Overview
Create and manage quotes and invoices in Money Forward Cloud Invoice. Covers direct URL access, creating documents, duplicating, converting between document types, and downloading PDFs.
URLs
| Page | URL | Purpose |
|---|---|---|
| Quotes | https://invoice.moneyforward.com/quotes | Quote list view |
| Invoices | https://invoice.moneyforward.com/billings | Invoice list view |
| Quote by Number | https://invoice.moneyforward.com/quotes?document_number={NUMBER} | Direct quote access |
| Invoice by Number | https://invoice.moneyforward.com/billings?document_number={NUMBER} | Direct invoice access |
Note: Use billings endpoint for invoices, not invoices.
Critical Constraints
- Authentication Required: Must be logged into Money Forward account
- Document Number Format: Quotes use
QUO{YYYYMMDD}{NNN}, Invoices useINV{YYYYMMDD}{NNN} - Item Autocomplete: Item name field uses React-Select - type and press Enter to confirm
- Sent Document Editing: Previously sent documents show confirmation dialog when editing
Document Number Format
| Type | Prefix | Example |
|---|---|---|
| Quote | QUO | QUO20251225003 |
| Invoice | INV | INV20251128007 |
Workflow: Create Quote
1. Navigate to Quotes Section
Go to Quotes list or click "Create Quote" button.
2. Fill Required Fields
| Field (Japanese) | Field (English) | Description |
|---|---|---|
| 取引先 | Client | Searchable dropdown for company |
| 件名 | Subject | Document title/project name |
| 品目 | Item name | Autocomplete - type and Enter |
| 数量 | Quantity | Number of units |
| 単価 | Unit price | Price per unit |
| 有効期限 | Validity date | Quote expiration date |
| 備考 | Notes | Additional description |
3. Save Document
Click 保存 (Save) to create the quote.
Workflow: Duplicate Quote
1. Open Quote
Navigate to the quote using direct URL or search.
2. Access Duplicate Menu
Click 複製 / 変換 (Duplicate / Convert) button.
3. Select Option
Choose 見積書を複製 (Duplicate Quote).
4. Modify and Save
Edit fields as needed and save.
Workflow: Convert Quote to Invoice
1. Open Quote
Navigate to the quote to convert.
2. Access Convert Menu
Click 複製 / 変換 (Duplicate / Convert) button.
3. Select Invoice
Choose 請求書 (Invoice) option.
4. Review New Invoice
A new invoice is created with a new document number. Review and save.
Workflow: Download PDF
1. Open Document
Navigate to the quote or invoice.
2. Click PDF Button
Click the PDF button in the toolbar.
3. Download
Click ダウンロード (Download) in the dialog. File downloads to browser's download location.
Key UI Elements Reference
| Japanese | English | Purpose |
|---|---|---|
| 見積書 | Quote | Estimate document |
| 請求書 | Invoice | Billing document |
| 納品書 | Delivery note | Delivery confirmation |
| 領収書 | Receipt | Payment receipt |
| 保存 | Save | Save document |
| 編集 | Edit | Edit document |
| 削除 | Delete | Delete document |
| 複製 / 変換 | Duplicate / Convert | Copy or convert type |
| メール | Send via email | |
| Generate PDF |
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Document not found | Wrong document number | Verify number format (QUO/INV prefix) |
| Item not saving | Autocomplete not confirmed | Press Enter after typing item name |
| Client dropdown empty | Not loaded | Wait for page load or refresh |
| PDF not downloading | Popup blocked | Allow popups for the site |
Notes
- Item name field uses autocomplete - type and press Enter to confirm new items
- Description field supports multiline text
- Validity date can be set using calendar picker or direct input (YYYY/MM/DD)
- Tax calculations update automatically when amounts change
- Preview panel shows real-time updates during editing