Recurring sales invoices are templates for invoices that are sent automatically at a recurring interval.
List all IDs and versions
Returns all recurring sales invoices in the administration. The list contains the invoice id and the version of the
recurring invoice. Check if the version of the recurring invoice is newer than the version you have stored locally,
use the POST variant for fetching recurring invoices with the given IDs.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
query Parameters
filterstring
Responses
IDs and versions of records
idinteger | stringversioninteger | string
Fetch recurring sales invoices with given IDs
Given a list of recurring sales invoice IDs, returns the details of the recurring invoices. Returns a maximum of 100 recurring invoices, even if more IDs are provided.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
A list of recurring sales invoices
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
contact_idstring | integer · pattern:^\d+$A unique record identifier
contactobjectcontact_person_idstring | integer | null · pattern:^\d+$A unique record identifier
contact_personworkflow_idstring | integer · pattern:^\d+$A unique record identifier
start_datestring · dateinvoice_datestring · datelast_datestring | null · dateactiveboolean | nullpayment_conditionsstring | nullreferencestring | nulllanguagestringcurrencystringdiscountstring | nullfirst_due_intervalintegerauto_sendboolean | nullsending_scheduled_atstring | null · date-timesending_scheduled_user_idstring | integer | null · pattern:^\d+$A unique record identifier
frequency_typestring · enumEnum values:dayweekmonthquarteryearfrequencyintegercreated_atstring | null · date-timeupdated_atstring | null · date-timeversionintegerprices_are_incl_taxbooleantotal_price_excl_taxstringtotal_price_excl_tax_basestringtotal_price_incl_taxstringtotal_price_incl_tax_basestringdetailsobject[]custom_fieldsobject[]notesobject[]attachmentsobject[]eventsobject[]subscription
Get a recurring sales invoice by id
Get a recurring sales invoice by id.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
idstring | integer · pattern:^\d+$· requiredA unique record identifier
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
A recurring sales invoice
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
contact_idstring | integer · pattern:^\d+$A unique record identifier
contactobjectcontact_person_idstring | integer | null · pattern:^\d+$A unique record identifier
contact_personworkflow_idstring | integer · pattern:^\d+$A unique record identifier
start_datestring · dateinvoice_datestring · datelast_datestring | null · dateactiveboolean | nullpayment_conditionsstring | nullreferencestring | nulllanguagestringcurrencystringdiscountstring | nullfirst_due_intervalintegerauto_sendboolean | nullsending_scheduled_atstring | null · date-timesending_scheduled_user_idstring | integer | null · pattern:^\d+$A unique record identifier
frequency_typestring · enumEnum values:dayweekmonthquarteryearfrequencyintegercreated_atstring | null · date-timeupdated_atstring | null · date-timeversionintegerprices_are_incl_taxbooleantotal_price_excl_taxstringtotal_price_excl_tax_basestringtotal_price_incl_taxstringtotal_price_incl_tax_basestringdetailsobject[]custom_fieldsobject[]notesobject[]attachmentsobject[]eventsobject[]subscription
Destroy or deactivate a recurring sales invoice
A recurring sales invoice will be destroyed if it has not created any sales invoices. If it has created sales invoices, it will be deactivated.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
idstring | integer · pattern:^\d+$· requiredA unique record identifier
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
Recurring sales invoice deleted
Updates a recurring sales invoice
Updates a recurring sales invoice. Only possible if the recurring sales invoice has no active subscription.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
idstring | integer · pattern:^\d+$· requiredA unique record identifier
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
Recurring sales invoice updated
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
contact_idstring | integer · pattern:^\d+$A unique record identifier
contactobjectcontact_person_idstring | integer | null · pattern:^\d+$A unique record identifier
contact_personworkflow_idstring | integer · pattern:^\d+$A unique record identifier
start_datestring · dateinvoice_datestring · datelast_datestring | null · dateactiveboolean | nullpayment_conditionsstring | nullreferencestring | nulllanguagestringcurrencystringdiscountstring | nullfirst_due_intervalintegerauto_sendboolean | nullsending_scheduled_atstring | null · date-timesending_scheduled_user_idstring | integer | null · pattern:^\d+$A unique record identifier
frequency_typestring · enumEnum values:dayweekmonthquarteryearfrequencyintegercreated_atstring | null · date-timeupdated_atstring | null · date-timeversionintegerprices_are_incl_taxbooleantotal_price_excl_taxstringtotal_price_excl_tax_basestringtotal_price_incl_taxstringtotal_price_incl_tax_basestringdetailsobject[]custom_fieldsobject[]notesobject[]attachmentsobject[]eventsobject[]subscription
Destroys note from entity
Deletes a note from the recurring sales invoice.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
recurring_sales_invoice_idstring | integer · pattern:^\d+$· requiredA unique record identifier
idstring | integer · pattern:^\d+$· requiredA unique record identifier
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
Note deleted
Adds note to entity
Adds a note to the recurring sales invoice.
