Billogram by Maxmel Tech

billogram is a digital invoicing and payments platform that streamlines billing processes for businesses integrating it with make com enables automated invoice management, payment tracking, and improved financial workflows, saving time and reducing manual errors this is ai generated content based on official billogram documentation the content may still contain errors—please verify important information if you have questions, contact https //billogram com/contact directly how to get support on billogram billogram 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=billogram\&app slug=billogram community\&app unique id=billogram vscdl3 requirements to use the billogram app in make, you must have an active account and an api user with an api key, https //billogram 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/billogram community/ click the install button follow the on screen instructions to complete the setup connect billogram and {{product name}} to get started, you must first create a connection between billogram 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 user and api key log in to your billogram account navigate to the settings page scroll to the bottom of the settings page generate an api user and api key for authorizing to the api 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=billogram\&app slug=billogram community\&app unique id=billogram vscdl3 create the connection in {{product name}} https //www make com/en/register , add the billogram 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 billogram 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 billogram modules after connecting to the billogram app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a message to billogram adds a custom message to a selected billogram, allowing you to include additional information or communicate directly with the recipient through the billogram add a pdf attachment to billogram attaches a pdf file to an existing billogram, allowing you to include additional documents or information with your invoice create a credit billogram generates a credit billogram in the system, allowing you to issue a credit invoice for a customer create a customer adds a brand new customer record to your system, capturing their details for future reference and interactions create an invoice generates a new invoice through the billogram platform, allowing you to easily bill your customers directly from your account create an invoice generates a new invoice within the system, allowing you to record and manage billing details for your transactions create an item adds a new entry to the selected database or service, allowing you to store and organize your information efficiently delete an item removes a specific item that you select from your data or list get customers fetches a complete list of all customers from your account, allowing you to view and manage customer details in one place get invoices fetches a complete list of all invoices from your account, allowing you to view and manage every invoice in one place get items fetches and displays a complete list of all items available, allowing you to view every entry in your collection get reports fetches a complete list of all available reports from the service, allowing you to access and review every report in your account get a customer fetches detailed information about a specific customer using their unique id get a report fetches a detailed report, allowing you to access specific data or insights generated by the system get an invoice fetches a specific invoice or billogram document from the service, allowing you to access detailed billing information as needed get an item fetches a specific item or record from the service you choose, allowing you to access detailed information stored within that service make an api call allows you to send a custom api request to the connected service using your own parameters and settings, giving you flexibility to access features or data not covered by the standard modules mark a billogram as confirmed loss marks a billogram as a confirmed loss, meaning the invoice has officially been recognized as unpaid and will not be collected this action updates the billogram’s status to reflect its final, non payment outcome register a payment records a payment on billogram by applying it to a specific invoice, helping you keep your invoice payments up to date remove overdue charges removes any outstanding overdue charges from a billogram invoice, helping you keep your billing records up to date remove a set respite deletes a previously scheduled respite, removing the break or pause that was set earlier resend a billogram sends a previously issued billogram to the recipient again revert a writedown billogram reverses a previously applied writedown on a billogram, restoring the original amount before the writedown was made send a billogram to a collector sends a billogram invoice directly to a chosen collector, making it easy to manage and track your billing process send a reminder for billogram sends a reminder for a billogram that hasn't been paid yet this action can only be used after the bill's due date has passed send an invoice creates and sends an invoice directly to a customer, allowing you to bill them for products or services provided set a respite sets a respite period, allowing you to pause or delay actions for a specific event or task before continuing with the next steps in your workflow update a billogram updates an existing billogram with the specific information you provide, allowing you to modify details such as customer data, items, or payment terms update a customer updates an existing customer’s details in the system, allowing you to modify information such as their name, contact details, or other relevant data update an item updates an existing item by applying the specific details or changes you provide watch billograms/invoices this module activates whenever a new billogram or invoice is generated, allowing you to automatically start workflows as soon as a new billing document is created watch customers this module activates whenever a new customer is created or when details of an existing customer are modified, helping you stay up to date with your customer information watch items this module activates whenever a new item is added or when an existing item is updated, allowing you to automatically respond to changes or additions in your data write down remaining principal sum records the outstanding principal balance for a selected account or loan, helping you keep track of how much is left to repay 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}} billogram resources you can have access to more resources related to this app on the following links https //billogram com https //billogram com/documentation/#customers list https //www make com/en/integrations/billogram community