[Money Forward Kakebarai API] A thorough explanation from integration methods with various apps to practical use cases.

What You Can Do with Money Forward Deferred Payment API

By utilizing the Money Forward Deferred Payment API to automate invoice issuance and payment management, you can expect to improve operational efficiency. Particularly useful is the feature that allows automatic reflection of customer information to another application upon invoice issuance completion. This eliminates the need for manual customer information entry and facilitates smooth integration with other business applications.

Additionally, there is a feature to automatically send notifications to chat tools after invoice issuance, enabling automatic information sharing within the team or related departments. This allows stakeholders to immediately grasp the invoice issuance status and respond promptly.

Furthermore, you can automatically reflect a list of unpaid invoices in the database. This allows you to always keep track of the status of outstanding payments, streamlining payment management. Since unpaid invoices are automatically compiled into a list, you can save the effort of manual checking and respond early.

Moreover, there is a feature to automatically issue invoices triggered by status changes in the billing management tool. For example, when a business partner's payment status changes, you can use the API to automatically issue an invoice, reducing the need for manual verification and issuance tasks. This feature allows you to improve operational efficiency, reduce errors, and speed up business processes.

How to Use Money Forward Deferred Payment API

From here, we will explain how to actually use the Money Forward Deferred Payment API.
By using a service called Yoom, which allows no-code app integration, you can easily set it up.

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How to Connect Money Forward Deferred Payment with Yoom

Setting Up My App Integration

Set up to register the app you want to integrate with Yoom. Log in to the Yoom workspace and click on new connection from the My Apps section.

A list of apps that can be connected with Yoom will be displayed, and you can search for "Money Forward Deferred Payment" from the search window at the top.

Enter "Money Forward Deferred Payment" in the search window and click on Money Forward Deferred Payment.
Then, an input screen will be displayed, so please log in.

Once you have completed the input for each item, click the add button to complete the My App registration.
By registering with My Apps, you can now use all the APIs provided by Money Forward Deferred Payment from Yoom!

Master the Money Forward Deferred Payment API Using Yoom Templates!

Yoom offers many "Flowbot Templates" that allow you to use many flowbots with just a click. The following video provides a detailed introduction to flowbots.

From here, we will introduce templates prepared for each actual usage scene and recommended job type.

Examples of Automation Achievable with Money Forward Deferred Payment

Automatic Reflection of Customer Information to Another App Upon Invoice Issuance Completion

By using the Money Forward Deferred Payment API, you can automatically reflect customer information to another application upon invoice issuance completion. This automation prevents manual data entry and transcription errors, improving work efficiency. For example, every time an invoice is issued, information such as the customer's name, invoice amount, payment due date, and invoice number is automatically reflected in CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning) systems.

Such integration maintains consistent data across multiple systems, facilitating smooth customer service and accounting operations. By eliminating the need for manual customer information entry, staff can focus on their core tasks, preventing errors and duplicate data entry. Additionally, since information sharing between systems occurs immediately, you can quickly check the billing status and payment management for customers.

Moreover, this reduces delays in sharing information among multiple departments or personnel, enhancing decision-making speed, which is a welcome benefit.

Automatically Notify Chat Tools When Invoice Issuance is Complete

By utilizing the Money Forward Kakebarai API, it is possible to automatically notify chat tools when an invoice is issued. This automatic notification feature allows you to automatically share information with your team and stakeholders every time an invoice is issued, enhancing transparency and efficiency in operations. For example, by integrating with chat tools such as Slack or Microsoft Teams, notifications are automatically sent every time an invoice is issued, allowing the responsible person to immediately grasp the information.

This eliminates the need to manually check the status of invoice issuance, facilitating smooth information sharing among stakeholders. Furthermore, the notification content can include important information such as invoice number, issue date, customer name, and amount, making it easy to confirm necessary information when prompt action is required. This ensures smooth follow-up and confirmation tasks after invoice issuance, preventing delays in billing operations.

Additionally, when multiple departments or personnel are involved, information can be shared through notifications to chat tools, minimizing the need for confirmation tasks via email or phone.

Automatically Reflect Unpaid Invoice List in Database

By using the Money Forward Kakebarai API, it is possible to automatically reflect the list of unpaid invoices in the database. Typically, managing unpaid invoices requires manual data entry and repeated verification processes, but with this automation, unpaid invoice information is automatically reflected in the database, allowing for quick and accurate management.

Specifically, when an unpaid invoice occurs, specified information (such as invoice number, customer name, amount, and payment due date) is automatically added to the database through the API. By automating this process, the hassle of manually entering information is eliminated, and you can always check the latest unpaid information, significantly improving the accuracy and efficiency of payment management.

Additionally, with the unpaid list automatically reflected in the database, accounting and sales personnel can immediately grasp the status of unpaid amounts and send reminders or take action with customers at the appropriate time. This allows for early detection of payment delays and swift execution of necessary measures, leading to improved cash flow.

Furthermore, based on this automatically reflected data, it is also possible to visualize trends and statuses of unpaid amounts on a dashboard, utilizing it as important data to support management decisions. It helps prevent manual input errors and delays, enhances operational efficiency, and contributes to reducing the risk of unpaid amounts.

Automatically Issue Invoices Triggered by Status Changes in Billing Management Tools

By using the Money Forward Kakebarai API, you can automatically issue invoices triggered by status changes in billing management tools. For example, when a specified status is updated in kintone, you can automatically link that information to Money Forward Kakebarai via the API and create a system that automatically issues invoices. This automation significantly reduces the manual work of issuing invoices, improving operational efficiency and preventing errors.

Since this automation is triggered by a simple action of "status change," it eliminates the need for manual checks and inputs, thereby shortening the time required to issue invoices. Especially when managing regular billing or numerous clients, it helps prevent missed or delayed invoice issuance, contributing to cash flow stabilization.

Additionally, status management after invoice issuance can also be automated, allowing you to appropriately take the next actions (such as payment reminders or payment confirmations) based on the fact that an invoice has been issued. Such integration makes the overall workflow seamless, leading to improved operational efficiency across the entire organization.

Recommended Users for Money Forward Deferred Payment API

Those who want to track unpaid invoices
Those who want to automate information sharing within the team
Those who want to automate the invoice issuance process

Summary

In this article, we introduced app integration using the Money Forward Deferred Payment API and actual automation examples. By using the Money Forward Deferred Payment API, you can automatically synchronize customer information and send automatic notifications to chat tools. This significantly reduces the time spent on administrative tasks, thereby improving operational efficiency. If you find any templates introduced in the article interesting, you can easily use them by simply clicking "Try it."

By utilizing Yoom, you can easily implement automation without programming knowledge. If you want to experience it, please register for free from here.