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
recurring_sales_invoice_idstring | integer · pattern:^\d+$· requiredA unique record identifier
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
Note created
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
entity_idstring | integer | null · pattern:^\d+$A unique record identifier
entity_typestringuser_idstring | integer · pattern:^\d+$A unique record identifier
assignee_idstring | integer | null · pattern:^\d+$A unique record identifier
todoboolean | string | nullDefault: falsenotestring | nullcompleted_atstring | null · date-timecompleted_by_idstring | integer | null · pattern:^\d+$A unique record identifier
todo_typestring | null · enumEnum values:sales_invoice_duepurchase_invoice_duegeneral_document_remindergeneral_document_duenew_document_awaiting_processingnew_financial_mutation_awaiting_processingfinancial_mutations_not_updatedsales_invoice_payment_not_linked_to_financial_mutationdataobject | nullcreated_atstring · date-timeupdated_atstring · date-time
List all recurring sales invoices
Returns a paginated list of all recurring sales invoices in the administration.
The filter argument allows you to filter on the list of recurring invoices. Filters are a combination of keys and values,
separated by a comma: state:active,contact_id:123. The available options for filtering are:
| Filter | Type | Default | Description |
|---|---|---|---|
| state | String | active | active or inactive |
| frequency | String | all | all, day, week, month, quarter or year |
| auto_send | Boolean | null | null, true or false |
| contact_id | Integer | Filters recurring invoices by a single contact | |
| workflow_id | Integer | Filters recurring invoices by a single workflow |
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
query Parameters
filterstringpageinteger | stringper_pageinteger | string · min: 1 · max: 100 · pattern:^\d+$
Responses
A list of recurring sales invoices
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
contact_idstring | integer · pattern:^\d+$A unique record identifier
contactobjectcontact_person_idstring | integer | null · pattern:^\d+$A unique record identifier
contact_personworkflow_idstring | integer · pattern:^\d+$A unique record identifier
start_datestring · dateinvoice_datestring · datelast_datestring | null · dateactiveboolean | nullpayment_conditionsstring | nullreferencestring | nulllanguagestringcurrencystringdiscountstring | nullfirst_due_intervalintegerauto_sendboolean | nullsending_scheduled_atstring | null · date-timesending_scheduled_user_idstring | integer | null · pattern:^\d+$A unique record identifier
frequency_typestring · enumEnum values:dayweekmonthquarteryearfrequencyintegercreated_atstring | null · date-timeupdated_atstring | null · date-timeversionintegerprices_are_incl_taxbooleantotal_price_excl_taxstringtotal_price_excl_tax_basestringtotal_price_incl_taxstringtotal_price_incl_tax_basestringdetailsobject[]custom_fieldsobject[]notesobject[]attachmentsobject[]eventsobject[]subscription
Creates a new recurring sales invoice
A recurring sales invoice will create new sales invoices on set intervals. To create a new recurring sales invoice, you need to provide at least a contact and details for the invoice. Furthermore you need to determine the planning. The following fields will influence the planning:
invoice_date: the date in which the first invoice should be createdfrequency_type: the type of frequency you want to use, for examplemonthfrequency: defines the actual frequency, e.g.frequency=2andfrequency_type=monthwill create an invoice every 2 monthshas_desired_count: whether or not the desired count should take effectdesired_count: maximum number of sales invoices to create
path Parameters
administration_idstring | integer · pattern:^\d+$· requiredThe unique identifier of the administration
A unique record identifier of an administration
formatstring · pattern:^(.(json|xml))?$· requiredThe format in which the response is given, can be empty to use the default format
Default: .json
Responses
Recurring sales invoice created
idstring | integer · pattern:^\d+$A unique record identifier
administration_idstring | integer · pattern:^\d+$A unique record identifier of an administration
contact_idstring | integer · pattern:^\d+$A unique record identifier
contactobjectcontact_person_idstring | integer | null · pattern:^\d+$A unique record identifier
contact_personworkflow_idstring | integer · pattern:^\d+$A unique record identifier
start_datestring · dateinvoice_datestring · datelast_datestring | null · dateactiveboolean | nullpayment_conditionsstring | nullreferencestring | nulllanguagestringcurrencystringdiscountstring | nullfirst_due_intervalintegerauto_sendboolean | nullsending_scheduled_atstring | null · date-timesending_scheduled_user_idstring | integer | null · pattern:^\d+$A unique record identifier
frequency_typestring · enumEnum values:dayweekmonthquarteryearfrequencyintegercreated_atstring | null · date-timeupdated_atstring | null · date-timeversionintegerprices_are_incl_taxbooleantotal_price_excl_taxstringtotal_price_excl_tax_basestringtotal_price_incl_taxstringtotal_price_incl_tax_basestringdetailsobject[]custom_fieldsobject[]notesobject[]attachmentsobject[]eventsobject[]subscription