Automatic Invoicing Rules

Automatic invoicing rules define conditions under which invoices are generated automatically from budget services — on time-based schedules, milestone completion, or budget consumption thresholds.

Use these endpoints to configure recurring or event-driven billing without manual invoice creation.

Attributes

budget deal
Response

The budget this automatic invoicing rule applies to.
budget_id integer
Request Parameter `filter`

The ID of the budget this automatic invoicing rule applies to.
created_at object
Parameter `sort`

Timestamp when the automatic invoicing rule was created.
creation_offset integer
Response Request

Number of time units to offset invoice creation from the reference date.
creation_offset_unit string
Response Request Enum

The time unit for the creation offset (e.g. days, weeks, months).

Enum Values (3 values)

  • day
  • week
  • month
creator person
Response

The person who created this automatic invoicing rule.
creator_id integer
Parameter `filter`

The ID of the person who created this automatic invoicing rule.
id integer
Parameter `filter` Parameter `sort`

Unique identifier for the automatic invoicing rule.
next_invoice_date string
Response

The next scheduled date on which an invoice draft will be automatically created.
organization organization
Response

The organization this automatic invoicing rule belongs to.
reference_date string
Response Request Enum

The reference date used to calculate when invoices are created (e.g. period_start, period_end).

Enum Values (2 values)

  • start_date
  • end_date
skip_weekends boolean
Response Request

When true, invoice creation is shifted to the next working day if the scheduled date falls on a weekend.

Operations

GET /api/v2/automatic_invoicing_rules
Get automatic invoicing rules
POST /api/v2/automatic_invoicing_rules
Create an automatic invoicing rule
DELETE /api/v2/automatic_invoicing_rules/{id}
Deletes an automatic invoicing rule
GET /api/v2/automatic_invoicing_rules/{id}
Gets an automatic invoicing rule
PATCH /api/v2/automatic_invoicing_rules/{id}
Update an automatic invoicing rule