■Overview
This is a flow to add invoices to Raku-Raku Sales once they are issued using Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their operations
・Those responsible for creating transaction-related documents
・Those who accumulate and analyze data from created invoices
2. Companies managing information with Raku-Raku Sales
・Those who register and manage detailed information about trading companies
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used to streamline the creation of transaction-related documents.
Furthermore, by centrally managing information with Raku-Raku Sales, you can visualize information related to your operations.
However, manually entering information into Raku-Raku Sales every time an invoice is issued with Money Forward Kakebarai is not suitable for the modern business environment.
This flow is suitable for those who do not want to spend time on tasks that can be automated.
By utilizing this flow, you can automatically register invoice information in Raku-Raku Sales after the invoice is issued with Money Forward Kakebarai, eliminating the need for manual entry.
By automating manual entry and preventing human errors, you can maintain transparency of information.
■Notes
・Please integrate both Money Forward Kakebarai and Raku-Raku Sales with Yoom.
・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be cautious.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
.avif)
.avif)
