When the status is updated in Raku-Raku Sales, send an invoice from Invoice Management Robo.

■Overview

This is a flow where an invoice is sent from the billing management robot when the status is updated in Raku-Raku Sales.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.

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‍■Recommended for

• Sales or accounting personnel managing information on multiple customers and invoices in Raku-Raku Sales
• Accounting personnel considering improving operational efficiency due to the time-consuming process of issuing and sending invoices with the billing management robot
• Companies concerned about payment delays due to late issuance or forgotten sending of invoices
• Accounting department managers who want to reduce the burden of manual verification work due to frequent errors in the invoice issuance process

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■Benefits of using this template

By implementing this flow, it becomes possible to automatically issue and send invoices from the billing management robot when the status is updated in Raku-Raku Sales.

By reducing the time spent on creating and sending invoices, the workload on the responsible personnel is alleviated, and improvements in the payment cycle and stabilization of cash flow can be expected.

Additionally, it prevents manual input errors and mistakes in the recipient, thereby improving the accuracy of billing operations.

The collaboration between sales and accounting personnel becomes smoother, enabling prompt response to customers and accurate information provision.