FastBill by Maxmel Tech

fastbill is an online invoicing and financial management platform for small businesses, offering features like automated invoicing, expense tracking, and reporting integrating with make com enables automated financial workflows and seamless data exchange with other business tools this is ai generated content based on official fastbill documentation the content may still contain errors—please verify important information if you have questions, contact fastbill support directly how to get support on fastbill fastbill 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=fastbill\&app slug=fastbill community\&app unique id=fast bill sdafa7 requirements to use the fastbill app in make, you must have an active fastbill account and an api key, create your account on fastbill 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 fastbill and {{product name}} to get started, you must first create a connection between fastbill and {{product name}} , allowing the two services to communicate you can connect using the following method basic auth,custom headers (x username, x password) basic auth instructions you need to retrieve your e mail address and api key from your fastbill account login to your fastbill account using your credentials navigate to the section where your api key is displayed within your account settings locate your e mail address associated with your fastbill account note both your e mail address and your api key custom headers (x username, x password) instructions you need to retrieve your add on credentials (api key and e mail address) and the user's e mail address and password login to your fastbill account using your credentials navigate to the section where add on credentials are managed locate or generate the add on api key and the add on e mail address for your application obtain the e mail address and password of the user whose data your application will access 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=fastbill\&app slug=fastbill community\&app unique id=fast bill sdafa7 create the connection in {{product name}} log in in your make account , add the fastbill 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 fastbill 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 fastbill modules after connecting to the fastbill app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an invoice this module allows you to cancel a selected invoice within the connected system, ensuring that the invoice is marked as void or no longer valid complete an invoice this module marks an invoice as completed, updating its status in the system to indicate that all necessary actions for this invoice have been finished create a contact adds a brand new contact to the service you choose, allowing you to easily store and manage contact information within that platform create a customer adds a new customer to your account, storing their details in the system for future use create a document creates a brand new document in the service you choose, allowing you to start working with fresh content right where you need it create a project creates a brand new project within the chosen service, allowing you to start organizing tasks and resources right away create a recurring invoice generates a recurring invoice according to the details you specify, allowing you to automate regular billing for your customers create an article creates a brand new article in your selected workspace, allowing you to add content and details as needed create an invoice generates a new invoice in the service using the details you provide, allowing you to bill your customers quickly and accurately delete a contact permanently removes a selected contact from the chosen service, ensuring that the contact’s information is no longer stored or accessible within that platform delete a customer permanently removes a selected customer from your account in the service delete a project permanently removes a selected project from your account on the service delete a recurring invoice permanently removes a specific recurring invoice from your system, ensuring it will no longer be generated or processed in the future delete an article permanently removes a selected article from your account on the service delete an invoice permanently removes a selected invoice from your account, ensuring it is no longer available in the system get articles fetches all available articles from the service, allowing you to access and review the complete list of articles stored in your account get contacts fetches a complete list of all your contacts, allowing you to view and manage everyone stored in your account get customers fetches a complete list of all your customers, allowing you to view and manage every customer record in your account get documents fetches all available documents from the service, allowing you to access and review every document stored within your account get invoices retrieves a complete list of all your invoices, allowing you to view and manage every invoice in your account get projects fetches and lists all the projects available in your account, giving you an overview of every project you have access to get recurring invoices fetches a complete list of all your recurring invoices, allowing you to view and manage every invoice that is set to repeat automatically lock an invoice locks an invoice to prevent any further changes, ensuring that its details remain secure and unaltered 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 mark an invoice as paid updates the status of a selected invoice to "paid" in the system, helping you keep your records accurate and up to date send an invoice by email sends an invoice directly to a recipient’s email address, making it easy to deliver billing information quickly and securely send an invoice by post sends a physical invoice by mail to the recipient you specify update a contact allows you to update an existing contact’s information in the system by specifying the details you want to change, such as name, email address, or other contact fields update a customer updates the details of an existing customer, such as their name, contact information, or address update a project allows you to update an existing project by modifying its details, changing its status, or adding and editing information about its contributors update a recurring invoice updates the information on an existing recurring invoice, allowing you to modify details such as customer info, billing amounts, schedule, or other invoice settings update an article updates the details of an existing article in your system, allowing you to modify its content or other information as needed update an invoice allows you to modify an existing invoice by updating its details or making necessary changes watch events the "watch events" module monitors your selected app for new events as they happen, and instantly triggers your scenario whenever a new event is detected this helps you stay up to date and automate actions based on real time activity within your app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} fastbill resources you can have access to more resources related to this app on the following links fastbill topics on make community fastbill website fastbill documentation fastbill api documentation fastbill page on make