Recurring Templates

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

Create a Recurring Template

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 '{
    "recurrence_type": "invoice",
    "customer_id": "CUSTOMER_UUID",
    "frequency": "monthly",
    "start_date": "2026-05-01",
    "line_items": [
      {
        "description": "Monthly retainer",
        "quantity": 1,
        "unit_price": 250000
      }
    ]
  }'

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

Template Types

Type	Description
`invoice`	Generates invoices for a customer
`bill`	Generates bills from a vendor

Frequencies

Templates support standard frequencies: weekly, biweekly, monthly, quarterly, annually.

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` or `bill`
`status`	string	`active`, `paused`, `canceled`, `completed`
`customer_id`	UUID	Filter invoice templates by customer
`vendor_id`	UUID	Filter bill templates by vendor

Shortcut endpoints are also available:

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

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"

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

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"