■Overview
This is a flow that notifies Chatwork when the invoice issuance for Money Forward Deferred Payment is completed.
■Recommended for
1. Sales Representatives
・Those who want to receive notifications on Chatwork when the invoice issuance they are responsible for is completed, to smoothly proceed with subsequent tasks such as payment confirmation.
2. Personnel from other departments involved in invoice issuance
・Sales Representatives: Those who want to be aware of the completion of invoice issuance for their customers to smoothly proceed with subsequent actions such as payment confirmation and customer communication.
・Customer Support Representatives: Those who want to respond quickly and accurately to customer inquiries regarding invoices.
・Business Planning Personnel: Those who want to grasp the invoice issuance status in real-time to aid in sales analysis and management decisions.
3. Managers and Executives
・Those who want to be aware of important customer change requests to aid in risk management.
■Benefits of Using This Template
Money Forward Deferred Payment is an excellent tool for streamlining billing operations, but tasks such as confirmation after invoice issuance and notifications to related departments remain time-consuming and labor-intensive if done manually.
With this flow, notifications are sent to Chatwork simultaneously with the completion of invoice issuance, allowing all employees to grasp the issuance status in real-time, eliminating the need for manual confirmation and notification tasks, thus achieving operational efficiency and time savings.
Additionally, since invoice issuance information is centrally managed on Chatwork, information sharing among team members can be conducted smoothly.
■Notes
・Please integrate Money Forward Deferred Payment and Chatwork with Yoom respectively.
.avif)
.avif)
