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POST
Create Billing Schedule

Headers

Authorization
string
required

Your API credentials. Eg. Basic {credentials}.

sequence-version
enum<string>

Use this header to select an API version

Available options:
2024-07-30

Body

application/json
customerId
string
required

Customer ID

Example:

"cca32597-b6b0-4499-9669-128aef8702e4"

startDate
string
required

Start date

Example:

"2022-01-01"

taxRates
object[]
required

Tax Rate for each Product

Example:
autoIssueInvoices
boolean
required

Auto-issue invoices for this billing schedule

Example:

false

isDraft
boolean
required

Create in draft status

Example:

true

rollUpBilling
boolean
required

Toggles Roll-up billing

Example:

false

phases
object[]
required

Phases

Example:
endDate
string | null

End date. A null end date denotes an open-ended schedule.

Example:

"2022-12-31"

recurrenceDayOfMonth
integer<int32> | null

Recurrence day of month

Example:

1

purchaseOrderNumber
string | null

Optional purchase order number to be added to invoices

Example:

"PO123"

reference
string | null

Optional reference to be added to invoices

Example:

"Example reference"

label
string | null

Optional label

Example:

"Example label"

paymentProvider
enum<string> | null

Payment provider to set up collection for

Available options:
STRIPE,
GOCARDLESS,
NONE
Example:

"STRIPE"

attachmentAssetIds
string[] | null

IDs of assets that are attached to this schedule

Example:
autoCharge
boolean | null

Automatically collect payments if payment details are available

Example:

true

defaultDueDateDays
integer | null

Default number of days between invoice issue date and due date. Overrides any invoice level set default due date

Example:

30

memo
string | null

Billing schedule memo. Overrides any invoice level set memo

Example:

"Example Billing Schedule"

customFields
object | null

Custom key-value fields for this billing schedule

Example:

Response

Created

id
string
required

Billing Schedule ID

Example:

"b102e007-f5d7-4b1a-8a1d-9a51135ae73b"

customerId
string
required

Customer ID

Example:

"cca32597-b6b0-4499-9669-128aef8702e4"

status
enum<string>
required

Billing schedule status

Available options:
DRAFT,
PENDING,
ACTIVE,
SUSPENDED,
CANCELLED,
COMPLETED
Example:

"ACTIVE"

startDate
string
required

Start date

Example:

"2022-01-01"

autoIssueInvoices
boolean
required

If true, invoices will be automatically sent for this billing schedule

Example:

false

prices
object[]
required

Prices

Example:
createdAt
string
required

Time at which the schedule was initially created, in ISO 8601 format.

Example:

"2022-06-28T16:47:00Z"

updatedAt
string
required

Time at which the schedule was last updated, in ISO 8601 format.

Example:

"2022-06-28T16:47:00Z"

phases
object[]
required

Phases

Example:
rollUpBilling
boolean
required

Roll up billing

Example:

false

integrationIds
object[]
required

External services which are linked to this customer

Example:
attachmentAssets
object[]
required

Assets attached to this billing schedule

Example:
customFields
object
required

Custom key-value fields for this billing schedule

Example:
endDate
string | null

End date

Example:

"2022-12-01"

taxRates
object[] | null

Tax Rate for each Product

Example:
firstBillingDate
string | null

First billing date

Example:

"2022-02-02"

purchaseOrderNumber
string | null

Optional purchase order number to be added to invoices

Example:

"PO123"

reference
string | null

Optional reference to be added to invoices

Example:

"ref"

label
string | null

Optional label

Example:

"label"

recurrenceDayOfMonth
integer<int32> | null

The day of the month on which billing recurs

Example:

1

lastInvoiceId
string | null

ID of the last invoice (if there has been one)

Example:

"bdbf78a5-b007-4d46-aa7d-d0417a649d64"

archivedAt
string | null

Time at which the schedule was archived, in ISO 8601 format.

Example:

"2022-06-28T16:47:00Z"

contractId
string | null

Optional ID of the contract used to create this billing schedule

Example:

"0194d091-f65b-7b98-b75f-a923aa0f5b1a"

defaultDueDateDays
integer | null

Default number of days between invoice issue date and due date

Example:

30

memo
string | null

Billing schedule memo

Example:

"Example Billing Schedule"

paymentProvider
enum<string> | null

Payment provider configured for collecting invoices on this billing schedule

Available options:
STRIPE,
GOCARDLESS,
NONE
Example:

"STRIPE"

autoCharge
boolean | null

Whether invoices for this billing schedule are automatically charged

Example:

true

lockedByQuoteId
string | null

ID of the amendment quote that stops this billing schedule being edited, archived or deleted, or its overage frequency being changed. If more than one amendment quote is open, this is the one furthest along: accepted, then out for signature, then published, then draft, and the newest if two are equally far along. Cleared once no amendment quote holds the schedule, that is once each has been executed, archived or deleted, or another amendment to this schedule was executed after it was drafted

Example:

"0199a1b2-3c4d-7e5f-8a6b-7c8d9e0f1a2b"