[Money Forward Cloud Invoice API] A comprehensive guide from integration methods with various apps to practical use cases.

What You Can Do with Money Forward Cloud Invoice API

With the Money Forward Cloud Invoice API, you can automate the registration of business partners and the issuance of quotations and invoices.
This eliminates the need for manual registration and issuance by the person in charge, significantly reducing workload and time.

By utilizing the Money Forward Cloud Invoice API and external application APIs, you can automate the registration of business partners based on data from external applications, saving the trouble of manual registration.
This allows the person in charge to be freed from registration tasks and focus on other duties.
Additionally, you won't need to switch between multiple systems to register business partner information.
Furthermore, you can also register using forms from external applications, allowing you to register business partners based on the input content of the forms.
This is especially beneficial for companies with many business partners, as the high frequency of registration can be expected to reduce workload.

Moreover, the issuance of quotations and invoices can also be achieved using the Money Forward Cloud Invoice API.
For example, you can automatically create invoices from business partner information registered in the database of an external application.
This helps prevent human errors such as duplicate or incorrect creation, allowing you to issue documents based on accurate data.
Additionally, you can trigger document issuance based on status updates, reducing the burden of manual confirmation and input by accounting personnel.

How to Use Money Forward Cloud Invoice API

This time, we will use a service called Yoom to utilize the Money Forward Cloud Invoice API without any code.

[What is Yoom]

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How to Connect Money Forward Cloud Invoice with Yoom

Setting Up My App Integration

Register your app with Yoom for My App integration.
Log in to Yoom and click "My Apps" → "New Connection" on the left side of the Yoom screen.

A list of apps that can be connected with Yoom will be displayed. Search for "Money Forward Cloud Invoice," which will be used this time, from the search box at the top.

Enter "Money Forward Cloud Invoice" in the search box and click on Money Forward Cloud Invoice.
The following screen will be displayed, so please log in to Money Forward Cloud Invoice.

If Money Forward Cloud Invoice is displayed in your My Apps section, registration is complete.

By registering in My Apps, you can now use all the APIs provided by Money Forward Cloud Invoice from Yoom!

Master Money Forward Cloud Invoice API Using Yoom Templates!

Yoom offers many "Flowbot Templates," which allow you to use many flowbots with just a click.
The details of the flowbots are introduced in the video below.

From here, we will introduce the templates that are actually prepared for each recommended job type and usage scene.

Examples of Automation Achievable with Money Forward Cloud Invoice API

Here are some examples of automation using the Money Forward Cloud Invoice API.
Click on the template you are interested in to see the details.
If you want to try automation, click "Try it" within the template.

1. Automatically Register Business Partners

By utilizing the Money Forward Cloud Invoice API and external application APIs, you can automatically register business partners based on data from external applications.
For example, you can retrieve information from the database of an external application that manages business partner information and automatically register it in Money Forward Cloud Invoice.
This eliminates the need for manual input, improving operational efficiency.
This is particularly effective for companies with many business partners, as frequent registration is necessary, making it a useful automation to reduce workload.
This allows the person in charge to allocate the time previously spent on registration to other high-priority tasks.

Register a client based on information from the form
It is also possible to automatically register a client based on information from a form in an external application.
For example, when entering new client information into a form in an external application, it is automatically registered in Money Forward Cloud Invoice, eliminating the need for manual registration.
This helps reduce human errors such as duplicate registrations and registration mistakes, and prevents the risk of creating documents with incorrect information.
Additionally, since there is no need for correction work due to incorrect registration, it is a significant advantage that allows for secure operation.

2. Automate Invoice Issuance

By combining the Money Forward Cloud Invoice API with external application APIs, invoices can be issued automatically.
For example, invoices can be automatically created based on data such as deal information and business partners registered in the external application's database.
This helps prevent errors and omissions in invoice creation, ensuring accurate issuance.
Additionally, there is no need to verify amounts or business partner information, significantly reducing the time required for invoicing tasks.
As a result, improvements in the accuracy and speed of invoice creation can be expected.

Issue an invoice after status update
‍Additionally, you can automatically create an invoice in Money Forward Cloud Invoice when the status of the database in an external application is updated.
For example, when the status of an external application changes to "Completed," you can create an invoice in Money Forward Cloud Invoice, saving the accounting staff the trouble of checking the status update.
This is expected to speed up the billing process, allowing accounting staff to focus on other tasks such as payroll and document organization.

3. Automatically Create Quotations You can automate the creation of quotations by combining the Money Forward Cloud Invoice API with an external application API. For example, when the status in the external application's database is updated to "Completed," a quotation can be automatically generated, allowing for centralization. Typically, when creating quotations manually, you need to check each item one by one, which is time-consuming and labor-intensive. However, by automatically generating the corresponding quotation with the status update, such issues can be resolved. This allows for faster creation than manual processes and reduces the burden on staff by eliminating the need to navigate multiple systems. Additionally, preventing delays in quotation creation may result in improved reliability with customers. This can be particularly effective during busy periods or at the end of the month when quotation creation is in high demand.

Recommended Users for Money Forward Cloud Invoice API

Those who manage multiple client information and find the registration process cumbersome
Accounting personnel who want to create quotes and invoices accurately and quickly
Those who utilize databases and wish to streamline their operations

Summary

By utilizing the Money Forward Cloud Invoice API, you can flexibly build your workflow through external application APIs.
Especially by linking with external application forms, databases, and status updates, you may be able to smoothly proceed with client registration and the issuance of quotes and invoices.
This can prevent errors in quote and invoice creation and client registration, ensuring accurate processing.
Additionally, it reduces the hassle of moving between multiple systems, thereby alleviating the burden on personnel.

Yoom's automation can be easily implemented by anyone without the need for complex code input.
Let's use the templates introduced this time to streamline your daily operations.