SmartBill by #makeitfuture.

smartbill is a saas platform for romanian businesses to manage invoicing, inventory, and regulatory compliance online integrating with make com enables users to automate invoicing workflows, synchronize data, and streamline business operations efficiently 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 https //www smartbill ro/contact 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 a smartbill gestiune plus paid account and valid user credentials, 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/smartbill/ click the install button 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 api key,oauth2 0 api key instructions you need to retrieve your api key from your smartbills account login to your smartbills account using your credentials navigate to the api section within your account dashboard locate the api key listed in the api section copy the api key for use in your integration oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 lets you cancel an already issued invoice without removing it from your database it’s a great way to mark an invoice as canceled while still keeping a record of it for your reference cancellation(stornare) of invoice you can issue a cancellation invoice in smartbill cloud, but only for invoices that already exist in the system please note that an invoice can only be canceled if it hasn’t already had a cancellation issued for it 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 this module enables you to permanently remove a specific 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 receipt in the sequence deletion of other receipts this module lets you delete a receipt that was created by mistake, such as when no actual receipt or tax receipt was issued document series query this module lets you easily check details about your document series and their current numbering, all without needing to log into your cloud account it provides you with a list of the document series set up in your cloud, along with the next number that will be issued for each series invoice restoration this module allows you to restore an invoice that was previously cancelled, making it active again and available for further processing or payment issue collection this module allows you to issue a payment using the details provided in the invoice, ensuring that all relevant invoice information is used to process the payment accurately issue invoice create and send an invoice to your customer, specifying the items or services provided, their quantities, prices, and payment details issuing proforma this module lets you create proforma invoices, which are preliminary bills that can be used as a basis for future invoices or set up for recurring billing proforma billing status this module helps you retrieve detailed information about proforma invoices, giving you insights into their status and contents proforma cancellation this module allows you to cancel a proforma invoice without removing it from the database you can use this feature for any proforma invoice that has already been issued, ensuring the invoice is marked as canceled while still keeping a record of it in your system proforma restoration this module allows you to restore a proforma invoice that was previously cancelled, making it active and usable again in your system query stock products this module lets you easily check detailed information about your product stocks without needing to log in to your cloud account it provides you with the product name, product code (if your company uses one), unit of measurement, and the current quantity in stock additionally, you'll get helpful management details, such as the name and type of stock management (whether it's wholesale or retail) query vat rates this module helps you easily retrieve detailed information about the vat rates set up for your company, without needing to log in to your cloud account it provides you with the names and percentage values of all the vat rates your company has defined 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 invoice as a pdf file, allowing you to view and download the invoice document in its original format view proforma easily access and view your proforma invoice as a pdf document, allowing you to review all the details in a clear and printable format 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}} smartbill resources you can have access to more resources related to this app on the following links