When the status is updated in Raku-Raku Sales, create an invoice in freee Invoices.

■Overview

This is a flow that creates an invoice in freee Invoices when the status is updated in Raku-Raku Sales.

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■Recommended for

1. Those who manage billing data with Raku-Raku Sales

・Those who create invoices based on billing data

・Those who visualize the response status by managing records with statuses

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2. Those who use freee Invoices

・Those who manually create invoices in freee Invoices

・Those who want to prevent transcription errors and omissions when creating invoices

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■Benefits of using this template

Manually creating invoices carries the risk of transcription errors and can take time, increasing the workload on the person in charge.
Additionally, errors in invoice content can hinder business operations, and you may feel the need to improve efficiency.

With this flow, you can automate the creation of invoices in freee Invoices when the status is updated in Raku-Raku Sales, reducing the burden of manual work.
When the status of a Raku-Raku Sales record is updated to a specified value, invoices can be automatically created, helping to prevent transcription errors and reduce workload.

Since the invoice creation status can be understood from the status in Raku-Raku Sales, missed invoices are prevented, and business operations become smoother.