Bill by Maxmel Tech

bill is an ai powered financial operations platform for automating accounts payable, receivable, spend, and procurement workflows integrating with make com enables seamless automation of financial processes, improving efficiency and connectivity with other business tools and accounting systems 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 developer account and generate an api key, create your account on bill app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 key,token based authentication,session based authentication api key instructions you need to generate a developer key to access the bill api login to your bill platform account using your credentials navigate to the section for api or developer settings locate the option to generate a developer key generate the developer key note the generated developer key for use in api authentication token based authentication instructions you need to generate the required keys or tokens based on the api product you plan to use login to your bill platform account using your credentials navigate to the api section or developer portal within the bill platform choose the appropriate api product for your use case (such as developer key, ap & ar sync token, accountant console api token, spend & expense api token, or partner app key) follow the prompts to generate the specific credential required for your integration the credential names may include developer key, ap & ar sync token, accountant console api token, spend & expense api token, or partner app key copy and securely store the generated key or token for use in your application session based authentication instructions you need to generate the required keys or tokens for session based authentication login to your bill platform account using your credentials navigate to the section where you can generate or view your developer key, ap & ar sync token, accountant console api token, or partner app key, depending on your use case generate or retrieve the specific credential needed for your integration the exact names as referenced in the documentation are developer key, ap & ar sync token, accountant console api token, spend & expense api token, or partner app key note down the generated credential(s) for use in session based authentication 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 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 selected system, allowing you to record and manage expenses directly within your chosen platform create a customer adds a brand new customer to your account, saving their details in the system for future use 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 system you select, allowing you to manage and track vendor information easily create an invoice generates a new invoice for a selected customer, allowing you to specify details such as items, amounts, and due dates 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 get a vendor fetches and displays detailed information about a specific vendor, such as their contact information, address, and other relevant details get an invoice fetches a specific invoice from the system, allowing you to view all its details and information list bill documents fetches and lists all bill documents stored in the service, allowing you to access and review every bill available list bills fetches and displays a complete list of all your bills, allowing you to easily review and manage your billing records list customers retrieves and displays a complete list of all customers in your account list invoices retrieves a complete list of all your invoices, allowing you to view and manage your billing records in one place list payments retrieves a detailed list of all payments, allowing you to view and manage every payment transaction in your account 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, authorized api request to the service, giving you flexibility to access features or endpoints not covered by the standard modules update a customer allows you to update and modify an existing customer's details—such as their name, contact information, or address—in the system update a vendor updates the details of an existing vendor in your system, allowing you to keep vendor information accurate and up to date update an invoice updates an existing invoice by adding or modifying its details, such as customer information, line items, or payment terms 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 this module activates whenever a new bill is added, allowing you to automatically respond or take action each time a new bill is created in your system watch customers triggers whenever a new customer profile is added to your system, allowing you to automatically start workflows whenever someone signs up or is registered as a customer watch invoices this module activates whenever a brand new invoice is generated, allowing you to automatically kick off workflows whenever an invoice is issued in your system watch payments triggers whenever a new payment is successfully processed, allowing you to take action each time someone completes 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