Bill

bill is an ai powered financial operations platform that automates and centralizes accounts payable, accounts receivable, spend management, procurement, and payments for businesses integrating with make com enables seamless workflow automation between bill and other business tools, improving efficiency and accuracy this is ai generated content based on official bill documentation the content may still contain errors—please verify important information if you have questions, contact bill support directly how to get support on bill bill 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=bill\&app slug=bill community\&app unique id=billcom fya85p requirements to use the bill app in make, you must have a bill developer account, organization id, and developer key, and be signed in to obtain a session id, create your account on bill app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and follow the on screen instructions to complete the setup connect bill and {{product name}} to get started, you must first create a connection between bill and {{product name}} , allowing the two services to communicate you can connect using the following method developer key,ap & ar sync token,accountant console api token,spend & expense api token,partner app key developer key instructions you need to generate your developer key for api access login to your platform using your credentials navigate to the section where you can manage api keys or developer keys generate a new developer key note the generated developer key for use in your application ap & ar sync token instructions you need to generate your ap & ar sync token credentials login to your platform using your credentials navigate to the section for ap & ar sync token based sign in locate or generate your apar sync token name locate or generate your apar sync token value locate your organization id locate your developer key accountant console api token instructions you need to generate your accountant console api token and gather required credentials log in to your bill platform account using your credentials access the section for bill accountant console operations generate your console api token locate and note your console admin email locate and note your console api token locate and note your client organization id locate and note your client developer key spend & expense api token instructions you need to generate a spend & expense api token login to your platform using your credentials navigate to the section for spend & expense api locate the option to generate or retrieve your spend & expense api token copy the generated spend & expense api token for use in your application partner app key instructions you need to obtain your partner app key to perform partner level operations login to your platform using your credentials navigate to the section where api keys and tokens are managed locate the option to generate or view your partner app key retrieve and securely store the partner app key 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=bill\&app slug=bill community\&app unique id=billcom fya85p create the connection in {{product name}} log in in your make account , add the bill 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 bill 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 connect an application bill modules after connecting to the bill app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a payment cancels a specific payment by using its unique id, ensuring that the selected transaction is stopped and no funds are processed create a bill creates a new bill in the specified system, allowing you to record and manage expenses or payments efficiently create a customer adds a brand new customer record to your account, allowing you to store and manage their details within the system create a payment creates a new payment record in the system, allowing you to log and track payment transactions easily create a vendor adds a new vendor record to the chosen system, allowing you to manage and track vendor information within that platform create an invoice generates a detailed invoice for a selected customer, including all relevant billing information get a bill fetches detailed information about a specific bill using its unique id get a customer fetches detailed information about a specific customer from the service, such as their contact details and account information get a payment fetches detailed information about a specific payment from the service, allowing you to view all relevant payment details get a vendor fetches and displays detailed information about a specific vendor, such as their contact details and other relevant data get an invoice fetches a specific invoice from the system, allowing you to view all its details and related information list bill documents fetches all available bill documents from the service, allowing you to access and review every bill stored in your account list bills fetches and displays a complete list of all bills, allowing you to view and manage every bill in your account list customers retrieves a complete list of all customers in your account, allowing you to view detailed information about each customer list invoices retrieves and displays a complete list of all your invoices, making it easy to review your billing history list payments retrieves and displays a complete list of all payments, giving you an overview of every transaction processed list users retrieves and displays a complete list of all users within your account, allowing you to view their details in one place make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules update a customer updates the details of an existing customer in your system, allowing you to modify information such as their name, contact details, or other relevant data update a vendor updates the details of an existing vendor in your system, allowing you to modify information such as contact details, address, or other vendor specific data update an invoice allows you to update an existing invoice by adding or changing its details, such as amounts, dates, or customer information upload a bill document uploads a bill document directly to the location you choose, making it easy to store and manage your billing files watch bills triggers when a new bill is added, allowing you to automatically start workflows whenever a fresh bill appears in your system watch customers triggers whenever a new customer profile is added to your account, allowing you to automatically start workflows as soon as someone becomes a customer watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically kick off workflows whenever an invoice is created watch payments triggers whenever a new payment is successfully processed, allowing you to automatically take action each time you receive a payment templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} bill resources you can have access to more resources related to this app on the following links bill topics on make community bill website bill documentation bill api documentation bill page on make