コミュニティユーザー Q&A #1 見積・請求管理編

コミュニティユーザー Q&A #1 見積・請求管理編

こんにちは! Zoho コミュニティチームの中野です。

今回スタートする新企画「コミュニティユーザーQ&A」では、イベントで取り上げたユーザーさんからの質問とそれに対して行われたディスカッションをコミュニティチームの独断と偏見でピックアップし、関連する情報とともにこちらで共有していきます。

第1回目の投稿では、「見積書・契約書・請求書をZoho でどう管理しているか」という内容を紹介します。


質問:見積書や契約書、請求書の管理はZoho サービスで実現していますか? それとも他のシステムと連携させていますか?

 

回答:

前提として、以下の2点が重要になります。

1. 現在使用している会計システムがどのサービスなのか、Zoho と連携しているのかどうか

2. 社内の会計担当者などに要件を確認すること


例:Zoho CRM で見積書・請求書を作成し、売上データは会計担当が打ち込むか、インポートするかで管理する。経費精算は他社サービスで管理する。


回答者A:見積書、請求書は、Zoho CRM の見積書・請求書タブで作成・管理しています。会計システムとは分けて管理をしています。

 

当社の場合は、営業効率を上げる(SFA)視点で考えていたため、このような管理方法にしています。

CRM内の運用は、入力ミスを防ぐため、CRMの承認プロセス機能を利用しています。入力者の上司などを承認者に設定し、受注内容と請求内容が合っているかを確認して承認がおりたらPDF化・ダウンロードできるようにしています。


   

回答者B:入金管理まではZoho Books で行い、そこから先はfreee で管理しています。

 

 

回答者C: Zoho Books とマネーフォワード クラウド請求書を連携して使っています。

 

以下の動画の通り、Booksとマネーフォワードを連携しています。

ちなみに当社の場合、経費精算についてもZoho Books 上で管理しており、全てZoho で実現しています。

 

 

Zoho CRM は受注までの管理を想定して設計されているため、自由度の高い見積書、請求書が必要なユーザーさんについては、Zoho Books もしくはマネーフォワード クラウド等の外部サービスと連携させるとよいかもしれませんね。

 

また、CRM 上でこれから見積・請求書を作成される方で、既存のテンプレートがある場合は、差し込み文書機能を使用することをおすすめします。

 

【Zoho CRM】差し込み文書の作成方法  

 

いかがでしたでしょうか?

皆さんの運用方法についても、この投稿にコメントをつける形で共有してみてください。

また、関連情報についても以下の通り共有しますので、ご確認ください。

 

 

《請求関連、会計サービスとの連携のヘルプ記事 / 過去の投稿》

見積書・請求書の発行方法:

Zoho CRMで見積書を作成し、請求書を発行す  

Zoho CRM 見積書の作成方法

 

Zoho Books および外部サービスとの連携:

Zoho BooksとZoho CRMの連携  

 

Zoho CRM / マネーフォワードとの連携

*Zoho CRM の請求書機能では実現できなかった郵送サービスや売掛金管理、入金消込、決済、合算請求などの機能を利用できるようになります。

 

会計ソフトウェアfreeeとの連携方法や同期可能な内容

 

他、関連情報:

商談のサブフォームから見積書・請求書を作成する方法  

 

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 【ZOHO】コミュニティユーザー自己紹介のトピック

            日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました! 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。(オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません) スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前(ニックネーム)】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
          • 【ZOHO】オンラインフォーラムのご利用について

            こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
          • Zoho Japan Community オンラインフォーラムの利用案内

            この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Webhook - Google Sheets

                                    I have 2 forms that are both integrated with Google Sheets. I've set up a webhook to pull form 1 data from Google Sheets to prefill data in Form 2. The issue I have is that the forms name fields are First Name & Last Name but the Google sheets integration
                                  • Verified Mark Certificate

                                    Hello Dears, Can anyone help and check my mail or direct me to the desired person who can add the verification tag to my mail https://www.zoho.com/blog/mail/email-authentication-with-bimi.html
                                  • Appointment booking is temporarily unavailable

                                    Embeded Zoho booking page in my WordPress website. When someone starts a booking, after choosing time and date, an error appears before payment - "Appointment booking is temporarily unavailable due to restricted settings." Used the embeded code given
                                  • Cannot connect to 365 business calendar and Teams, says personal but it is not.

                                    hi I have a number of users connected to their 365 business accounts. Adding a new user and it thinks hes got 365 personal edition. He does not.... Anyone know what's going on. Trying for days now. Bookings go into his MS calendar but as its thinks its
                                  • Limited review (/questions) for Bookings 2.0

                                    Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly
                                  • Zoho Bookings - Reserve with Google

                                    Does Zoho Bookings plan to to integrate with Reserve with Google?
                                  • Tip #3: How to change your booking page language

                                    Displaying your booking page in your target audience's language can greatly increase customer satisfaction. By speaking their language, you will help customers feel more comfortable scheduling with you and create a stronger connection with them. Let's
                                  • Bigin Android app update: Alerts while creating tasks outside of working days, conflicting events and calls.

                                    Hello everyone! In the most recent version of the Bigin Android app, we have brought in support to display an alert if task is being scheduled outside of the working days. Also, when scheduling an event or call in the Activities module, a conflict alert
                                  • Bigin update: Link email messages to pipeline records.

