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POST
/
invoices
/
schedule
Create Invoice Schedule
curl --request POST \
  --url https://services.leadconnectorhq.com/invoices/schedule \
  --header 'Content-Type: application/json' \
  --header 'Version: <version>' \
  --data @- <<EOF
{
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "name": "<string>",
  "contactDetails": {
    "id": "6578278e879ad2646715ba9c",
    "name": "Alex",
    "phoneNo": "+1234567890",
    "email": "alex@example.com",
    "additionalEmails": [
      {
        "email": "alex@example.com"
      }
    ],
    "companyName": "ABC Corp.",
    "address": {
      "addressLine1": "9931 Beechwood",
      "addressLine2": "Beechwood",
      "city": "St. Houston",
      "state": "TX",
      "countryCode": "US",
      "postalCode": "559-6993"
    },
    "customFields": [
      "<string>"
    ]
  },
  "schedule": {
    "executeAt": "<string>"
  },
  "liveMode": true,
  "businessDetails": {
    "logoUrl": "https://example.com/logo.png",
    "name": "ABC Corp.",
    "phoneNo": "+1-214-559-6993",
    "address": "9931 Beechwood, TX",
    "website": "wwww.example.com",
    "customValues": [
      "<string>"
    ]
  },
  "currency": "<string>",
  "items": [
    {
      "name": "ABC Product",
      "currency": "USD",
      "amount": 999,
      "qty": 1,
      "description": "ABC Corp.",
      "productId": "6578278e879ad2646715ba9c",
      "priceId": "6578278e879ad2646715ba9c",
      "taxes": [
        {
          "_id": "<string>",
          "name": "<string>",
          "rate": 123,
          "calculation": "exclusive",
          "description": "<string>",
          "taxId": "<string>"
        }
      ],
      "automaticTaxCategoryId": "6578278e879ad2646715ba9c",
      "isSetupFeeItem": true,
      "type": "one_time",
      "taxInclusive": true
    }
  ],
  "discount": {
    "type": "percentage",
    "value": 10,
    "validOnProductIds": "[ '6579751d56f60276e5bd4154' ]"
  },
  "automaticTaxesEnabled": true,
  "termsNotes": "<string>",
  "title": "<string>",
  "invoiceNumberPrefix": "INV-",
  "attachments": [
    {
      "id": "6241712be68f7a98102ba272",
      "name": "Electronics.pdf",
      "url": "https://example.com/digital-delivery",
      "type": "<string>",
      "size": 10000
    }
  ]
}
EOF
{
  "_id": "6578278e879ad2646715ba9c",
  "status": "draft",
  "liveMode": false,
  "altId": "6578278e879ad2646715ba9c",
  "altType": "location",
  "name": "New Invoice",
  "invoices": [
    {
      "_id": "6578278e879ad2646715ba9c",
      "status": "draft",
      "liveMode": false,
      "amountPaid": 0,
      "altId": "6578278e879ad2646715ba9c",
      "altType": "location",
      "name": "New Invoice",
      "businessDetails": {
        "name": "Alex",
        "address": {
          "addressLine1": "9931 Beechwood",
          "city": "St. Houston",
          "state": "TX",
          "countryCode": "USA",
          "postalCode": "559-6993"
        },
        "phoneNo": "+1-214-559-6993",
        "website": "www.example.com"
      },
      "invoiceNumber": "19",
      "currency": "USD",
      "contactDetails": {
        "id": "c6tZZU0rJBf30ZXx9Gli",
        "phoneNo": "+1-214-559-6993",
        "email": "alex@example.com",
        "customFields": [],
        "name": "Alex",
        "address": {
          "countryCode": "US"
        }
      },
      "issueDate": "2023-01-01",
      "dueDate": "2023-01-01",
      "invoiceItems": [
        {
          "taxes": [],
          "_id": "c6tZZU0rJBf30ZXx9Gli",
          "productId": "c6tZZU0rJBf30ZXx9Gli",
          "priceId": "c6tZZU0rJBf30ZXx9Gli",
          "currency": "USD",
          "name": "Macbook Pro",
          "qty": 1,
          "amount": 999
        }
      ],
      "total": 999,
      "title": "INVOICE",
      "amountDue": 999,
      "createdAt": "2023-12-12T09:27:42.355Z",
      "updatedAt": "2023-12-12T09:27:42.355Z",
      "discount": {
        "type": "percentage",
        "value": 0
      },
      "automaticTaxesEnabled": true,
      "automaticTaxesCalculated": true,
      "paymentSchedule": {}
    }
  ],
  "businessDetails": {
    "name": "Alex",
    "address": {
      "addressLine1": "9931 Beechwood",
      "city": "St. Houston",
      "state": "TX",
      "countryCode": "USA",
      "postalCode": "559-6993"
    },
    "phoneNo": "+1-214-559-6993",
    "website": "www.example.com"
  },
  "currency": "USD",
  "contactDetails": {
    "id": "c6tZZU0rJBf30ZXx9Gli",
    "phoneNo": "+1-214-559-6993",
    "email": "alex@example.com",
    "customFields": [],
    "name": "Alex",
    "address": {
      "countryCode": "US"
    }
  },
  "items": [
    {
      "taxes": [],
      "_id": "c6tZZU0rJBf30ZXx9Gli",
      "productId": "c6tZZU0rJBf30ZXx9Gli",
      "priceId": "c6tZZU0rJBf30ZXx9Gli",
      "currency": "USD",
      "name": "Macbook Pro",
      "qty": 1,
      "amount": 999
    }
  ],
  "total": 999,
  "title": "INVOICE",
  "termsNotes": "Confidential",
  "compiledTermsNotes": "Confidential",
  "createdAt": "2023-12-12T09:27:42.355Z",
  "updatedAt": "2023-12-12T09:27:42.355Z",
  "schedule": {
    "executeAt": "<string>",
    "rrule": {
      "intervalType": "monthly",
      "interval": 2,
      "startDate": "2023-01-01",
      "startTime": "20:45:00",
      "endDate": "2029-11-01",
      "endTime": "18:45:00",
      "dayOfMonth": 15,
      "dayOfWeek": "mo",
      "numOfWeek": -1,
      "monthOfYear": "jan",
      "count": 10,
      "daysBefore": 5,
      "useStartAsPrimaryUserAccepted": true,
      "endType": "by"
    }
  },
  "discount": {
    "type": "percentage",
    "value": 0
  }
}

