> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 3. Manage SaaS Invoices and Receipts

> You can now store and view SaaS payment invoices and receipts in our service. This eliminates the need to search for SaaS payment information, reducing the burden on administrators. Setup is straightforward — just forward invoice and receipt emails to a designated email address.

## Overview

Store and view SaaS payment invoices and receipts in our service.

This eliminates the need to hunt for SaaS payment information, reducing the burden on administrators.

Setup is straightforward — just forward invoice and receipt emails to a designated email address.

## Setup

### Forward invoices and receipts

Forward your SaaS invoice and receipt emails to the forwarding address shown under **Settings > Email Forwarding > Forwarding Email**.

The forwarding email address is unique to each customer (tenant).

`tenant-name-string@domain`

<img src="https://mintcdn.com/moneyforwardi/INQtz4Qfwz6vAyjM/images/it-management/m77x6j9ug9/1781210283862-2026-06-12-5-37-01.png?fit=max&auto=format&n=INQtz4Qfwz6vAyjM&q=85&s=4d4acc9cbea7fa14293d56620a3ce33e" alt="Email forwarding address settings screen" width="1920" height="354" data-path="images/it-management/m77x6j9ug9/1781210283862-2026-06-12-5-37-01.png" />

<Info>
  Once you configure forwarding to this address, emails will be forwarded automatically. Refer to your email system's documentation for setup instructions.

  Reference: [Automatically forward Gmail to another account](https://support.google.com/mail/answer/10957?hl=ja#zippy=%2C%E8%87%AA%E5%8B%95%E8%BB%A2%E9%80%81%E3%82%92%E6%9C%89%E5%8A%B9%E3%81%BE%E3%81%9F%E3%81%AF%E7%84%A1%E5%8A%B9%E3%81%AB%E3%81%99%E3%82%8B)

  \*For Gmail, a confirmation email is sent to the forwarding address when you set up a forwarding rule, but it is automatically approved within a few minutes. No action is required on your part.
</Info>

### Recommended setup

To prevent invoice emails from being lost, we recommend routing through a mailbox rather than specifying the forwarding address directly in the SaaS billing settings. If you do specify it directly from the SaaS side, configure it as follows to retain messages in a mailbox as well.

1. Create a group address (mailing list) with a name such as billing\@.
2. Add both a personal email address and the forwarding email address to the mailing list.
3. Set the mailing list as the email address for the SaaS payment account (contact).

This allows you to retain messages in a mailbox while centralizing management.

If you cannot use a group address, specify a personal email address and configure forwarding to the forwarding email address.

### View invoices and receipts

<Info>
  Admin permissions are required to view this section. For details, see the [basic roles](/en/it-management/settings/yne7fl2lcy-role-new#basic-roles).
</Info>

Open **Spend > Receipts & Invoices**.

#### Edit or delete a service name

The system automatically matches email subjects against the SaaS database to link records to SaaS names.

<img src="https://mintcdn.com/moneyforwardi/INQtz4Qfwz6vAyjM/images/it-management/m77x6j9ug9/1781210605638-2026-06-12-5-42-56.png?fit=max&auto=format&n=INQtz4Qfwz6vAyjM&q=85&s=7d348a5de0bf9aa5a6c0d628f6c3d3cc" alt="SaaS name edit and delete operation screen" width="1920" height="635" data-path="images/it-management/m77x6j9ug9/1781210605638-2026-06-12-5-42-56.png" />

| Action | Description                                          |
| ------ | ---------------------------------------------------- |
| Edit   | Click **Edit** to manually link a record to a SaaS.  |
| Delete | Click **Delete** to remove the record from the list. |

#### View payment details

Click a record to view the forwarded email body and any attachments.

You can also download the body and attachments, and edit or delete the record.

<img src="https://mintcdn.com/moneyforwardi/INQtz4Qfwz6vAyjM/images/it-management/m77x6j9ug9/1781210612751-2026-06-12-5-43-09.png?fit=max&auto=format&n=INQtz4Qfwz6vAyjM&q=85&s=4698d1afffd9616fa0609ec81834d4d6" alt="Invoice email detail — body and attachment view" width="1920" height="731" data-path="images/it-management/m77x6j9ug9/1781210612751-2026-06-12-5-43-09.png" />

### If emails do not appear

One of the following situations may apply.

* **The forwarded email did not match any SaaS.**
* **The forwarded email was not identified as an invoice or receipt.**

In either case, click **Show unmatched data** and check whether the email appears in the list. Use the **Edit** button to manually link it to a SaaS.