FastBill

fastbill is a german cloud based invoicing and bookkeeping solution for freelancers and small businesses, offering automated invoicing, receipt capture, and banking integration integrating with make com enables users to automate finance workflows and synchronize data across 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\&app unique id=fastbill app 0exbaj 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 start by installing the app from the make integration page click the install button and 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 basic auth instructions you need your fastbill e mail adresse and api key login to your fastbill account using your credentials navigate to the section where your api key is displayed this is typically found in your account or user settings locate your e mail adresse associated with your fastbill account copy your e mail adresse copy your api key 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\&app unique id=fastbill app 0exbaj 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 fastbill modules after connecting to the fastbill app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create business customer create business customer adds a new business customer to your system, allowing you to store and manage their company details for future transactions and communications create consumer customer creates a new consumer customer by adding their details to your system, allowing you to manage and interact with them as individual clients create expense create a new expense entry, allowing you to record spending details you can also attach a file, such as a receipt, to keep all related information in one place create invoice generates a brand new invoice, allowing you to easily bill your customers for products or services create revenue creates a new revenue entry in your system, allowing you to log income details you also have the option to attach a file, such as a receipt or invoice, to the entry for better record keeping get all customers retrieve a complete list of all customers from your account, allowing you to view and manage customer details in one place get customer by id retrieve detailed information about a specific customer by entering their unique id get expense this module lets you retrieve detailed information about one or more expense entries from your account by default, it will return 10 expense records if you don’t apply any filters if you set a limit, you can get up to 100 expense entries at once, making it easy to review and manage your costs efficiently get invoices retrieves detailed information for one or more invoices if you don’t apply any filters, the module will automatically return details for the first 10 invoices get revenue this module allows you to retrieve detailed information about one or more revenue records from your account by default, it will return up to 10 revenues if no filters are applied, but you can adjust the limit to receive as many as 100 revenues in a single request the response will include comprehensive details for each revenue entry get specific customer retrieve detailed information about a particular customer make an api call perform a custom api request to connect with your chosen service, allowing you to retrieve, send, or update data based on your specific needs send invoice by email send a completed invoice to your recipient via email, with the invoice included as a pdf attachment this module ensures your customer receives the finalized invoice document directly in their inbox set draft invoice as final change a draft invoice to a finalized invoice, making it ready for processing or payment set invoice as paid marks an invoice as paid, updating its status to reflect that payment has been received update customer updates the details of an existing customer, allowing you to modify their information such as name, contact details, or other profile data 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