新しい [請求書] タブから直接請求書を生成して送信します。商談または見積から請求書を作成し、商談を成立させたときに PDF を顧客にメール送信します。1 回のクリックで請求書を直接メール送信するか、独自のレコード用にダウンロードして他のチャネルで送信します。各 Starter 組織または Pro Suite 組織では、1 か月あたり最大 1,000 件の請求書を生成できます。
時期: この機能は、2026 年 6 月 13 日以降に使用可能になります。
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