--- title: "Recurring Invoice Templates API · COUNT Partner API" description: "Recurring invoice templates define a schedule that automatically generates invoices (or estimates) in a workspace. Each template stores the invoice payload…" canonical: "https://developers.getcount.com/reference/recurring-invoice-templates" source: "https://developers.getcount.com/reference/recurring-invoice-templates" --- API Reference # Recurring Invoice Templates Recurring invoice templates define a schedule that automatically generates invoices (or estimates) in a workspace. Each template stores the invoice payload, recurrence cadence, and next run date. Credit memos cannot be recurring. Last updated 2026-06-21 ## Overview The Recurring Invoice Templates API lets your integration list, create, update, pause, resume, and delete scheduled invoice templates. A template holds the same invoice-shaped fields as a one-off invoice — customer, line items, taxes, and totals — plus recurrence settings that control when new invoices are generated. Templates are identified by a UUID returned as `id` in partner responses. Pause stops generation by clearing `nextInvoiceDate`; resume requires you to supply a new `nextInvoiceDate` in the request body. Credit memos (`invoiceType: "memo"`) are rejected on create — use the Invoices API for memos. ## Key concepts ### Identification A template is referenced by its UUID, returned as `id`. Pass that value in the path for retrieve, update, pause, resume, and delete. ### Create payload POST uses the same UUID field rules as invoice create (`customerUuid`, product UUIDs on line items, `tagUuids`) plus a required `recurrencePattern`. Optional `inAdvanceCreationDays`, `recurrenceInterval`, `recurrenceEndDate`, and `emailCustomer` control scheduling. ### Draft and pause New templates default to draft (`isDraft: true`) and are paused until you resume them with a `nextInvoiceDate`. POST `/{uuid}/pause` sets `nextInvoiceDate` to null and stops generation without deleting the template. ### Resume requires nextInvoiceDate POST `/{uuid}/resume` must include `nextInvoiceDate` (ISO date) in the JSON body. The API returns 400 if it is missing. ### Credit memos excluded Setting `invoiceType` to `memo` on create returns 400. Credit memos are one-off documents created through POST /partners/invoices. ## The recurring invoice template object Fields returned on a template. Recurrence-specific settings are nested under `createdInvoiceTemplate`; line items appear as `invoiceProducts`. #### Attributes `id` uuid Template identifier (UUID). Use in path parameters. `invoiceTitle` string Display title for generated invoices. `summary` string Optional summary or memo line on generated invoices. `email` string Customer email used when emailing generated invoices. `currency` string ISO 4217 currency code. `subtotal` number Subtotal before tax. `taxTotal` number Total tax amount. `total` number Grand total including tax. `invoiceType` enum Document type generated from this template. Cannot be memo. One of: `invoice`, `estimate` `customer` object Embedded customer record with billing details. `invoiceProducts` array Line items (products/services) on each generated invoice. `createdInvoiceTemplate` object Recurrence schedule and generation settings. `recurrencePattern` enum Cadence unit. Aliases like biweekly and quarterly are normalized on save. One of: `daily`, `weekly`, `monthly`, `yearly` `recurrenceInterval` integer Interval multiplier for the pattern (for example every 2 months when pattern is monthly and interval is 2). `occurrenceCount` integer Total number of occurrences when limited; null for open-ended schedules. `remainingOccurrence` integer Occurrences left before the schedule ends. `recurrenceEndDate` date Optional end date for the schedule (ISO). `nextInvoiceDate` date Next invoice date (ISO). Null when the template is paused. `inAdvanceCreationDays` integer Days before each scheduled date that the invoice instance is created. `creationDate` date Date the next invoice instance will be created (ISO). `emailCustomer` boolean When true, generated invoices are emailed to the customer automatically. `project` object Linked project, when set, or null. `attachments` array Attachments copied to each generated invoice. `tags` array Tags applied to generated invoices. `createdAt` datetime ISO 8601 creation timestamp. `updatedAt` datetime ISO 8601 last update timestamp. Example ```json { "id": "c4d5e6f7-a8b9-0123-cdef-456789012345", "invoiceTitle": "Monthly consulting retainer", "summary": "Recurring monthly invoice for Acme Corporation", "email": "contact@acme.com", "currency": "USD", "subtotal": 1000, "taxTotal": 85, "total": 1085, "invoiceType": "invoice", "customer": { "id": "dfa3219e-6af8-4c53-997a-037534f63a35", "customer": "Acme