Business Operations and ERPs
Morning by Callbox
14 min
morning (חשבונית ירוקה) is an israeli cloud based platform for digital invoicing, business management, payment processing, and financial synchronization, serving freelancers and small businesses integrating with make com enables automated workflows for invoicing, payments, and financial reporting limited documentation we currently can't provide complete documentation for morning because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from morning and public sources to create detailed guides about morning morning 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=morning\&app slug=morning\&app unique id=green invoice y563os 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 morning modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add client adds a new client to your account with the specified details add document creates a new document in your selected workspace or folder, allowing you to specify its content and properties add expense create a new expense entry—use this module to log and track a specific expense in your system add expense draft by file easily create a new expense draft by uploading a file this module lets you quickly add expense details to your account by simply uploading the relevant document, streamlining your expense management process add supplier adds a new supplier to your system, allowing you to store and manage information about vendors you work with delete client the "delete client" module allows you to permanently remove a specific client from your system use this module when you need to delete a client’s record and all associated information from your database get all clients retrieve a complete list of all clients from your account get all documents retrieve all documents this module allows you to fetch a complete list of all documents available in your account or workspace, making it easy to access and manage your files in one place get document retrieve a specific document by entering its unique id this module lets you access all the details of that particular document get a preview document allows you to view a preview of your document, showing how it will look before you generate the final version make an api call allows you to send a custom, authorized api request to the service, enabling you to interact with any available endpoint beyond the pre configured modules search clients find a client by entering one or more specific details, such as their name, email, or other identifying information search documents finds and retrieves documents that match your specified search criteria, helping you quickly locate the information you need search expenses find expenses this module lets you search for specific expenses in your system based on various criteria, helping you quickly locate the expense records you need update client updates the details of an existing client in your system, allowing you to modify information such as their 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}} morning resources you can have access to more resources related to this app on the following links join discussions about morning on make community visit morning website access morning help documentation view morning api documentation visit morning page on make help us improve this documentation have experience with morning? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=morning\&app slug=morning\&app unique id=green invoice y563os sharing your knowledge in the make community your feedback helps us create better documentation for everyone