--- title: "Create a recurring invoice template · Recurring Invoice Templates · COUNT Partner API" description: "Creates a draft invoice plus a recurring template with the supplied schedule. POST /partners/recurring-invoice-templates" canonical: "https://developers.getcount.com/reference/recurring-invoice-templates/create-recurring-invoice-template" source: "https://developers.getcount.com/reference/recurring-invoice-templates/create-recurring-invoice-template" --- [Recurring Invoice Templates](https://developers.getcount.com/reference/recurring-invoice-templates) / Create a recurring invoice template # Create a recurring invoice template POST `/partners/recurring-invoice-templates` Creates a draft invoice plus a recurring template with the supplied schedule. Same UUID payload rules as invoice create, plus required `recurrencePattern`. `invoiceType` defaults to invoice; memo is rejected, which also makes `dueDate` effectively required. `isDraft` defaults to true, so `customerUuid` is not required unless `isDraft` is set to false — resume the template to start generation. HMAC signature + Bearer access token [Try this request](https://developers.getcount.com/tools/try-it?method=POST&path=%2Fpartners%2Frecurring-invoice-templates&body=%7B%0A++%22customerUuid%22%3A+%22dfa3219e-6af8-4c53-997a-037534f63a35%22%2C%0A++%22invoiceType%22%3A+%22invoice%22%2C%0A++%22invoiceNumber%22%3A+%22INV-1042%22%2C%0A++%22date%22%3A+%222026-03-01%22%2C%0A++%22dueDate%22%3A+%222026-03-31%22%2C%0A++%22currency%22%3A+%22USD%22%2C%0A++%22recurrencePattern%22%3A+%22monthly%22%2C%0A++%22recurrenceInterval%22%3A+1%2C%0A++%22inAdvanceCreationDays%22%3A+0%2C%0A++%22emailCustomer%22%3A+true%2C%0A++%22isDraft%22%3A+true%2C%0A++%22products%22%3A+%5B%0A++++%7B%0A++++++%22productUuid%22%3A+%22aa11bb22-cc33-dd44-ee55-ff6677889900%22%2C%0A++++++%22description%22%3A+%22Consulting+services%22%2C%0A++++++%22quantity%22%3A+10%2C%0A++++++%22unitPrice%22%3A+100%2C%0A++++++%22nonTaxable%22%3A+false%0A++++%7D%0A++%5D%0A%7D) [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) #### Request body `customerUuid` uuid UUID of the customer billed on each generated invoice. Required only when isDraft is false. `recurrencePattern` string required Schedule cadence: daily, weekly, biweekly, monthly, quarterly, or yearly. `invoiceType` enum Document type. Defaults to invoice. Must not be memo. One of: `invoice`, `estimate` `invoiceNumber` string required Invoice number shown on the generated invoice. `date` date required Initial invoice date (ISO). `dueDate` date required Due date on generated invoices (ISO). Effectively required because memo invoiceType is rejected on this endpoint. `currency` string ISO 4217 currency code. Defaults to workspace currency. `recurrenceInterval` integer Interval multiplier for the pattern. Defaults to 1. `recurrenceEndDate` date Optional end date for the schedule (ISO). `occurrenceCount` integer Limit total occurrences when set. `inAdvanceCreationDays` integer Days before each scheduled date to create the invoice instance. `emailCustomer` boolean Email the customer when each invoice is generated. `isDraft` boolean When true (default), the template is paused until resumed. `products` array required Products or services on each generated invoice. `productUuid` uuid Product UUID from list_products. `uuid` is accepted as an alias. `description` string Line description. `quantity` number required Quantity billed. `unitPrice` number required Price per unit. `nonTaxable` boolean When true, clears tax on the line. `tagUuids` array Tag UUIDs to attach to generated invoices. `projectUuid` uuid Optional project UUID. #### Responses `201` Template and draft invoice created. `400` Validation failed — missing recurrencePattern, invoiceNumber, date, or dueDate; memo invoiceType; or invalid UUID references. `401` Missing or invalid HMAC signature, expired timestamp, or invalid Bearer token. [Troubleshoot](https://developers.getcount.com/getting-started/errors#error-401) `403` The credential does not have access to this workspace or resource. [Troubleshoot](https://developers.getcount.com/getting-started/errors#error-403) `429` Rate limit exceeded (100 requests per minute per clientId). Retry after the Retry-After header. [Troubleshoot](https://developers.getcount.com/getting-started/errors#error-429) [Previous GET List recurring invoice templates](https://developers.getcount.com/reference/recurring-invoice-templates/list-recurring-invoice-templates) [Next GET Get a recurring invoice template](https://developers.getcount.com/reference/recurring-invoice-templates/get-recurring-invoice-template) POST `https://api.getcount.com/partners/recurring-invoice-templates` Request ```javascript import crypto from 'node:crypto'; const BASE_URL = 'https://api.getcount.com'; const CLIENT_ID = process.env.COUNT_CLIENT_ID; const CLIENT_SECRET = process.env.COUNT_CLIENT_SECRET; const ACCESS_TOKEN = process.env.COUNT_ACCESS_TOKEN; const method = 'POST'; const signingPath = '/recurring-invoice-templates'; const timestamp = Math.floor(Date.now() / 1000).toString(); const body = { "customerUuid": "dfa3219e-6af8-4c53-997a-037534f63a35", "invoiceType": "invoice", "invoiceNumber": "INV-1042", "date": "2026-03-01", "dueDate": "2026-03-31", "currency": "USD", "recurrencePattern": "monthly", "recurrenceInterval": 1, "inAdvanceCreationDays": 0, "emailCustomer": true, "isDraft": true, "products": [ { "productUuid": "aa11bb22-cc33-dd44-ee55-ff6677889900", "description": "Consulting services", "quantity": 10, "unitPrice": 100, "nonTaxable": false } ] }; const bodyString = JSON.stringify(body); const bodyHash = crypto.createHash('sha256').update(bodyString).digest('hex'); const baseString = `${method}:${signingPath}:${timestamp}:${bodyHash}`; const signature = crypto.createHmac('sha256', CLIENT_SECRET).update(baseString).digest('hex'); const response = await fetch(`${BASE_URL}/partners/recurring-invoice-templates`, { method, headers: { 'x-client-id': CLIENT_ID, 'x-timestamp': timestamp, 'x-signature': signature, 'Content-Type': 'application/json', Authorization: `Bearer ${ACCESS_TOKEN}`, }, body: bodyString, }); console.log(await response.json()); ``` Response · 201 ```json { "status": "success", "message": "Invoice and recurring template created", "data": { "invoice": { "id": "f6a7b8c9-d0e1-2345-fabc-456789012345", "invoiceNumber": "INV-1042" }, "recurringTemplate": { "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" } } } ```