{ "type":"object", "title": "recurring", "name": "recurring", "description": "An recurring is used as an template for new invoices.", "properties":{ "id":{ "description":"Unique identifier - UUID", "identity":true, "readonly":true, "type":"string", "maxLength": 22, "minLength":22 }, "number":{ "description": "Unique name to identify the document. Unlike all other document this one has no number schema and not auto assign", "type":"string", "required":true, "maxLength": 50 }, "address_field":{ "description": "Receiver address, normally shown in envelope window. Defaults to client address_field if empty and client_id given.", "type":"string" }, "date":{ "description": "First date the recurring is issued. Not allowed to be in the past. YYYY-MM-DD", "format":"date", "type":"string", "required":true }, "due_days":{ "description": "Used to calculate the due date of the recurring. Useless if date and due date are present.", "type":"integer" }, "final_date":{ "description": "The last date the recurring is executed. YYYY-MM-DD", "format":"date", "type":"string", "required":true }, "frequency":{ "description": "Recurring frequency", "enum":["yearly", "monthly", "weekly", "quarterly", "biweekly", "sixmonthly"], "type":"string", "required":true }, "payment_method":{ "description": "How the document is being payed. Used in new payments.", "enum":["cash","bank_transfer","credit_card","paypal","direct_debit","cheque", "moneybookers", "premium_sms"], "type":"string" }, "external_ref":{ "description": "Some external reference, whatever this may be.", "type":"string", "maxLength": 255 }, "title":{ "description": "The headline of a document. Use SK placeholders to prevent excessive typing e.g. 'Your recurring [number]'", "type":"string", "maxLength": 255 }, "notes_before":{ "description": "Notes shown before the line items. Normally contains salutation and other introductional information. SK placeholders can be used.", "type":"string", "format":"text" }, "notes_after":{ "description": "Notes shown after the line items. Can contain information about payments, bank account or a thank-you message. SK placeholders can be used.", "type":"string", "format":"text" }, "tag_list":{ "description": "Space separated list of tags. Are split and saved as Tag objects on create, update.", "type":"string" }, "language":{ "description": "Should be a valid language short-code: de-DE, fr, en-GB; like defined in your account language menu. When the document is emailed or printed, a localized version of a multi-language template(email, pdf) will be used if available. Defaults to the clients language, if empty and a client is assigned.", "type":"string", "maxLength": 10 }, "currency":{ "description": "Currency code as defined by the ISO 4217 standard (3-letter UPCASE: EUR, USD)", "type":"string", "maxLength": 3, "minLength": 3 }, "client":{ "description": "DEPRECATED: use contact", "readonly":true, "type":"object", "properties":{"$ref":"./client.json#properties"} }, "client_id":{ "description": "DEPRECATED: use contact_id", "type":"string", "maxLength": 22, "minLength":22 }, "contact":{ "description": "The contact for the document. Use contact_id field to set a contact.", "readonly":true, "type":"object", "properties":{"$ref":"./contact.json#properties"} }, "contact_id":{ "description": "The contact uuid. When assigning a contact its language, currency, address_field (due days, cash discount) values are used for the document if those doc-fields are not set.", "type":"string", "maxLength": 22, "minLength":22 }, "team_id":{ "description": "A team uuid. If set only the team and its parent teams can see the record.", "type":"string", "maxLength": 22, "minLength":22 }, "line_items":{ "description": "DEPRECATED use items", "type":"array", "properties":{"$ref":"./line_item.json#properties"} }, "items":{ "description": "Items for the document. Access items of all types including divider and sub_total items. GOTCHAs when using items instead of line_items: You MUST set the type field(CamelCasesItem class name) on each item. You cannot use both, the line_items array is stronger for backward compat.", "type":"array", "default": "any", "minItems": 0, "items": [{ "$ref": "./line_item.json#properties"}, { "$ref": "./divider_item.json#properties"}, { "$ref": "./sub_total_item.json#properties"}] }, "created_at":{ "description": "Date the object was created in SK. Never changes afterwards.", "format":"date-time", "readonly":true, "type":"string" }, "updated_at":{ "description": "Date the object was edited in SK.", "format":"date-time", "readonly":true, "type":"string" }, "lock_version":{ "description": "Auto-incremented to prevent concurrent updates. First save wins and increments version. ", "type":"integer" }, "gross_total":{ "description": "Gross