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Recurring

Staff have access to the API calls listed below if the Invoices tab is enabled for staff. Staff users can only access recurring profiles that belong to clients they are assigned to.

recurring.create

Create a new recurring profile. The method arguments are nearly identical to invoice.create, but include four new fields:

  • occurrences
    Number of invoices to generate, with zero (0) being infinite
  • frequency
    Rate at which to generate invoices - can be one of 'weekly', '2 weeks', '4 weeks', 'monthly', '2 months', '3 months', '6 months', 'yearly', '2 years'
  • stopped
    This profile is no longer generating invoices (1 - stopped, 0 - active)
  • send_email
    Notify client by email each time a new invoice is generated (1 or 0)
  • send_snail_mail
    Send a copy of your invoice by snail mail, each time it's generated (1 or 0)

Other Notes

  • New profiles that start today will be sent immediately.
  • The method supports two placeholders in return_uri:
    Placeholder Replaced With
    ::invoice id:: The generated invoice ID (used for invoice.get)
    ::invoice number:: The generated invoice number (used in the user interface)
    These placeholders are case-sensitive.
  • More information about the return_uri element is available on the blog.

Request

<?xml version="1.0" encoding="utf-8"?>

  
    40	 
    
    2007-09-23	
    2314	
    10	
    1	
    
    monthly	
    
    

    1 
    0  

    Due upon receipt.       
    Payment due in 30 days. 

    John           
    Smith            
    ABC Corp   
                     
                     
                           
                         
                     
                           
                   

    
      
        Yard Work
        Mowed the lawn.
        10
        4
        GST
        PST
        8
        6
      
    
  

Response

<?xml version="1.0" encoding="utf-8"?>

  21

recurring.update

Update an existing recurring profile. Only supplied fields will be changed.

Request

<?xml version="1.0" encoding="utf-8"?>

  
    21

    ...
  

Response

<?xml version="1.0" encoding="utf-8"?>  
  
  

recurring.get

Return the details of an existing recurring profile.

Request

<?xml version="1.0" encoding="utf-8"?>

  20

Response

<?xml version="1.0" encoding="utf-8"?>

  
    344
    
    2y 
    0
    0
    2
    ABC Corp
    John
    Doe
    123 Fake St.
    Unit 555
    New York
    New York
    United States
    553132
    
    
    109.89
    2007-06-23
    
    
    0
    
    0
    1
    
      
        Product
        Sample product item
        9.99
        10
        99.9
        tax1
        
        10
        0
      
    
  

recurring.delete

Delete a recurring profile. Once deleted, it will no longer generate invoices.

Request

<?xml version="1.0" encoding="utf-8"?>

  20

Response

<?xml version="1.0" encoding="utf-8"?>  
  
  

recurring.list

Returns a list of recurring profile summaries. Results are ordered by descending recurring_id.

Note: A list request that returns no results (i.e. page 999), will return an empty result set, not an error.

Request

<?xml version="1.0" encoding="utf-8"?>

  3 	

  1	
  10 	

Response

<?xml version="1.0" encoding="utf-8"?>

  
    
      00000000001
	  m
	  0
	  1
	  2
	  XYZ Widgets Ltd
	  Joe
	  Smith
	  2770 Dufferin St.
	  Suite 201
	  Toronto
	  Ontario
	  Canada
	  M6B 3R7
	  
	  
	  200
	  2009-06-08
	  
	  Payment due in 30 days.
	  0
	  
	  0
	  1
	  
	    
	      Service
	      Monthly Subscription
	      200
	      1
	      200
	      
	      
	      0
	      0
	    
	  
	
    ...