Fakturoid Make integrationAutomate Fakturoid with Make.

Voiding an invoice, or bringing a voided one back, becomes one step of a flow. The module cancels the selected invoice or reverses a previous cancellation, so a refunded order in your shop can clean up the matching bill.

New customers land in Fakturoid without anyone typing them in. The module adds a contact from data mapped out of a form, a CRM or a shop, so the invoice modules that follow have someone to bill.

Supplier costs reach your books as soon as they appear somewhere else. This action records a new expense in Fakturoid from mapped data, for instance a receipt parsed by another app or a purchase logged in a spreadsheet.

Mark a supplier bill as settled the moment the money leaves your account. The module records a payment against an existing expense, which keeps your payables list honest without a manual tick in Fakturoid.

This is the module that turns a sale into a bill. It builds a new Fakturoid invoice from the order or project data mapped from earlier modules, so nobody has to rebuild the lines by hand.

Attach a written message to an invoice without opening Fakturoid. The module creates a new message on the selected invoice, a handy step after an event such as a payment reminder decided elsewhere in the scenario.

Payments collected outside Fakturoid still close the right invoice. The module records a payment on an existing invoice, so a card payment or a bank match in another tool marks the bill as settled.

Subscriptions signed in another app can set up their own repeat billing in Fakturoid. The module creates a new recurring template from mapped data, so a retainer or a monthly plan starts invoicing without manual setup.

Reusable invoice layouts can be produced from a scenario rather than drawn one by one. The module creates a new invoice template, which helps when each product line or client type needs its own ready made model.

Remove customers from Fakturoid when they are removed elsewhere, keeping both lists aligned. The module deletes the selected contact, useful for cleaning test records or honoring a deletion request received through another tool.

Duplicate or mistaken expenses disappear without a trip into Fakturoid. The module deletes one expense by its ID, so a scenario can undo an entry that was rejected in your approval tool.

When a supplier payment bounces or was logged by mistake, the expense goes back to unpaid. The module removes an expense payment, keeping payables accurate after a failed transfer reported by your bank tool.

Drafts created by a test run or a duplicate order can be wiped automatically. The module deletes the selected invoice, which keeps your numbering tidy when a flow produced a bill it should not have.

A chargeback or a wrongly matched payment should reopen the invoice. The module deletes an invoice payment, so the bill shows as unpaid again and your follow up process can kick in.

Stop repeat billing the moment a subscription ends in your other tools. The module deletes an existing recurring template, so no further invoices are generated for a customer who churned.

Retired offers leave no stale invoice models behind. The module deletes an invoice template by its ID, handy when a product is withdrawn from your catalog and its billing model should go with it.

Get the invoice PDF as a file the rest of the scenario can use. The module downloads the selected invoice as PDF, ready to attach to an email, upload to cloud storage or send to your accountant's inbox.

Pull the full customer record when an earlier module only gave you an ID. The module retrieves one contact by its ID, so later steps can use the address or email stored in Fakturoid.

Read one expense in full before acting on it. The module retrieves an expense by its ID, giving later modules its current content, for example before locking it or registering a payment.

Fetch everything about a single invoice once you know which one. The module retrieves an invoice by its ID, which gives downstream steps its full record to write into a report or a message.

Check how a subscription is billed before changing it. The module retrieves an existing recurring template, letting a scenario compare it with the plan the customer has just chosen elsewhere.

Load a saved invoice model into the scenario to reuse its content. The module retrieves a template by its ID, so its data can feed a new invoice or be copied into a document outside Fakturoid.

Freeze an expense once it is approved, or reopen it for a correction. The module locks or unlocks the selected expense, giving bookkeepers a clear checked state driven by another tool.

Protect an invoice from edits after it is checked, or open it again for a fix. The module locks or unlocks the selected invoice, useful when an approval step lives outside Fakturoid.

Reach any part of the Fakturoid API that the listed modules leave out. The module performs an authorized call with your existing connection, so no extra login or token setup is needed.

Keep the invoice status right when you send bills by another route. The module marks the invoice as sent, so Fakturoid knows it left even if the email went through your own mailing tool.

Customer changes made in your CRM flow straight into billing. The module updates the selected contact, so a change entered elsewhere appears on the next invoice.

Corrections to a supplier bill travel from your approval tool to Fakturoid. The module updates the selected expense, for example after a revised amount or a new category was agreed.

Change an existing invoice without rebuilding it. The module updates the selected invoice with mapped data, so a revised order or a corrected due date reaches Fakturoid automatically.

A plan change in your subscription tool adjusts future invoices on its own. The module updates an existing recurring template, so upgrades or new prices apply from the next billing.

Refresh an invoice model everywhere it is used, from one scenario. The module updates a template by its ID, for instance when a product description or a standard note changes in your catalog.

Work with each line of an invoice on its own, not the invoice as a block. This search returns the lines one by one, so every product or service becomes its own bundle for a sheet, a stock update or a report.

Find out whether a customer already exists before creating anything. The search lists contacts matching your criteria and returns zero, one or many bundles, which lets a filter decide between creating and updating.

Pull a filtered set of expenses into the scenario for checks or reports. The search lists expenses by your criteria, one bundle each, ready to export or to feed a payment step.

Locate invoices by criteria instead of by ID. The search lists matching invoices, handy for finding the bill tied to an order number or for building an overdue report outside Fakturoid.

See which subscriptions are set up for billing, without opening each one. The search lists recurring templates by your criteria, a good basis for an audit against your subscription tool.

Find the right invoice model when you only know part of it. The search lists templates by your criteria, so the scenario can pick the right model before creating or updating an invoice.