Invoicing

invoices.schedules.create

Create a recurring invoice for a customer from a template with a weekly, monthly, or yearly cadence, start date, optional end date or number of occurrences, review lead days, and auto-send after approval.

POST/api/v1/accounting/invoices.schedules.create

Permissions

accounting:readaccounting:write

Who can call it

admin, finance

Retries

Idempotency key required

MCP

accounting_invoices_schedules_create

Fields

  • partyIdstring (ID)Required

    The ID of a customer or vendor account, from parties.list.

  • namestringRequired

    A display name.

    1–200 characters

  • templateobjectRequired

    No other fields

  • cadenceobjectRequired

    No other fields

  • startDatestringRequired
  • endDatestring or null
  • occurrencesinteger or null
  • reviewLeadDaysinteger

    0 to 60

  • autoSendAfterApprovalboolean

    Default true

  • idempotencyKeystringRequired

    Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match.

    8–200 characters

Example

curl https://app.getoatmilk.com/api/v1/accounting/invoices.schedules.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "partyId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "name": "Synthetic Ventures Inc.",
  "template": {
    "lines": [
      {
        "description": "Synthetic example from the docs",
        "unitAmountMinor": "1250"
      }
    ]
  },
  "cadence": {
    "unit": "week"
  },
  "startDate": "2026-09-30"
}'
Response
{
  "data": { … }
}

Try it

Try it

Checks your input with this action’s real schema and answers like the API, with synthetic data. No key needed, and nothing changes.

POST/api/v1/accounting/invoices.schedules.create
curl https://app.getoatmilk.com/api/v1/accounting/invoices.schedules.create \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "partyId": "7f0f6c1e-1c1f-4b5e-9c8d-2f5e8e3c1a10",
  "name": "Synthetic Ventures Inc.",
  "template": {
    "lines": [
      {
        "description": "Synthetic example from the docs",
        "unitAmountMinor": "1250"
      }
    ]
  },
  "cadence": {
    "unit": "week"
  },
  "startDate": "2026-09-30"
}'

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