Create a recurring invoice

Create a recurring invoice object.

What is a recurring invoice?

A recurring invoice is an identical invoice created to receive periodic payments from a customer. These invoices represent an amount that you are owed by a customer for goods and services that you provide.

You can create a recurring invoice with /Crud/Create/RecurringInvoice.json. In the invoice, add invoice line items to record details about individual goods or services. In addition, you can associate line items to accounts tracking objects, such as item (/Item.json) or chart of accounts (/ChartOfAccounts.json).

Other invoice features:

• Recurring invoice numbers are automatically set as the invoice due date in the YYYY-MM-DD format.
• You can reduce the total invoice amount with an invoice credit (/CreditMemo.json). Total invoice amount, credit memos, and any remaining invoice amount to be paid or recorded is available with /Crud/Read/ReceivedPay.json.
• You can send invoices to the customer by email (/SendInvoice.json) or US mail (/MailInvoice.json).

Line item price, markups, & discounts

In your request, either price or percentage (ratePercent) is required for each recurringInvoiceLineItems object. If you set one, do not set the other.

• If price is set, amount is (quantity) x (price).
• If ratePercent is set for a line item, the line item amount is (ratePercent) x (sum of other line item amount values). For example, to apply a discount of 20% in your invoice total of $100, set ratePercent as -20 in the final line item of your request.

  "recurringInvoiceLineItems": [
    {
      "entity": "recurringInvoiceLineItem",
      "description": "item 01",
      "quantity": 1,
      "price": 50,
      "amount": 50
    },
    {
      "entity": "recurringInvoiceLineItem",
      "description": "item 02",
      "quantity": 2,
      "price": 25,
      "amount": 50
    },
    {
      "entity": "recurringInvoiceLineItem",
      "description": "discount",
      "quantity": 1,
      "ratePercent": -20
    }
  ]