Billnado help centre
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Learn how to access the API as a developer and use your account data in your own applications.
View the administrations you can access and choose which administration you want to work in.
View linked files and open a client administration.
Create a unique ledger account with the correct account class, category and tax percentages.
Create a product in three steps, including document settings, supplier prices, and optional rental terms.
Create a project, enter its details, and verify the result.
Learn how to upload, search, view, download, print and permanently delete miscellaneous documents.
Check whether Peppol sending is available and register or remove the administration for receiving e-invoices.
Find bank accounts, check their PSD2 status, and open or delete an account.
Search, review, and manage sales orders for the active administration.
View, search and check all cashbook entries.
View export requests and their processing status.
View and filter all rental files.
View report requests, completion and results.
View customers linked to the active reseller account.
See who has access to the dossier and open a user's contact settings.
Search and sort combined articles and manage active, archived, and deleted combinations.
Search and sort services, open their details, and manage active, archived, and deleted services.
Search, filter and manage recurring invoice subscriptions.
View and manage customers, prospects and suppliers by searching, sorting, archiving, restoring and safely deleting relations.
Search prepaid services, check their available balances, and open the related transactions.
Search, filter and manage draft, outstanding and processed sales credit notes.
Search, filter and manage pro forma, outstanding and paid sales invoices.
Overview of the Billnado MCP server for visual chatbots, including tools, authentication and administrations.
Connect the Billnado MCP server through OAuth to the visual ChatGPT chatbot.
Add Billnado through OAuth as an external connector to the visual chatbot on claude.ai.
Add Billnado to Grok as a custom MCP connector and sign in securely with your Billnado account.
Create a declarative agent that makes the Billnado MCP tools available in Microsoft 365 Copilot.
View available sales accounts and choose the active reseller context.
View available accountant profiles and choose the active context.
Configure the active accounting connection and export documents.
Add a bank account with a recognisable name, valid IBAN, and optional BIC.
Create a sales order step by step with customer information, settings, and lines.
Create a file for a customer and optional project.
Create a customer, prospect or supplier in five steps, including identity, contact details, document settings and a VIES check.
Create one sales article from multiple products and services with its own document defaults.
Create a service with identification details, a standard selling price, and document settings.
Configure the customer, schedule, invoice settings and recurring lines.
Create a sales credit note with customer details, document settings, lines and payment information.
Create a sales invoice with customer details, document settings, lines and payment information.
Find, review and manage expenses for which you do not register a purchase invoice.
Manually register a receipt, expense or correction.
Choose a report and enter its required parameters.
Choose period, format and pro-forma documents for a new export.
Learn what Billnado prepares while switching to a selected administration and what happens afterwards.
Search ledger accounts, open their details and manage the accounts used in your administration.
Review account and system information and manage a user's phone number and system communications.
Search and filter products, open their details, and manage active, archived, and deleted products.
View the customer, service, available quantity, transaction history, and system information for a prepaid service.
Search and filter projects, open their details, and delete projects from the list.
Register an expense without a purchase invoice using a description, date and amount.
Track processing and download an available ZIP export.
View the fixed account number and change the description and tax treatment of a ledger account.
Update account details, manage the PSD2 connection, and review synchronised transactions.
Track invitations to the dossier and withdraw or resend open invitations.
Select a customer and service and add a positive or negative quantity to their prepaid balance.
Add a positive deposit to the cashbook.
Manage rented, returned and invoiced products.
Create a request with a report type already selected.
Follow the loading of another accountant profile.
Follow the loading of another sales account.
Manage customer data, lines, attachments, communication, status, and conversion.
Change the identification, document settings, and composition and copy, archive, or delete the combined article.
Manage general product details, document settings, purchase prices, stock, rental settings, and product status.
Edit project details, review linked documents, manage status, and delete a project.
View and edit all relation details, contacts, addresses, document settings, bank accounts and archive status.
Manage a service’s general details, standard document values, and status, or create a copy.
Edit a subscription, manage its status and create an additional invoice.
Review credit note data and manage confirmation, delivery, payments, documents and conversions.
View invoice data, update a pro forma and manage sending, payments, documents and conversions.
Increase or decrease the balance of an existing prepaid service and save related notes.
View the amount, date and description of a cashbook entry.
Create a category to group products and services in a recognisable way.
Send a personal invitation through which someone can link an account to the current dossier.
Review and edit a miscellaneous expense, mark it as paid or delete it.
Record a payment with its amount, date, reference and payment method.
Record a payment with its amount, date, reference and payment method.
Add available stock to an active product either by quantity or with individual serial numbers.
Add product, stock, dates and prices to a rental file.
View, edit, lock and download report results.
Set recipients, content, and templates and queue the sales order for delivery.
See how outstanding sales and purchase invoices affect your bank balance and update payments.
Submit purchase invoices and purchase credit notes and track their processing.
Edit product data, rental dates, prices and remarks.
Understand the confirmation and follow the delivery status.
Check recipients, subject and message before emailing the credit note.
Review recipients, subject and message before sending the invoice by email.
Track sales invoices that are still receivable, show their EPC QR code, and reconcile received amounts.
Search article categories, open their details and manage how products and services are grouped.
View and manage journals for purchase documents.
View the saved product and stock details for an individual stock item and change its status through the available stock steps.
View the client, service, quantity, comment, and internal note for an individual prepaid transaction.
Check the customer and create a linked draft sales invoice.
Create a journal for new purchase documents.
Understand the sending confirmation and return to the credit note details.
Understand the sending confirmation and return to the invoice details.
Change the name and description of an article category or delete the category.
Review the extracted data and register the document as a purchase invoice or purchase credit note.
Track purchase invoices that are still payable, schedule payment dates, and reconcile settled amounts.
Add a payment method and choose whether its payments are recorded in the cashbook.
Edit, delete or make a purchase journal the default.
Check UBL validation and reachability and send through the appropriate Peppol network.
Check UBL validation and reachability and send through the appropriate Peppol network.
Understand the sending confirmation and return to the credit note details.
Understand the sending confirmation and return to the invoice details.
Search payment methods, open their details and manage the payment options used in your administration.
View and manage journals and numbering for sales documents.
Create a sales journal and configure invoice and credit-note numbering.
Change a payment method’s name, description and cashbook setting, or delete the method.
Manage settings, numbering and default status of a sales journal.
Search, review, and manage quotes for the active administration.
View assets, periods, values and write-off statuses.
Create a quote step by step with customer information, validity, settings, and lines.
Create a write-off from purchase data or an invoice line.
Manage customer data, lines, attachments, communication, status, and conversions.
View the linked invoice, settings and yearly write-off table.
Set recipients, content, and templates and queue the quote for delivery.
Understand the confirmation and follow the delivery status.
Check the customer and create a linked sales order.
Check the customer and create a linked draft sales invoice.
