FastBill by Maxmel Tech

fastbill is a cloud based invoicing and accounting solution for small businesses, streamlining financial tasks and compliance integrating with make com enables automated workflows for invoicing, document management, and financial processes, saving time and reducing manual effort 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 https //support fastbill com/hc/de/sections/4404384528018 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, https //fastbill 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/fastbill community/ 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,api keys basic auth instructions you need to retrieve your e mail address and api key login to your fastbill account using your credentials navigate to the section where api access or api credentials are managed locate your e mail address associated with your fastbill account find and note your api key for the relevant fastbill account api keys instructions you need to retrieve your api key and the associated e mail address from your fastbill account login to your fastbill account using your credentials navigate to the section where api access or api key management is available in your account settings locate your api key and the e mail address associated with your fastbill account if an api key is not yet generated, create or generate a new api key as instructed in your account copy and securely store your api key and the associated e mail address for use in your application 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 cancels a selected invoice in your connected system, ensuring that the invoice is marked as void and no longer considered active complete an invoice this module marks an invoice as completed, updating its status in the system to reflect that the payment process or required actions have been finished create a contact adds a new contact to the service you select, allowing you to easily store and manage contact information within that platform create a customer adds a new customer to your system, storing their details for future reference and transactions create a document creates a brand new document in the chosen service, allowing you to easily start working on 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 managing work from scratch 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 fresh content easily create an invoice generates a new invoice in the service using the details you provide, such as customer information, items, and amounts delete a contact permanently removes a selected contact from your chosen service, ensuring that the contact’s information is deleted from your account 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 in the service delete a recurring invoice permanently removes a selected 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 and returns a complete list of all articles available from the service, allowing you to access and review every article 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 customers from your account, allowing you to view and manage customer details easily get documents fetches all available documents from the service, allowing you to access and review every document stored within your account get invoices fetches 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 created or 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 api request to the service, using your authorized connection this lets you interact with features or endpoints that may not be available in the standard modules mark an invoice as paid updates the status of a selected invoice to "paid" within the system, helping you keep your financial records accurate and up to date send an invoice by email sends an invoice directly to a recipient’s email address, allowing you to quickly deliver billing information to your customers send an invoice by post sends a physical invoice by mail to the recipient you specify update a contact updates an existing contact in the system by modifying their information with the details you provide 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 removing contributors update a recurring invoice updates the information on an existing recurring invoice, allowing you to modify details such as dates, amounts, or customer information update an article updates the details of an existing article in your system, allowing you to modify its content, title, or other information as needed update an invoice allows you to modify an existing invoice by updating its details or making changes to the information it contains 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 automate actions in response to real time updates or changes within the app 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}} fastbill resources you can have access to more resources related to this app on the following links https //community make com/search?q=fastbill https //fastbill com https //support fastbill com/hc/de https //apidocs fastbill com/ https //www make com/en/integrations/fastbill community