Tool to create a new recurring schedule for automatic invoice generation in Clientary. Use when you need to set up recurring invoices for a client at regular intervals (weekly, monthly, quarterly, etc.). Requires client_id, next_date, time_interval, currency_code, and due_period.
titlestringTitle or name for the recurring schedule
actionstringAction to perform when generating recurring invoices.
numberstringCustom schedule number identifier
client_idRequiredintegerID of the client for whom the recurring schedule is created (required)
next_dateRequiredstringNext invoice generation date in YYYY-MM-DD format (required)
due_periodRequiredintegerPayment due period in days from invoice generation date. Required field.
currency_codeRequiredstringCurrency code for the recurring schedule (e.g., USD, EUR, GBP). Required field.
time_intervalRequiredstringFrequency of recurring invoice generation: weekly (1), every_2_weeks (2), semimonthly (3), monthly (5), quarterly (7), or annually (9)
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.