SmartBill

SmartBill

Type

Category

Accounting

Subscription Type

Plattform

Let's use SmartBill on Make.com and rock your Accounting!

Use Smartbill by Makemarket.io in Make.com and automate your Work within Minutes. You can find a full list down below!

Sum Up!

  • Automate Work Process

Keep It Off LP Form

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Actions

  • Cancellation of Invoice
    • Cancellation of an invoice without deleting it from the database. This method can be called for any invoice that has already been issued.

  • Proforma Cancellation
    • Cancellation of a proforma without deleting it from the database. This method can be called for any proforma invoice that has already been issued.

  • Tax Receipt Content
    • The method allows obtaining the content of an issued fiscal receipt, provided that its ID is known.

  • Issue Invoice.
    • Issue an invoice.

  • Issue Collection
    • Issuance of payment with the data from the invoice.

  • Issuing Proforma
    • It allows the issuance of proforma invoices that can be used later for invoicing or recurring invoicing.

  • Query VAT rates
    • The method is used to find out information about the VAT rates defined for a company, without having to access the Cloud account. The method returns the names of the defined VAT rates and their value.

  • Interogare Serii Documente
  • The method is used to find out information about the series and numbers of the documents used without the need to access the Cloud account. The method returns the series of documents defined in the Cloud and the number to be issued in each series.

  • Query Stock Products
    • The method is used to find out information about product stocks without accessing the Cloud account. The method returns the name and code of the products (only if the company uses a product code), the unit of measurement of the product and the quantity in stock as well as management information (name and type - wholesale or retail)

  • Invoice Restoration
    • Restoration of an invoice that was initially cancelled.

  • Proforma Restoration
    • Restoration of a proforma invoice that was initially cancelled.

  • Proforma Billing Status
    • This method allows finding out information about proforma invoicing.

  • Deletion of Other Receipts
    • The method allows the deletion of a receipt when it was issued without a receipt or tax receipt.

  • Delete Receipt
    • The method allows the deletion of a payment by receipt, specifying that only the last receipt in the series can be deleted.

  • Delete Invoice
    • Allows the deletion of an invoice. Only the last invoice in the series can be deleted. For the other invoices, the cancellation procedure can be applied.

  • Delete Proforma
    • Allows the deletion of a proforma.

  • Cancellation of Invoice
    • Issuing a cancellation invoice is only possible based on an existing invoice in SmartBill Cloud. Canceling the invoice is only possible if there are no cancellations on it.

  • Sending Documents By E-mail
    • The method is used to send by e-mail, as an attachment, an invoice or a proforma invoice.

  • View Proforma
    • View the proforma invoice in pdf format.

Searches

  • View Invoice
    • View the invoice in pdf format.

  • Bills Collection Status
    • This method is used when it is necessary to find out if an invoice has been collected or not.

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SmartBill

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