■Overview
This is a flow to issue invoices with Money Forward Kakebarai when the status of kintone is updated.
■Recommended for
1. Those in charge of billing management using kintone
・Accounting personnel who regularly issue invoices
・Those who manage invoice issuance using the status function of kintone
2. Those who use Money Forward Kakebarai in their business
・Those who manage billing information and client information with Money Forward Kakebarai
・Those who want to streamline the invoice issuance process
■Benefits of using this template
kintone is a tool suitable for data management, and by managing processes, you can visualize the progress of tasks and streamline management operations.
However, if you are issuing invoices from Money Forward Kakebarai according to the status of kintone, you may find it cumbersome to issue invoices every time the status is updated.
This template allows you to automatically issue invoices from Money Forward Kakebarai when the status of kintone is updated.
There is no need to check the status updates of kintone each time, and invoice issuance is automated, enabling you to improve operational efficiency.
Additionally, you can send emails to specific email addresses after this flow, allowing you to smoothly proceed with the invoice issuance process.
■Notes
・Please integrate Yoom with kintone, Money Forward Kakebarai, and Google Sheets respectively.
.avif)
