Create an invoice in freee from the Yoom database

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  2. freee Accounting
  3. Create an invoice in freee from the Yoom database
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◼️Overview‍

You can create invoices in freee using the billing information registered in the Yoom database.

The created invoices can be viewed within freee.

‍

◼️Setup Instructions‍

1. Please link freee with Yoom. (My App Integration)

2. Set up any database or table with the trigger "Select the target record from the database".

3. In freee's "Search for Business Partner" operation, configure the settings based on the information obtained from the Yoom database.

4. In freee's "Create Invoice" operation, set the invoice information (items, quantity, unit price, etc.) based on the information obtained from the Yoom database.

5. When you specify the desired record with a checkbox or similar from the relevant database and activate the flow bot, an estimate will be created in freee.‍

‍

◼️Notes‍

・Integration settings with the freee accounting account are required.

・In freee's operations, please change the setting information such as "Account ID" or "Office ID" to any desired value.

・Please create and use a database in Yoom to manage billing information.

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