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.


List Recurring Invoices

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. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
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 The recurring bill RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

Create Recurring Invoice (Legacy)

create_recurringinvoice

<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>
    <recurbillitems>
        <recurlineitem>
            <glaccountno>4100</glaccountno>
            <amount>349.99</amount>
            <locationid>SJC-US</locationid>
            <departmentid>ADM</departmentid>
        </recurlineitem>
    </recurbillitems>
</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)
recurinvoiceitems Required recurlineitem[] 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 Location ID
departmentid Optional string Department ID
projectid Optional string Project ID
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 customfield[] Custom fields

List Recurring Invoice Lines

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. Illegal XML characters must be properly encoded. The following SQL operators are supported: <, >, >=, <=, =, like, not like, in, not in. When doing NULL comparisons: IS NOT NULL, IS NULL. Multiple fields may be matched using the AND and OR operators. Joins are not supported. Single quotes in any operands must be escaped with a backslash - For example, the value Erik's Deli would become 'Erik\'s Deli'.
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 The object line RECORDNO to get
fields Optional string Comma-separated list of fields on the object to get. For best performance and predictability, limit the number of fields. To return all fields, omit the element or provide * for the value.

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