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.
- 04
Activate and test
Run once with sample input, confirm the expected output, then flip the activate toggle.
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Included with Builder
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