Schedule a pilot

Recurring Templates

Recurring templates automatically generate invoices, bills or journal entries on a schedule. Set up a template once and DayZero creates the documents at the configured frequency.

Create a Recurring Template

A template has a schedule (top-level fields) and the document to generate (template_data):

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme monthly retainer",
    "recurrence_type": "invoice",
    "customer_id": "CUSTOMER_UUID",
    "frequency": "monthly",
    "day_of_month": 1,
    "start_date": "2026-11-01",
    "days_until_due": 30,
    "auto_send": false,
    "template_data": {
      "description": "Monthly retainer",
      "line_items": [
        {
          "description": "Monthly retainer",
          "quantity": 1,
          "unit_price": 250000
        }
      ]
    }
  }'

unit_price is in cents. 250000 = $2,500.00 per month.

A recurring bill:

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Office rent",
    "recurrence_type": "bill",
    "vendor_id": "VENDOR_UUID",
    "frequency": "monthly",
    "day_of_month": 1,
    "days_until_due": 15,
    "start_date": "2026-11-01",
    "template_data": {
      "description": "Office rent for 123 Main St",
      "amount": 350000
    }
  }'

Schedule fields

Field Required Description
name Yes Template name
recurrence_type Yes invoice, bill or journal_entry
frequency Yes daily, weekly, biweekly, monthly, quarterly, annually
start_date Yes First generation date
customer_id For invoices Customer to bill
vendor_id For bills Vendor the bill is from
day_of_month No 1–31 for monthly/quarterly/annually; clamps to the last day of shorter months. Defaults to the day in start_date
day_of_week No 0 = Monday … 6 = Sunday for weekly/biweekly. Defaults to the weekday of start_date
days_until_due No Days from generation to due date (default 30)
end_date / max_occurrences No Stop after a date or a count — whichever comes first. Both null = indefinite
auto_send No Email each generated invoice to the customer automatically (default false)
currency No USD (default), CAD, AUD, EUR, GBP
contract_id No Invoice templates only — routes generated invoices into the contract's billing tallies

template_data by type

Type Keys
invoice line_items (same shape as invoice line items), optional description, project_id
bill amount (cents) and description. Generated bills are created as forecasted, type: recurring
journal_entry line_entries (same shape as journal entry lines), optional description

List Templates

bash
curl "https://api.ondayzero.com/api/v1/recurring?recurrence_type=invoice&status=active" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Filter Parameters

Parameter Type Description
recurrence_type string invoice, bill or journal_entry
status string active, paused, completed, cancelled
customer_id UUID Filter invoice templates by customer
vendor_id UUID Filter bill templates by vendor
search string Match on template name

Plus the standard pagination parameters. Shortcut endpoints are also available:

  • GET /api/v1/recurring/invoices — only invoice templates
  • GET /api/v1/recurring/bills — only bill templates

POST /api/v1/recurring/suggest-templates asks the AI to find repeating invoices and bills that could become templates.

Manage Template Lifecycle

Pause

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring/{template_id}/pause" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Resume

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring/{template_id}/resume" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Cancel

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring/{template_id}/cancel" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Cancelling is permanent (status cancelled); use pause if you may want to resume. DELETE /api/v1/recurring/{template_id} removes the template entirely; documents it already generated are kept.

Skip Next Occurrence

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring/{template_id}/skip" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Update

PUT /api/v1/recurring/{template_id} changes any schedule field or the template_data; changes apply from the next generation onward. recurrence_type cannot be changed — clone instead.

View Generation History

See all documents generated from a template:

bash
curl "https://api.ondayzero.com/api/v1/recurring/{template_id}/history?limit=10" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

Clone a Template

Copy a template, optionally pointing it at a different customer or vendor and a new start date:

bash
curl -X POST "https://api.ondayzero.com/api/v1/recurring/{template_id}/clone" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -H "Content-Type: application/json" \
  -d '{"name": "Globex monthly retainer", "customer_id": "OTHER_CUSTOMER_UUID", "start_date": "2026-12-01"}'