Bulk creation of billing documents via transaction CSV upload

You can now create billing documents in bulk by uploading a CSV file containing transaction details in Money Forward Cloud Invoice.

Changes

  • You can download the transaction sample CSV file from the Sample CSV screen.
  • You can upload files from the CSV Upload (Transaction) tab on the Bulk Add CSV screen.
  • You can create quotes, delivery slips, and invoices from the same CSV file.
  • You can configure fields such as notes and dates for each document.
  • Receipts are not supported.

Affected areas

見積書一覧納品書一覧請求書一覧サンプルCSVサンプルCSV(取引)CSV一括追加CSVアップロード(取引)

Screenshots

Bulk creation of billing documents via transaction CSV uploadBulk creation of billing documents via transaction CSV uploadBulk creation of billing documents via transaction CSV uploadBulk creation of billing documents via transaction CSV upload
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This summary is independently created by Release Radar and is not an official announcement from the vendor. Please read the official page for accurate details.