■Overview
This is a flow to add to Airtable once an invoice is issued with Money Forward Deferred Payment.
■Recommended for
1. Those who utilize Money Forward Deferred Payment in their operations
・Those responsible for creating transaction-related documents
・Those who manage invoices after creation
2. Companies that manage information with Airtable
・Those who register and manage information of client companies
■Benefits of using this template
Money Forward Deferred Payment is a tool that can be used for the rapid issuance of invoices.
Additionally, by registering invoice information along with company information in Airtable, you can visualize the information and manage it smoothly.
However, manually entering information into Airtable every time an invoice is issued with Money Forward Deferred Payment may hinder smooth information sharing.
This flow is suitable for those who want to share information smoothly within the team.
By utilizing this flow, once an invoice is issued with Money Forward Deferred Payment, the content is automatically added to Airtable, eliminating manual work.
Information can be shared without waiting for manual entry completion, leading to smooth business progress.
It helps prevent human errors that occurred due to manual work, allowing for accurate information sharing.
■Notes
・Please integrate both Money Forward Deferred Payment and Airtable with Yoom.
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