Create Recurring Schedule
Headers
Request
Required: Schedule name - max 255 chars - “Monthly Maintenance Plan”
Optional: Schedule end date - date, must be after start_date - “2027-03-31”
Required: Billing frequency - weekly|biweekly|monthly|quarterly|semiannual|annual - “monthly”
Required: Schedule start date - date, must be today or future - “2026-04-01”
Required: Customer ID - must exist in customers table - “{{customer_id}}”
Optional: Payment terms - due_on_receipt|net_15|net_30|net_45|net_60|custom - “net_30”
Optional: Internal notes - max 2000 chars - “Premium customer plan”
Required: Total invoice amount - numeric min:0.01 - 500.00
Optional: Auto-send generated invoices - boolean - true
Optional: Customer notes template - max 2000 chars - “Recurring monthly maintenance”
Required: Template quantity - numeric min:0.0001 - 1
Optional: Whether item is taxable - boolean - true
Required: Template unit price - numeric min:0 - 500.00
Required: Template line item description - max 500 chars - “Monthly HVAC Maintenance”
Optional: Line item type - max 50 chars - “service”
