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Easybill

Prerequisites​

  • A PolyDoc account and API key — sign up for free, no credit card required. The free plan includes 150 PDF conversions per month.
  • An Easybill account with API access — start a free trial.

Use Case 1: Custom-Branded Invoice PDFs​

Replace Easybill's default invoice layout with a fully custom-branded PDF generated by PolyDoc, triggered automatically when a new invoice is created.
New invoice → Webhook / API poll → Automation tool → PolyDoc API → Email branded PDF

Enable API access in Easybill​

Log in to Easybill and go to Settings → API. Generate an API key and copy it. You will use this key to authenticate requests to the Easybill REST API.

Screenshot placeholder: /img/guides/easybill/easybill-uc1-api-access.png

Detect new invoices​

In your automation tool, create a trigger that detects new invoices. Use either Easybill's Webhook (if supported by your plan) or a scheduled API poll on GET /rest/v1/documents?type=INVOICE filtered by creation date.

Screenshot placeholder: /img/guides/easybill/easybill-uc1-detect-invoices.png

Fetch invoice details​

Add an HTTP step to fetch the full invoice details from GET /rest/v1/documents/{id}. This returns the document data including customer info, positions (line items), totals, and dates.

Screenshot placeholder: /img/guides/easybill/easybill-uc1-fetch-details.png

Map data and call PolyDoc​

Add an HTTP request to call PolyDoc:

  • URL: https://api.polydoc.tech/pdf/convert
  • Method: POST
  • Headers: Authorization = Bearer YOUR_API_KEY (get from the Dashboard), X-Sandbox = true
  • Body: JSON mapping Easybill fields (invoice number, customer name, positions, totals) to your PolyDoc template.
Screenshot placeholder: /img/guides/easybill/easybill-uc1-call-polydoc.png

Deliver the branded PDF​

Add an email step to send the branded PDF to the customer. Map the recipient to the customer email from the Easybill data and attach the binary PDF from the PolyDoc response. Run the automation with a test invoice to verify.

Screenshot placeholder: /img/guides/easybill/easybill-uc1-deliver-pdf.png

Use Case 2: Custom Quote PDFs​

Generate custom-branded quote PDFs from Easybill quote data using PolyDoc.
Easybill API (fetch quote) → PolyDoc API → Branded PDF

Retrieve quote data​

Use the Easybill API to retrieve the quote: GET /rest/v1/documents/{id}?type=OFFER. This returns the quote details including positions, customer data, and validity dates.

Screenshot placeholder: /img/guides/easybill/easybill-uc2-fetch-quote.png

Map fields to your PolyDoc template​

Map the Easybill quote fields to your PolyDoc template — e.g. quote number, customer name, line items, subtotal, tax, and total. Structure the JSON body to match your template's expected variables.

Screenshot placeholder: /img/guides/easybill/easybill-uc2-map-fields.png

Generate and send the PDF​

Call the PolyDoc API with the mapped data. Attach the resulting PDF to an email or store it in cloud storage. Verify the output matches your branded template.

Screenshot placeholder: /img/guides/easybill/easybill-uc2-generate-send.png