Here’s how to create a Zap to automate this process:

1. Trigger: New Invoice in FastBill

• App: FastBill

• Trigger Event: "New Invoice"

  • This trigger will fire whenever a new invoice is added to your FastBill inbox.

2. Action: Filter by Supplier

• App: Filter by Zapier

• Action Event: "Filter"

  • Set up a filter to identify invoices from specific suppliers. For example:

    • Condition: If Supplier Name contains "Supplier XY".

  • Add multiple filters if you have multiple suppliers to categorize.

3. Action: Update Invoice with Cost Category

• App: FastBill

• Action Event: "Search Invoice"

  • Map the invoice details (e.g., invoice ID) from the trigger step.

  • Add a custom field or tag to categorize the invoice. For example:

    • For "Supplier XY", add a tag or custom field like Import Delivery Third Country.

  • Repeat this step for each supplier and their corresponding cost category

Hello, tahnks for the detailed info.

Zapier lists up fields of customer invocie which were created in fastbill itself.

It doesn switch to the document inbox and doesnt let me choose supplier invocies.

Whats the mistake here?

Thanks in advance

Patrick

Apologies for the confusion. 

Zapier’s FastBill integration primarily focuses on customer invoices (invoices created in FastBill for your customers). However, your requirement involves supplier invoices (invoices received from suppliers and stored in FastBill’s document inbox).

It does not natively support accessing or processing supplier invoices from the document inbox. 

My recommendation would be, I am not sure if it would work but just a workaround:
If supplier invoices are emailed to you, use Zapier to forward these emails to a Google Sheet. Then, use another Zap to process the data from the sheet and update FastBill with the correct cost categories.

Hi, which google program do you recommend?

Greetings