Commerce
Billingo by Maxmel Tech
19 min
billingo is an online invoicing and business management platform that streamlines billing, expense tracking, and financial reporting integrating billingo with make com enables automated workflows for invoicing, payments, and data synchronization, saving time and reducing manual tasks this is ai generated content based on official billingo documentation the content may still contain errors—please verify important information if you have questions, contact https //support billingo hu/ directly how to get support on billingo billingo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=billingo\&app slug=billingo community\&app unique id=bilingo 7hh4tu requirements to use the billingo app in make, you must have an active account and an api key generated from the settings menu, https //billingo hu app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/billingo community/ click the install button follow the on screen instructions to complete the setup connect billingo and {{product name}} to get started, you must first create a connection between billingo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate an api key from the billingo platform log in to your billingo account navigate to the settings section select the api keys menu click on the option to create a new api key (új api kulcs) choose the required api version (v3 or v2) based on your integration needs for v3, only the public key is required and will be displayed after creation for v2, both a public key and a private key are required the private key can be accessed by clicking the shield icon next to the generated api key note the generated key(s) for your integration some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=billingo\&app slug=billingo community\&app unique id=bilingo 7hh4tu create the connection in {{product name}} https //www make com/en/register , add the billingo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your billingo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page billingo modules after connecting to the billingo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a document cancels a specific document, stopping any further processing or actions related to it create a document creates a brand new document from scratch, allowing you to start working on fresh content right away create a document from a proforma generates a brand new document based on a selected proforma template create a product adds a brand new product to your catalog using the details you specify, such as name, description, price, and other relevant information delete a payment history removes a specific payment record from a document, allowing you to keep your payment history up to date delete a product permanently removes a selected product from your inventory download a document downloads a pdf version of your selected document, making it easy to save or share the file as needed get a document fetches and returns the details of a specific document you select get a document's status history fetches detailed information about the status history of a specific document, allowing you to see all the updates and changes that have occurred to that document over time get a product fetches detailed information about a specific product, including its attributes and descriptions list document payments fetches and displays a list of payments associated with your documents, helping you easily track payment details for each document list products fetches and displays a detailed list of all products available in your account make an api call allows you to make a custom, authorized api request to the service, giving you the flexibility to interact with any endpoint or perform actions not covered by the standard modules search documents finds and retrieves documents that match your search criteria send a document sends a selected document directly to the email addresses you specify update a document payment updates the payment history section of a specific document, allowing you to add or modify payment records associated with that document update a product updates the information for a specific product, allowing you to modify its details such as name, description, price, or other attributes watch documents triggers whenever a brand new document is added, allowing you to automatically start workflows or actions based on the creation of that document templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} billingo resources you can have access to more resources related to this app on the following links https //community make com/search?q=billingo https //billingo hu https //support billingo hu/ https //app swaggerhub com/apis/billingo/billingo/3 0 14 https //www make com/en/integrations/billingo community