total of all line items, 2 decimals places", "readonly":true, "type":"number" }, "tax_total":{ "description": "Tax total, 2 decimals places", "readonly":true, "type":"number" }, "net_total":{ "description": "Net total, 2 decimals places", "readonly":true, "type":"number" }, "net_total_base":{ "description": "Net total, 6 decimal places incl. discount", "readonly":true, "type":"number" }, "cost_total":{ "description": "Cost total of all line items, 2 decimals places in document currency.", "readonly":true, "type":"number" }, "gross_margin_total":{ "description": "Total gross margin across all line items. Calculated from net_total-cost_total.", "readonly":true, "type":"number" }, "gross_margin_pct":{ "description": "Percentage of gross profit to cost of items sold. Calculated from gross_margin_total/net_total*100", "readonly":true, "type":"number" }, "pdf_template_id":{ "description": "The PDF template used for printing the invoice when auto sending. Required when auto_send'ing is enabled.", "type":"string", "maxLength": 22, "minLength":22 }, "email_template_id":{ "description": "The Email template used for the email in auto sending. Required when auto_send'ing is enabled.", "type":"string", "maxLength": 22, "minLength":22 }, "auto_send":{ "description": "Enable automatic sending of new invoices created from the recurring. Opens the invoice, creates a PDF and sends an email to the contact. GOTCHA's: check PDF-, Email-Template, SMTP Settings and of course the contacts email address! Since new recurrings which start today directly create new invoices, they are also SEND if auto_send is true!! If something fails, we'll send an error-email to the user who created the recurring. For success infos you can add yourself to the BCC of the email template or", "default": null, "type": "string", "enum":["email"] } }, "links":[ { "rel": "self", "href": "recurrings/{id}" }, { "rel": "instances", "href": "recurrings", "properties" : { "page":{ "title" : "Page", "description": "In paginated results set the page to look for", "type":"number" }, "per_page":{ "title" : "Per page", "description": "Results per page. Default is 10, max is 100", "type":"number" }, "filter[q]":{ "title" : "Search", "description": "Search in title, number, address field", "type":"string" }, "filter[tags]":{ "title" : "Tags", "description": "Filter by a space delimited list of tags", "type":"string" }, "filter[from]":{ "title" : "From date", "description": "Objects with a date after the date. YYYY-MM-DD", "format" : "date", "type" : "string" }, "filter[to]":{ "title" : "To date", "description": "Objects with date before the date", "format" : "date", "type" : "string" }, "filter[created_at_from]":{ "title" : "From date", "description": "Objects with a creation date after the date, including given datetime. ISO 8601 format YYY-MM-DDThh:mm:ss+z", "format" : "date-time", "type" : "string" }, "filter[created_at_to]":{ "title" : "To date", "description": "Objects with a creation date before the date, including given datetime. ISO 8601 format YYY-MM-DDThh:mm:ss+z", "format" : "date-time", "type" : "string" }, "filter[languages]":{ "title" : "Languages", "description": "A list of language codes, comma separated", "type" : "string" }, "filter[client_ids]":{ "title" : "Clients", "description": "DEPRECATED use contact_ids", "type" : "string" }, "filter[contact_ids]":{ "title" : "Contacts", "description": "A single or a list of contact uuids, comma separated", "type" : "string" }, "filter[ids]":{ "title" : "Documents", "description": "A single or a list of document uuids, comma separated", "type" : "string" }, "filter[creator_ids]":{ "title" : "Creator", "description": "Objects created by the given users uuids, comma separated", "type" : "string" }, "sort_by":{ "title" : "Sort by", "description": "Sort the results by the given field => number", "enum":["title", "number", "created_at", "updated_at", "price_total"], "type": "string" }, "sort":{ "title" : "Sort", "enum":["ASC","DESC"], "description": "Sort the results in ASC or DESC", "type": "string" } } }, { "rel": "destroy", "href": "recurrings/{id}", "method": "DELETE" }, { "rel": "update", "href": "recurrings/{id}", "method": "PUT" }, { "rel": "create", "href": "recurrings", "method": "POST", "properties" : { "source" : { "title" : "Source document id", "description": "Copies the source(excl. number,date) and returns a new draft document. You can pass any document type(e.g. invoice, order). Fields passed with the object(e.g. notes, title, address_field) are not overwritten.", "type" : "string" } } }, { "rel": "invoices", "href": "invoices?filter[recurring_ids]={id}" }, { "rel": "attachments", "href": "recurrings/{id}/attachments" }, { "rel": "comments", "href": "recurrings/{id}/comments" } ] }