Overview
Edit quotes and invoices in Money Forward Cloud Invoice. Covers accessing edit mode, handling sent documents, working with form fields, and saving changes.
URLs
| Page | URL | Purpose |
|---|---|---|
| Quotes | https://invoice.moneyforward.com/quotes | Quote list |
| Invoices | https://invoice.moneyforward.com/billings | Invoice list |
| Direct Access | https://invoice.moneyforward.com/quotes?document_number={NUMBER} | Access specific document |
Critical Constraints
- Sent Document Warning: Editing sent documents shows confirmation dialog
- No Auto-Resend: Editing does not automatically resend to recipients
- Item Autocomplete: Item name uses React-Select - must confirm with Enter
- Real-time Preview: Changes reflect immediately in preview panel
Workflow: Edit Document
1. Navigate to Document
Use direct URL with document number or search in list view.
2. Open Document
Click on the document row to view details.
3. Enter Edit Mode
Click 編集 (Edit) button.
4. Handle Sent Document Dialog
If document was previously sent, a confirmation appears:
送付済みの帳票ですが、編集しますか？ (This document has been sent. Do you want to edit it?)
Click OK to proceed.
5. Make Changes
Edit fields as needed (see Editable Fields section).
6. Save Changes
Click 保存 (Save) button and wait for confirmation.
Editable Fields
Header Section
| Field (Japanese) | Field (English) | Description |
|---|---|---|
| 取引先 | Client | Company and contact person |
| 件名 | Subject | Document title/project name |
| 発行日 | Issue date | Document issue date |
| 有効期限 | Validity date | Quote expiration (quotes only) |
Line Items
| Field (Japanese) | Field (English) | Description |
|---|---|---|
| 品目 | Item name | Autocomplete dropdown |
| 数量 | Quantity | Number of units |
| 単価 | Unit price | Price per unit |
| 単位 | Unit | e.g., 式, 個, 時間 |
Footer Section
| Field (Japanese) | Field (English) | Description |
|---|---|---|
| 備考 | Notes | Multiline text field |
Workflow: Edit Item Names
The item name field uses an autocomplete dropdown (React-Select):
1. Click Item Field
Click on the item name field to activate.
2. Search or Type
- Start typing to search existing items
- Select from suggestions, or
- Continue typing for new item
3. Confirm Entry
Press Enter to confirm your entry.
Tip: To replace existing text completely, select all text first (Ctrl/Cmd+A), then type new value.
Workflow: Edit Description
The description (備考) field supports multiline text:
1. Click Field
Click on the description field.
2. Enter Text
Type text with line breaks as needed.
3. Field Expands
Field automatically expands to accommodate content.
Page Structure Reference
Edit Mode Elements
| Element | Description |
|---|---|
| Edit button | 編集 - enters edit mode |
| Save button | 保存 - saves changes |
| Cancel button | Cancel editing |
| Preview panel | Real-time preview of changes |
| Form fields | Editable input fields |
Confirmation Dialog Elements
| Element | Description |
|---|---|
| Dialog message | Warning about editing sent document |
| OK button | Proceed with editing |
| Cancel button | Cancel and return to view |
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Edit button missing | Insufficient permissions | Check user role/permissions |
| Item not updating | Autocomplete not confirmed | Press Enter after typing |
| Changes not saving | Validation error | Check required fields |
| Preview not updating | Browser cache | Refresh page |
| Sent dialog keeps appearing | Document was sent | Expected behavior - click OK |
Notes
- Preview panel updates in real-time as you edit
- Tax calculations update automatically when amounts change
- Use direct URL access to quickly navigate for editing
- After editing a sent document, manually resend if recipient needs updated version
- All changes are tracked in document history