Tip#120 【Zoho CRM】Word of the day「請求書」

Tip#120 【Zoho CRM】Word of the day「請求書」

みなさん、こんにちは。
今回のTips and Tricksでは、Zoho CRM の「請求書」について改めて振り返ります。
Zoho CRM を使い始めた方も、Zoho CRM を長年ご利用いただいている方もぜひご覧ください!

過去のWord of the day はこちら
-----

◎請求書とは?
請求書とは、顧客から注文を受けた商品や資材、サービスを提供すると同時に、その対価を受け取るために発行する書類です。通常の請求書では、以下の内容が含まれています。

  • 請求番号
  • 請求書の発行日
  • 請求先住所
  • 出荷先住所
  • 支払い条件
  • 数量と価格を含む品目(商品や資材、サービス)

一般的な組織では、請求処理によって販売プロセスが完了し、会計プロセスが開始され
ます。会計プロセスでは、売掛金が財務、会計チームによって管理されます。


◎Zoho CRM で請求書タブを使用するメリット
Zoho CRMシステムでは請求書タブからデータを作成、入力することで、請求書に関する詳細情報を保存できます。その他にも請求書タブを利用することで、以下のようなメリットが得られます。

  • 見積書や受注書のデータを変換して請求書のデータを作成できるので、簡単かつ情報の誤りなくデータを作ることができます。
  • 請求書に取引先や連絡先のデータを関連づけられます。
  • 商品タブに保存している商品データを請求書に関連づけることで、顧客から注文を受けた商品や資材、サービスを記録できます。




※請求書タブはプロフェッショナルプランからご利用可能です。

今週のTipに関するオンラインコンテンツはこちら

このTipは以下の原文を参考に作成しています:

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