■Overview
This is a flow to create an invoice in freee Invoice when a record is added to kintone.
■Recommended for
1. Those managing projects with kintone
・Personnel managing customer information of client companies
・Sales representatives managing interactions with customers using kintone
2. Those handling form operations using freee Invoice
・Accounting personnel managing invoices
・Sales representatives creating invoices according to the transaction status with customers
■Benefits of using this template
Invoices are created for each customer at a fixed timing every month, but the number of invoices to be created may increase depending on the day.
If the number of customers increases, the effort required to create invoices also increases, so you might be considering efficiency improvements.
This template allows you to automatically create invoices when a kintone record is updated.
It can significantly reduce the time required to create invoices, thereby alleviating the burden even if the number of customers increases.
By adding an approval flow, you can also request confirmation of the created invoices from your superior.
■Notes
・Please integrate kintone and freee Invoice with Yoom respectively.
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