                                    Hello everyone! In the latest version of the Bigin iOS(v1.11.9) and macOS(1.8.9) app, we have brought in support for an option to link email to pipeline records. This helps you to view emails specific to a deal, especially when a contact is associated
                                  • Bigin Android app update: Custom buttons and widgets

                                    Hello everyone! We are excited to introduce custom buttons and widgets on the Bigin Android app. Widgets: A widget is a customizable UI component in Bigin that improves efficiency and user experience. It lets businesses embed components, streamline interactions,
                                  • Biometric Access Support on Zoho Vault Desktop App

                                    Is there any plans to add biometric authentication (fingerprint, face recognition) for Vault desktop apps (Windows/macOS) to enhance security and ease of access. I would love to hear other members view on this
                                  • Zoho Sheet for Desktop

                                    Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                  • Zoho Sheet - Desktop App or Offline

                                    Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
                                  • Collective-booking event not added to all staff calendars

                                    We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it
                                  • Project Management Bulletin: October, 2025

                                    Every need leads to innovation. Project Management tools were developed out of sheer necessity to drive large projects. With wide usage, the specifications grew precise, and so did the refinement. Over years we’ve crafted one of the best project management
                                  • Email Recall Feature In Zoho Mail Which Should Also Work For Outside Organisation Members

                                    Add a feature to recall or undo sending an email within a configurable short time window (e.g., 30 seconds to 2 minutes) after hitting send, similar to Gmail’s undo send. Currently the sent email can not be recall If the recipient is not from within your
                                  • Zoho Sheets saying locked when not locked

                                    Zoho Sheets won't let me add more rows to sheet because it's saying the sheet is locked, but the sheet is not locked. I tried using a different browser but I still have the same issue.
                                  • Identifying and Merging Accounts with Similar (Non-Exact) Names

                                    Hello everyone, I’m aware of the built-in deduplication feature in Zoho CRM that allows merging records with exactly matching values for selected fields. However, I’m running into a situation where our migrated data contains multiple variations of the
                                  • Option for super admin to recover the deleted chats in Zoho Cliq

                                    Currently, in Zoho Cliq, if a user accidentally deletes their chats, there is no option for the Super Admin to recover or view those deleted messages. I believe it would be helpful if Super Admins had a recovery option, perhaps within a certain time frame,
                                  • Zoho CRM iOS app updates: the Homepage, Zoho Survey integration, and support for multiple file uploads in subform

                                    Hello everyone! The Zoho CRM mobile app continues to evolve to bring you a smoother and more powerful CRM-on-the-go experience. We're excited to share some important updates now available in the iOS app. Here's what's new: Homepage support Zoho Survey
                                  • I am trying to integrate my module in sandbox environment to add data via API

                                    I went through the documents and tried to setup the API for adding the module via the api but the problem is the token setup is done on "https://accounts.zoho.in/oauth/v2/token" domain and the bulk write is done on "https://content.zohoapis.com/crm/v8/upload"
                                  • Is anyone else having trouble saving a custom image in their email signature, or is it just me?

                                    When I try to save the image I get an error that says "Operation Failed" I opened a support ticket two weeks ago and received a response that it would be debugged, but it still isn’t working
                                  • Setting up primary mobile number.

                                    Hi Sir Earlier I joined IIFL team and got an organizational email of zoho services. Later i quit and now my account is deactivated with IIFL but i am unable to link my mobile number to my own email id with zoho.
                                  • Add Custom Reports To Dashboard or Home Tab

                                    Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                  • Account in Quick View Filter

                                    I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any
                                  • In arattai received message can't be deleted

                                    The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                  • Zoho sheet for desktop

                                    Hi is zoho sheets available for desktop version for windows
                                  • Tables for Europe Datacenter customers?

                                    It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
                                  • Guided Conversations - Ticket Creation

                                    Hi there, Using Guided Conversations to Take Customer Data and apply it into a Support Ticket for internal use, Is there a way to take multiple Textual Variables Inputs (A series of questions), and have the answers all appear in the Description of the
                                  • How to send certain invoices for Approval based on condition?

                                    To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.
                                  • Unable to continue payment

                                    Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me
                                  • Is there a way to show contact emails in the Account?

                                    I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                  • Massive spam pretending to come from our address – is this a Zoho security issue?

                                    Hi, We’ve been receiving more and more suspicious emails lately — many of them clearly look like scams. But yesterday, we got an email that appeared to be sent from our own address, which was very concerning. We're starting to wonder if this might be
                                  • LINE Auto Message Connect to Zoho

                                    When I integrated LINE into the CRM, I was prompted to disable “Chat,” “Auto Response,” and “Greeting Messages,” and to enable the webhook. However, since I have already set up some auto-reply features in LINE, including Rich Messages and greeting automation,
                                  • System flaws and lack of response from Zoho

                                    I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called
                                  • Cant recieve mails

                                    I’m having an issue with my external IMAP account not fetching any emails into Zoho Mail, even though the connection test says “Success”. I can send, if someone sends an email to me. my original directory (home.pl host) recieves it in their portal but
                                  • Zoho Sheet Autofit Data

                                    While using Autofit Data function in Zoho Sheets with Devnagri Maratji or Hindi Fonts, a word or a number, it keeps couple of characters outside the right side border.
                                  • Enhancements to finance suite integrations

                                    Update: Based on your feedback, we’ve updated the capabilities for integration users. In addition to the Estimates module, they can now create, view, and edit records in all the finance modules including Sales Order, Invoices, Purchase Order. We're also
                                  • Edit 'my' Notes only

                                    The permissions around Notes should be more granular, and allow to user to be able to edit the notes he created only. The edit Notes permission is useful as it allows the user to correct any mistakes or add information as needed. However, with this same
                                  • How do I filter contacts by account parameters?

                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                  • Next Page