Recurring Invoices

An AR recurring invoice provides the ability to schedule and automate the process of creating AR invoices.

It is commonly used for regularly-recurring, fixed-amount invoices.

Recurring Invoices

Get Recurring Invoice Object Definition

lookup

List all the fields and relationships for the recurring invoice object:

<lookup>
    <object>ARRECURINVOICE</object>
</lookup>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICE

Query and List Recurring Invoices

query

List the record number and customer name for each recurring invoice where the customer name starts with the letter B:

<query>
    <object>ARRECURINVOICE</object>
    <select>
        <field>RECORDNO</field>
        <field>CUSTOMERNAME</field>
    </select>
    <filter>
        <like>
            <field>CUSTOMERNAME</field>
            <value>B%</value>
        </like>
    </filter>
</query>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICE
filter Optional object Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
  <field>RECORDNO</field>
  <descending/>
</order>
options Optional object Query options:
  • Set the caseinsensitive element to true for a case-insensitive query
     <caseinsensitive>true</caseinsensitive>
  • In a multi-entity company, set the showprivate element to true to query data in private entities:
     <showprivate>true</showprivate>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Recurring Invoices (Legacy)

readByQuery

<readByQuery>
    <object>ARRECURINVOICE</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICE
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Recurring Invoice

read

<read>
    <object>ARRECURINVOICE</object>
    <keys>1</keys>
    <fields>*</fields>
</read>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICE
keys Required string Comma-separated list of recurring invoice RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

Create Recurring Invoice (Legacy)

Release Changes
2020 Release 4 Added taxsolutionid, taxentries
2020 Release 2 Added costtypeid
2019 Release 4 Added taskid

Note: Currency (amount) values with more than 2 decimal places will be rounded to 2 decimal places to prevent data issues. Best practice is for your application to round long decimal numbers to 2 decimal places before sending them to Intacct.

create_recurringinvoice

Create a recurring invoice:

<create_recurringinvoice>
    <customerid>V1234</customerid>
    <datecreated>
        <year>2017</year>
        <month>04</month>
        <day>10</day>
    </datecreated>
    <recordid>Recurring Services</recordid>
    <docnumber>12345678</docnumber>
    <description>Monthly services</description>
    <termname>Net 20</termname>
    <startdate>
        <year>2017</year>
        <month>01</month>
        <day>01</day>
    </startdate>
    <ending>
        <occur>12</occur>
    </ending>
    <modenew>Months</modenew>
    <interval>12</interval>
    <eom>true</eom>
    <recurinvoiceitems>
        <recurlineitem>
            <glaccountno>4100</glaccountno>
            <amount>349.99</amount>
            <locationid>SJC-US</locationid>
            <departmentid>ADM</departmentid>
        </recurlineitem>
    </recurinvoiceitems>
</create_recurringinvoice>

Create a recurring invoice with a single line that uses two tax entries. The first tax entry allows the system to calculate the trx_tax value, and the second entry overrides the calculated trx_tax value (AU, GB, ZA only):

<create_recurringinvoice>
    <customerid>BTI</customerid>
    <datecreated>
        <year>2020</year>
        <month>04</month>
        <day>10</day>
    </datecreated>
    <recordid>Recurring Services</recordid>
    <docnumber>5685</docnumber>
    <description>Monthly services</description>
    <termname>Net 15</termname>
    <currency>USD</currency>
    <exchrate>1</exchrate>
    <startdate>
        <year>2020</year>
        <month>04</month>
        <day>20</day>
    </startdate>
    <ending>
        <occur>12</occur>
    </ending>
    <modenew>Months</modenew>
    <interval>12</interval>
    <eom>true</eom>
    <taxsolutionid>United Kingdom - VAT</taxsolutionid>
    <recurinvoiceitems>
        <recurlineitem>
            <accountlabel>Sales</accountlabel>
            <amount>100</amount>
            <locationid>3</locationid>
            <taxentries>
                <taxentry>
                    <detailid>UK Sale Services Standard Rate</detailid>
                    <trx_tax></trx_tax>
                </taxentry>
                <taxentry>
                    <detailid>UK Sale Services Reduced Rate</detailid>
                    <trx_tax>5.6</trx_tax>
                </taxentry>
            </taxentries>
        </recurlineitem>
    </recurinvoiceitems>
</create_recurringinvoice>

Parameters

Name Required Type Description
customerid Required string Customer ID
datecreated Required object Transaction date. Make this match Start date.
recordid Required string Invoice sequence number
docnumber Optional string Reference number
description Optional string Description
contractid Optional string Contract ID
contractdesc Optional string Contract description
termname Required string Payment term
currency Optional string Transaction currency code
exchratedate Optional object Exchange rate date
exchratetype Optional string Exchange rate type. Do not use if exchrate is set. (Leave blank to use Intacct Daily Rate)
exchrate Optional currency Exchange rate value. Do not use if exchangeratetype is set.
status Optional string Status. Use active or inactive. (Default: active)
supdocid Optional string Attachments ID
billtocontactname Optional string Bill to contact name
shiptocontactname Optional string Ship to contact name
startdate Required object Start date
ending Optional object Ending on. Leave element out to Never end.
modenew Optional string Repeat mode. Use None, Days, Weeks, Months, or Years. (Default: None)
interval Optional integer Repeat interval. Required when Repeat mode is not set to None.
eom Optional boolean End of month. Only used when Repeat mode is set to Months. Use either true or false. (Default: false)
taxsolutionid Optional string Tax solution name, such as United Kingdom - VAT or Australia - GST. Required only if the company is configured for multiple tax jurisdictions and the transaction is occurring at the top level of the company. The available tax solution names can be found in the Sage Intacct UI in the Taxes application from the top level of a multi-entity company. (GB, AU, and ZA only)
recurinvoiceitems Required recurlineitem[1...n] Bill lines, must have at least 1.
paymethod Optional string Payment method. Use None, Printed Check, Credit Card, EFT, Cash, Online Charge Card, or Online ACH Debit. (Default: None)
payinfull Optional boolean Pay in full. Use false for No, true for Yes. (Default: true)
paymentamount Optional currency Payment amount. Required if Pay in full is set to false
customercreditcardkey Optional integer Customer credit card key. Required if Payment method is set to Online Credit Card.
customerbankaccountkey Optional integer Customer bank account key. Required if Payment method is set to Online ACH Debit.
creditcardtype Optional string Credit card type. Required if Payment method is set to Credit Card. Use VISA, MC, DISCOVER, AMEX, DINERS, or OTHER.
accounttype Optional string Account type to put payment in. Use Bank or Undeposited Funds Account. (Default: Bank)
bankaccountid Optional string Bank account ID. Required if Account type is Bank.
glaccountkey Optional string Undeposited funds GL account. Required if Account type is Undeposited Funds Account.