Corporation", "email": "contact@acme.com", "contactName": "John Doe" }, "invoiceProducts": [ { "id": "d5e6f7a8-b9c0-1234-defa-567890123456", "productServiceId": "aa11bb22-cc33-dd44-ee55-ff6677889900", "description": "Consulting services", "quantity": 10, "unitPrice": 100, "price": 100, "nonTaxable": false } ], "createdInvoiceTemplate": { "recurrencePattern": "monthly", "recurrenceInterval": 1, "occurrenceCount": null, "remainingOccurrence": null, "recurrenceEndDate": null, "nextInvoiceDate": "2026-04-01", "inAdvanceCreationDays": 0, "creationDate": "2026-04-01", "emailCustomer": true }, "createdAt": "2026-01-15T10:30:00.000Z", "updatedAt": "2026-01-28T14:22:30.000Z" } ``` List excludes draft templates by default GET /partners/recurring-invoice-templates returns only non-draft templates (`isDraft: false`) unless you pass `isDraft=true` or `isDraft=all`. A template stays `isDraft: true` (and is skipped by the recurrence job) until its seed invoice is approved. Search The `search` query parameter matches invoice title, summary, email, customer name, and rounded total amounts. Supported recurrence patterns Accepted values include daily, weekly, biweekly, monthly, quarterly, and yearly. Unsupported patterns return 400 with a descriptive message. ## Related - [Invoices API](https://developers.getcount.com/reference/invoices) - [Customers API](https://developers.getcount.com/reference/customers) - [Products & Services API](https://developers.getcount.com/reference/products-and-services) ## Recent changes 2026-09-07 Accounting Playbooks and Ledger Semantics published as documentation The workflows and behaviour rules the MCP server serves to agents through COUNT_playbooks and COUNT_knowledge are now readable documentation. Accounting Playbooks (/guides/playbooks) covers nine ordered workflows across 54 steps — invoicing, credit memos, recurring templates, vendor bill payment, chart-of-accounts setup, migration imports, budget planning and round-trip, and month-end review — each naming the exact tool per step. Ledger Semantics & Lifecycles (/guides/ledger-semantics) documents 33 confirmed behaviours across twelve resources: the state each operation is valid in, the fields accepted and then ignored, and the calls that cannot be undone, with every irreversible behaviour collected in one table at the top of the page. Both pages carry the COUNT_playbooks and COUNT_knowledge ids they were ported from so the agent-facing and human-facing copies stay in step. Playbooks, lifecycle sections, and individual behaviour rules are indexed into site search. 2026-06-21 Complete Partner API reference Documented all remaining API reference groups: Chart of Accounts, Vendors, Products & Services, Recurring Invoice Templates, Credit Memos, Bills, Journal Entries, Tags, People, Projects, Tasks, Time Entries, Expense Receipts, Reports, and Workspace Stats. Added missing invoice endpoints (audit log, attachments, credit application, remove transaction) and group overviews for Invoices and Transactions. ## Endpoints [GET List recurring invoice templates `/partners/recurring-invoice-templates` Returns a paginated list of recurring invoice templates in the workspace.](https://developers.getcount.com/reference/recurring-invoice-templates/list-recurring-invoice-templates) [POST Create a recurring invoice template `/partners/recurring-invoice-templates` Creates a draft invoice plus a recurring template with the supplied schedule.](https://developers.getcount.com/reference/recurring-invoice-templates/create-recurring-invoice-template) [GET Get a recurring invoice template `/partners/recurring-invoice-templates/{uuid}` Retrieves a single recurring invoice template by its UUID.](https://developers.getcount.com/reference/recurring-invoice-templates/get-recurring-invoice-template) [PATCH Update a recurring invoice template `/partners/recurring-invoice-templates/{uuid}` Updates an existing recurring invoice template. Only sent fields are changed.](https://developers.getcount.com/reference/recurring-invoice-templates/update-recurring-invoice-template) [DELETE Delete a recurring invoice template `/partners/recurring-invoice-templates/{uuid}` Removes a recurring invoice template and stops future generation.](https://developers.getcount.com/reference/recurring-invoice-templates/delete-recurring-invoice-template) [POST Pause a recurring invoice template `/partners/recurring-invoice-templates/{uuid}/pause` Pauses generation by clearing nextInvoiceDate.](https://developers.getcount.com/reference/recurring-invoice-templates/pause-recurring-invoice-template) [POST Resume a recurring invoice template `/partners/recurring-invoice-templates/{uuid}/resume` Resumes generation by setting nextInvoiceDate.](https://developers.getcount.com/reference/recurring-invoice-templates/resume-recurring-invoice-template)