■Overview
This is a flow where an invoice is issued in Xero when the status is updated in kintone.
With Yoom, you can integrate apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who manage information using kintone
・Those who centrally manage billing information in kintone
・Those who create invoices based on kintone data
2. Those who use Xero for billing operations
・Those who are involved in billing operations on a daily basis
・Those who want to streamline invoice issuance with Xero
■Benefits of using this template
Manual invoice issuance risks errors in input fields and delays in issuance, which can worsen cash flow.
Additionally, if the work of issuing invoices becomes dependent on specific individuals, it may become difficult to handle when the person in charge is absent, leading to a desire for efficiency.
This flow allows you to automate invoice issuance in Xero according to status updates in kintone, preventing human errors.
By automating invoice issuance, you can eliminate manual input tasks and post-issuance verification tasks.
Even during the end of the month or busy periods, you can issue invoices through operations from kintone, ensuring smooth business operations.
■Notes
・Please integrate Yoom with both kintone and Xero.
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