SmartBill

smartbill is a romanian cloud platform for invoicing, inventory, and accounting, offering e‑factura, stock management, and compliance tools integrating with make com enables automated workflows for billing, inventory updates, and accounting, streamlining business processes for romanian companies this is ai generated content based on official smartbill documentation the content may still contain errors—please verify important information if you have questions, contact smartbill support directly how to get support on smartbill smartbill 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=smartbill\&app slug=smartbill\&app unique id=smartbill nlwjc9 vy4diq requirements to use the smartbill app in make, you must have an active smartbill cloud account and an api key, create your account on smartbill 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 smartbill and {{product name}} to get started, you must first create a connection between smartbill 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 username and password for api authentication login to your smartbill account navigate to the 'contul meu' (my account) section go to the 'integrari' (integrations) menu locate the credentials for api access, specifically your 'utilizator' (username) and 'parola' (password) 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=smartbill\&app slug=smartbill\&app unique id=smartbill nlwjc9 vy4diq create the connection in {{product name}} log in in your make account , add the smartbill 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 smartbill 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 smartbill modules after connecting to the smartbill app, you can choose from a list of available modules to build your {{scenario plural lowercase}} bills collection status this module helps you check whether a specific invoice has been paid or is still outstanding cancellation of invoice this module allows you to cancel an invoice that has already been issued, without removing it from your database it’s a handy way to mark invoices as canceled while still keeping a complete record for your reference cancellation(stornare) of invoice you can issue a cancellation invoice in smartbill cloud, but only for invoices that already exist in your account keep in mind that an invoice can only be canceled if it hasn't already been canceled before delete invoice this module lets you delete an invoice, but only if it’s the most recent one in the series if you need to remove an earlier invoice, you’ll need to use the cancellation process instead delete proforma enables you to permanently remove a selected proforma from your records delete receipt this module lets you delete a payment by its receipt, but keep in mind that you can only remove the most recent (last) receipt in the sequence deletion of other receipts this module lets you delete a receipt that was created by mistake, such as when a receipt or tax receipt was issued in error or wasn’t needed document series query this module lets you easily check the details of your document series and their next available numbers—without needing to log in to your cloud account it provides you with a list of all document series set up in your cloud, along with the next number that will be assigned in each series invoice restoration restores an invoice that was previously cancelled, making it active again in your system issue collection creates a payment based on the details provided in the invoice, ensuring that the payment information matches the invoice data issue invoice create and send a new invoice to your customer, detailing the products or services provided along with the total amount due issuing proforma this module lets you create proforma invoices, which are preliminary bills that can later be converted into final invoices or used for recurring billing purposes proforma billing status this module helps you retrieve detailed information about proforma invoices, giving you insights into their contents and status proforma cancellation this module allows you to cancel a proforma invoice without removing it from the database you can use this action for any proforma invoice that has already been issued, ensuring the record remains available for reference while marking it as canceled proforma restoration this module allows you to restore a proforma invoice that was previously cancelled, making it active again and available for further processing query stock products this module lets you easily check detailed information about product stock levels without needing to log into your cloud account it provides you with the product name, code (if your company uses product codes), unit of measurement, current stock quantity, and management details such as the name and type (wholesale or retail) of the stock location query vat rates this module lets you easily retrieve details about the vat rates set up for your company, without needing to log in to your cloud account it provides you with the names of each vat rate along with their corresponding values sending documents by e mail this module allows you to easily send an invoice or proforma invoice as an email attachment, making it simple to share billing documents directly with your recipients tax receipt content this module lets you retrieve the full details of a specific fiscal receipt, as long as you have its unique id view invoice displays the selected invoice as a pdf file, allowing you to view and download the invoice in its original format view proforma easily access and view your proforma invoice as a pdf document with this module templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} smartbill resources you can have access to more resources related to this app on the following links smartbill website smartbill documentation smartbill api documentation smartbill page on make