FastBill by #makeitfuture.

fastbill is a cloud based accounting and invoicing software that automates invoicing, bookkeeping, and financial management for small businesses integrating fastbill with make com enables seamless automation of financial workflows and data synchronization 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 https //support fastbill com/hc/de 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, null 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/ 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 api access or api credentials are managed locate your e mail address associated with your fastbill account locate and retrieve 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}} 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}} create business customer add a new business customer to your system by entering their company details and contact information create consumer customer create consumer customer this module allows you to add a new customer with a consumer profile to your system, making it easy to manage and track individual customer information create expense create a new expense entry, allowing you to log spending details you can also choose to attach a file, such as a receipt, for easier record keeping create invoice generates a brand new invoice for your customer, allowing you to bill them for products or services create revenue creates a new revenue entry in your system, allowing you to record income details you also have the option to attach a file—such as a receipt or invoice—for reference with your request 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 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 parameter, you can get up to 100 expense entries in a single request get invoices retrieves detailed information for one or more invoices if you don’t apply any filters, it will automatically return details for up to 10 invoices get revenue this module allows you to retrieve detailed information about one or more revenue records from your system by default, it will return up to 10 revenue entries if no specific filters are applied, but you can adjust the limit to receive up to 100 records at once the response will include comprehensive details for each revenue item found get specific customer retrieve detailed information about a particular customer make an api call perform a custom api request to interact directly with the service’s endpoints, allowing you to access features and data not covered by the standard modules send invoice by email send a finalized invoice directly 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 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 relevant data 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