Business Operations and ERPs
Bill by Maxmel Tech
23 min
bill com is a cloud based platform for automating accounts payable and receivable processes, streamlining payments and invoicing for businesses integrating with make com enables seamless workflow automation between bill com and other business tools, enhancing financial process efficiency 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 https //www bill com/contact us 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 account and a developer key or a spend and expense api token, https //bill com 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/bill community/ click the install button 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 api token api token instructions you need to retrieve your spend & expense api token complete the sandbox access form to set up a test company in the sandbox environment or ensure you have admin user role in the production environment after setup, locate your spend & expense api token which is provided as part of your sandbox or production credentials 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 will not be processed further create a bill creates a new bill in the specified system, allowing you to record and manage payment details for your transactions create a customer adds a new customer profile to your system, allowing you to store and manage their information for future interactions create a payment creates a new payment record in the system, allowing you to process and track financial transactions easily create a vendor adds a new vendor to the selected system, allowing you to manage and track vendor information efficiently create an invoice generates a new invoice for a specific customer, allowing you to bill them for products or services directly through your account 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 associated payment details get a vendor fetches and displays detailed information about a specific vendor, such as their contact details, address, 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 your bills, allowing you to easily review and manage them in one place list customers retrieves a complete list of all customers from your account, allowing you to view and manage customer details easily list invoices retrieves and displays a complete list of all your invoices, allowing you to view and manage your billing records easily list payments retrieves a detailed list of all payments, allowing you to view information about each transaction list users retrieves and displays a complete list of all users in your account, allowing you to view details for each user make an api call allows you to make a custom api request to the connected service using your own parameters and settings this module lets you interact with any available endpoint, giving you flexibility 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 address update a vendor allows you to update and modify the details of an existing vendor in your system, such as their contact information, address, or other relevant data update an invoice updates 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 organize your billing files watch bills this module activates whenever a new bill is added, allowing you to automatically start workflows or actions in response to each newly created bill watch customers triggers whenever a new customer profile is added to your account, allowing you to automatically respond or take action whenever a new customer signs up or is registered watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to take action as soon as an invoice is created watch payments triggers whenever a new payment is successfully processed, allowing you to take action each time a payment is received 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}} bill resources you can have access to more resources related to this app on the following links https //community make com/search?q=bill https //bill com https //help bill com/direct/s/ https //developer bill com/docs/home https //www make com/en/integrations/bill community