datecreated

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

exchratedate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

startdate

Name Required Type Description
year Required string Year yyyy
month Required string Month mm
day Required string Day dd

recurlineitem

Name Required Type Description
glaccountno Optional string GL account number. Required if not using accountlabel.
accountlabel Optional string AP account label. Required if not using glaccountno.
amount Required currency Transaction amount
memo Optional string Memo
locationid Optional string LOCATIONID of an active location. Required if company is multi-entity enabled.
departmentid Optional string Department ID
projectid Optional string Project ID
taskid Optional string Task ID. Only available when the parent projectid is also specified.
costtypeid Optional string Cost type ID. Only available when projectid and taskid are specified. (Construction subscription)
customerid Optional string Customer ID
vendorid Optional string Vendor ID
employeeid Optional string Employee ID
itemid Optional string Item ID
classid Optional string Class ID
contractid Optional string Contract ID
warehouseid Optional string Warehouse ID
customfields Optional array of customfield Custom fields
taxentries Optional taxentry[1...n] Tax entries for the line. Required for VAT enabled transactions. Providing multiple entries is allowed if your tax solution supports it (AU and GB only). For ZA, only one tax entry is allowed.

customfield

Name Required Type Description
customfieldname Optional string Custom field ID
customfieldvalue Optional varies Custom field value. For a multi-pick-list custom field, implode multiple field values with #~#.

taxentry (AU, GB, ZA only)

Specifies a tax rate (defined in the system) for the recurring invoice line.

Name Required Type Description
detailid Required string Unique ID of a tax detail with the tax rate to use
trx_tax Optional currency Transaction tax, which is a manually calculated value to override the calculated value for the tax. The amount of the tax line is automatically included in the amount due (TOTAL_DUE) for the recurring invoice.

Delete Recurring Invoice (Legacy)

delete_recurringinvoice

<delete_recurringinvoice key="1234"></delete_recurringinvoice>
Parameters
Name Required Type Description
key Required string Recurring invoice RECORDNO to delete

Recurring Invoice Lines

Get Recurring Invoice Line Object Definition

lookup

List all the fields and relationships for the recurring invoice line object:

<lookup>
    <object>ARRECURINVOICEENTRY</object>
</lookup>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICEENTRY

Query and List Recurring Invoice Lines

query

List the record number and line number for each recurring invoice line:

<query>
    <object>ARRECURINVOICEENTRY</object>
    <select>
        <field>RECORDNO</field>
        <field>LINE_NO</field>
    </select>
</query>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICEENTRY
filter Optional object Filter expression to limit the response to only objects that match the expression. Check the value of a single field using operators such as equalto/like, or multiple fields using and/or. Query fields on related objects using the dot operator (for example, VENDOR.CREDITLIMIT on APBILL).
select Required sequence The names of the fields that you want included in the response, and an optional aggregate function such as count or sum. Returning all fields is not supported.
orderby Optional object Provide an order element with a field name and choose an ascending or descending sort order, for example:
<order>
  <field>RECORDNO</field>
  <descending/>
</order>
options Optional object Query options:
  • Set the caseinsensitive element to true for a case-insensitive query
     <caseinsensitive>true</caseinsensitive>
  • In a multi-entity company, set the showprivate element to true to query data in private entities:
     <showprivate>true</showprivate>
  • Specify the returnformat for the response: xml (default), json, or csv
     <returnformat>json</returnformat>
pagesize Optional integer Maximum number of matching objects to return in the response, between 1 and 2000 items (Default: 100)
offset Optional integer Point at which to start indexing into records (Default: 0)

Query and List Recurring Invoice Lines (Legacy)

readByQuery

<readByQuery>
    <object>ARRECURINVOICEENTRY</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICEENTRY
fields Optional string Comma-separated list of fields on the object to list. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.
query Required string SQL-like query based on fields on the object. The following operators are supported: <, >, >=, <=, =, like, not like, in, not in, IS NOT NULL, IS NULL, AND, OR. Illegal XML characters must be properly encoded, and single quotes must be escaped with backslashes ('Jane\'s Deli'). Joins are not supported.
pagesize Optional integer Custom page size between 1 and 1000 items (Default: 100)

Get Recurring Invoice Line

read

<readByQuery>
    <object>ARRECURINVOICEENTRY</object>
    <fields>*</fields>
    <query></query>
    <pagesize>100</pagesize>
</readByQuery>
Parameters
Name Required Type Description
object Required string Use ARRECURINVOICEENTRY
keys Required string Comma-separated list of object line RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. To return all fields, omit the element or provide * for the value.
For best performance and predictability, limit the number of fields.
returnFormat Optional string Data format for the response body:
  • xml (default)
  • json
  • csv

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