SmartBill by #makeitfuture.

smartbill is a romanian online invoicing and business management platform offering e invoicing, stock management, and compliance tools integrating with make com enables users to automate invoicing, sync business data, and streamline financial workflows across multiple apps 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 go to the make integration page 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 basic auth basic auth instructions you need to retrieve your username and password for authentication log in to your smartbill account navigate to the contul meu section go to the integrari menu locate your smartbill account credentials required for api access, specifically the username and 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 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 actually removing it from the database it’s a helpful 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 your account keep in mind, 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 for earlier invoices, you’ll need to use the cancellation process instead delete proforma 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 (last) receipt in the series 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 the details of your document series and their current numbering—no need 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 this module allows you to restore an invoice that was previously cancelled, effectively reactivating it so it can be processed or managed as needed issue collection creates a payment based on the details provided in the invoice, ensuring that the payment information matches the invoice data issue invoice generate and send an 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 invoices that you can later convert into final invoices or use 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 feature for any proforma invoice that has already been issued, ensuring the invoice is marked as canceled while still keeping its record for future reference proforma restoration this module allows you to restore a proforma invoice that was previously cancelled, making it active and usable again query stock products this module lets you easily check detailed information about your product stocks without needing to log into your cloud account it provides you with the product name, product code (if your company uses them), unit of measurement, and the current quantity in stock additionally, you'll get management details, including the name and type of stock management—whether it's wholesale or retail query vat rates this module lets you easily retrieve detailed information about the vat rates set up for your company, all without needing to log into your cloud account it provides you with the names of each vat rate along with their corresponding percentage values, making it simple to review your company's tax setup sending documents by e mail this module allows you to send an invoice or a proforma invoice as an email attachment, making it easy 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 its full details in a downloadable format view proforma easily view the proforma invoice as a pdf document, allowing you to review and download the invoice details in a clear, printable format 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