Create a recurring invoice

Create a schedule-driven RecurringInvoice (AR) that generates an Invoice each period. Idempotent via Idempotency-Key. Fires RecurringInvoice.Created. If externalId is already used by another resource of this type for the owning Account, returns 409 ResourceConflict; create is not an upsert. Supplying payerId resolves or creates the contractor-owned default PayerEngagement. Supplying payerEngagementId requires a contractor-owned PayerEngagement for the calling Account. Returns 404 ResourceNotFound when the relationship is unknown or unowned, or the engagement cannot be seated that way.

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Body Params
string
enum

Most-specific explicit setting wins: recurring invoice, then Engagement, then Payer. Inherit clears this scope's preference. Omission on PATCH leaves it unchanged. Changes govern new payment reservations.

Allowed:
string
string
required
^[A-Za-z0-9_.]{22,80}$
string
string
required
schedule
object
required

Schedule for a schedule-driven recurrence (RecurringInvoice / RecurringPayable), in interval-multiplier form. NOT present on rule-driven RecurringDeduction / RecurringCredit.

boolean

Auto-open and email each generated Invoice.

boolean

Auto-pay each generated Invoice when a payment method is on file.

invoiceTemplate
object
required

Per-occurrence Invoice body stamped onto each generated Invoice. Template purity — no id / status / events / actors / absolute dueDate / invoiceNumber; the due date is set relatively via paymentTermsDays.

metadata
object

Free-form key-value pairs. Max 50 keys; key length at most 40 characters; value length at most 500 characters. Where a list endpoint declares metadata filtering, it uses the QueryQL namespace via filter[metadata.{key}][eq]=value or filter[metadata.{key}][in][]=value. Endpoints that do not declare the dynamic Metadata filter do not support Metadata filtering.

string
enum

Defaults to Active when omitted. Create accepts Active or Draft only.

Allowed:
Headers
string
length between 1 and 255
^[\x21-\x7e]{1,255}$

Optional idempotency token for authenticated POST and PATCH requests. Reusing the same key and body returns the cached response for 24 hours, except credential operations that explicitly document a 409 because one-time secret material is never cached; reusing it with a different body returns 409 IdempotencyKeyConflict. Use 1-255 printable ASCII characters.

string
^(?:[A-Za-z0-9_.]{22}|[a-f0-9]{24})$

Select the Account for an Account-scoped operation. A direct ServiceAccount API key MUST supply this header, and the target must be within the ServiceAccount owner's or Authorization grant's Account boundary. A Person bearer may select an Account on which it has an active Stakeholder, and an Account session may select its bound Account (or a descendant only when the session explicitly includes descendants).

string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

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JWT
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Response
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application/json
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