FastBill by #makeitfuture.

fastbill is a cloud based invoicing and accounting platform for small businesses and freelancers, offering automated billing, receipt capture, payment integration, and financial overviews integrating with make com enables seamless automation of financial workflows and data synchronization 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\&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 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 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 your api key is displayed this is typically found in your account settings or api access area locate and note your e mail address associated with your fastbill account locate and note your api key for your fastbill account 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 page 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 creates a new business customer by adding their details to your system create consumer customer creates a new consumer customer by adding their details to your system create expense create a new expense entry, allowing you to log details of your expense you can also attach a file, such as a cost receipt, to keep all related information in one place create invoice creates a brand new invoice for your customer, allowing you to specify all the necessary details such as items, amounts, and recipient information create revenue creates a new revenue record in your system you also have the option to attach a file to the entry for additional details or documentation get all customers retrieve a complete list of all customers from your account get customer by id retrieve detailed information about a specific customer using their unique id get expense this module allows you to retrieve detailed information about one or more expense entries by default, it returns 10 expense records if no filters are applied if you set a limit, you can fetch up to 100 expense entries at once get invoices retrieves detailed information about one or more invoices if you don’t apply any filters, the module will automatically return details for 10 invoices by default get revenue this module allows you to retrieve detailed information about one or more revenue records from your system if you don't apply any filters, it will automatically return 10 revenue entries by default, but you can adjust the limit to receive up to 100 records at once the response will include comprehensive details for each revenue item get specific customer retrieve detailed information about a particular customer based on their unique identifier make an api call perform a custom api request to interact directly with the app’s api, allowing you to access advanced features or endpoints not covered by the standard modules send invoice by email send a finished invoice to your recipient via email, with the invoice conveniently included as a pdf attachment 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 a specific 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 relevant 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