Headers

​
Version
enum<string>
required

API Version

Available options:
2021-07-28

Body

application/json
​
altId
string
required

location Id / company Id based on altType

Example:

"6578278e879ad2646715ba9c"

​
altType
enum<string>
required

Alt Type

Available options:
location
Example:

"location"

​
name
string
required
​
contactDetails
object
required
​
schedule
object
required
​
liveMode
boolean
required
​
businessDetails
object
required
​
currency
string
required
​
items
object[]
required
​
discount
object
required
​
automaticTaxesEnabled
boolean

Automatic taxes enabled for the Invoice

Example:

true

​
termsNotes
string
​
title
string
​
tipsConfiguration
object
​
lateFeesConfiguration
object
​
invoiceNumberPrefix
string

prefix for invoice number

Example:

"INV-"

​
paymentMethods
object
​
attachments
object[]

attachments for the invoice

​
miscellaneousCharges
object

Response

Successful response

​
_id
string
required

Schedule Id

Example:

"6578278e879ad2646715ba9c"

​
status
object
required

Schedule Status

Example:

"draft"

​
liveMode
boolean
required

Live Mode

Example:

false

​
altId
string
required

Location Id or Agency Id

Example:

"6578278e879ad2646715ba9c"

​
altType
enum<string>
required
Available options:
location
​
name
string
required

Name of the invoice

Example:

"New Invoice"

​
invoices
object[]
required

List of invoices

​
businessDetails
object
required
Example:
{
  "name": "Alex",
  "address": {
    "addressLine1": "9931 Beechwood",
    "city": "St. Houston",
    "state": "TX",
    "countryCode": "USA",
    "postalCode": "559-6993"
  },
  "phoneNo": "+1-214-559-6993",
  "website": "www.example.com"
}
​
currency
string
required

Currency

Example:

"USD"

​
contactDetails
object
required
Example:
{
  "id": "c6tZZU0rJBf30ZXx9Gli",
  "phoneNo": "+1-214-559-6993",
  "email": "alex@example.com",
  "customFields": [],
  "name": "Alex",
  "address": { "countryCode": "US" }
}
​
items
string[]
required

Invoice Items

Example:
[
  {
    "taxes": [],
    "_id": "c6tZZU0rJBf30ZXx9Gli",
    "productId": "c6tZZU0rJBf30ZXx9Gli",
    "priceId": "c6tZZU0rJBf30ZXx9Gli",
    "currency": "USD",
    "name": "Macbook Pro",
    "qty": 1,
    "amount": 999
  }
]
​
total
number
required

Total Amount

Example:

999

​
title
string
required

Title

Example:

"INVOICE"

​
termsNotes
string
required

Terms notes

Example:

"Confidential"

​
compiledTermsNotes
string
required

Compiled terms notes

Example:

"Confidential"

​
createdAt
string
required

created at

Example:

"2023-12-12T09:27:42.355Z"

​
updatedAt
string
required

updated at

Example:

"2023-12-12T09:27:42.355Z"

​
schedule
object
​
discount
object
Example:
{ "type": "percentage", "value": 0 }
Last modified on March 8, 2026