# RecurringInvoiceScheduleDto

A model the API reference uses in a request or a response. The operation pages link every field typed as this model here.

Read DTO for a recurring invoice schedule (series).

## Fields
- `id` (string(uuid))
- `creationTime` (string(date-time)): The date and time when this entity was created.
- `creatorId` (string(uuid)): The ID of the user who created this entity. (nullable)
- `lastModificationTime` (string(date-time)): The date and time when this entity was last modified. (nullable)
- `lastModifierId` (string(uuid)): The ID of the user who last modified this entity. (nullable)
- `isDeleted` (boolean): Indicates whether this entity has been deleted.
- `deleterId` (string(uuid)): The ID of the user who deleted this entity, if it is deleted. (nullable)
- `deletionTime` (string(date-time)): The date and time when this entity was deleted, if it is deleted. (nullable)
- `billerId` (string(uuid))
- `billerType` ([InvoicePartyType](https://devportal.demo.winkpg.io/docs/api/models/InvoicePartyType.md)): Identifies the type of entity acting as the biller or recipient on an invoice.
  Values:
  - `GatewayOwner`: Platform-level gateway owner.
  - `Reseller`: Reseller entity.
  - `Merchant`: Merchant entity.
  - `Customer`: End customer.
- `name` (string): (nullable)
- `description` (string): (nullable)
- `status` ([RecurringInvoiceScheduleStatus](https://devportal.demo.winkpg.io/docs/api/models/RecurringInvoiceScheduleStatus.md)): Lifecycle status of a recurring invoice schedule (series).
  Values:
  - `Active`: The series is active and generates invoices on each due run.
  - `Paused`: Generation is suspended; the series can be resumed later. No invoices are generated while paused.
  - `Cancelled`: The series has been cancelled. Terminal: no further generation.
  - `Completed`: The series reached its end (end date or max occurrences). Terminal: no further generation.
- `schedule` ([ContractSchedule](https://devportal.demo.winkpg.io/docs/api/models/ContractSchedule.md))
  Fields:
  - `frequency` ([Frequency](https://devportal.demo.winkpg.io/docs/api/models/Frequency.md)): The type of the recurrence rule.
    Values:
    - `Secondly`
    - `Minutely`
    - `Hourly`
    - `Daily`
    - `Weekly`
    - `Monthly`
    - `Yearly`
  - `count` (integer(int32)): The number of occurrences in a particular recurrence. (nullable)
  - `until` (string(date-time)): The datetime that bounds the current recurrence. (nullable)
  - `interval` (integer(int32)): The recurrence interval.
  - `bySecond` (array<integer(int32)>): BySecond rule modifier. (nullable)
  - `byMinute` (array<integer(int32)>): BySecond rule modifier. (nullable)
  - `byHour` (array<integer(int32)>): BySecond rule modifier. (nullable)
  - `byDay` (array<[ContractScheduleByDayRule](https://devportal.demo.winkpg.io/docs/api/models/ContractScheduleByDayRule.md)>): Week day rule modifier. (nullable)
  - `byMonth` (array<integer(int32)>): Month day rule modifier. (nullable)
  - `byMonthDay` (array<integer(int32)>): Month days rule modifier. (nullable)
  - `byYearDay` (array<integer(int32)>): Year days rule modifier. (nullable)
  - `byWeekNumber` (array<integer(int32)>): Week number rule modifier. (nullable)
  - `bySetPosition` (array<integer(int32)>): BySetPosition rule modifier. (nullable)
  - `firstDayOfWeek` ([DayOfWeek](https://devportal.demo.winkpg.io/docs/api/models/DayOfWeek.md)): The first day of week, used in calculating weekday-based recurrences (nullable)
    Values:
    - `Sunday`
    - `Monday`
    - `Tuesday`
    - `Wednesday`
    - `Thursday`
    - `Friday`
    - `Saturday`
  - `nextScheduledRun` (string(date-time)): The next computed billing date, updated after each billing run. Null for contracts that  have never been scheduled or have ended. (nullable)
  - `startDate` (string(date-time)): The earliest date on which this contract is eligible to bill. Set by the user  when creating the contract (defaults to the creation date) and may be set to a  future date to delay first billing. The recurrence engine anchors expansion to  this date and the daily billing job will not fire a contract whose  `startDate` is in the future.                Null on contracts created before this field existed. When it is null, the server  anchors the schedule on the contract's creation time, or on the current time when  that is also absent; callers that compute a schedule themselves should apply the  same fallback. (nullable)
- `nextRunUtc` (string(date-time)): (nullable)
- `lastRunUtc` (string(date-time)): (nullable)
- `occurrenceCount` (integer(int32))
- `endAfterOccurrences` (integer(int32)): (nullable)
- `autoSend` (boolean)
- `paymentLinkExpiryHours` (integer(int32)): (nullable)
- `viewTokenExpiryDays` (integer(int32)): (nullable)
- `customMessage` (string): (nullable)
- `recipientId` (string(uuid))
- `recipientType` ([InvoicePartyType](https://devportal.demo.winkpg.io/docs/api/models/InvoicePartyType.md)): Identifies the type of entity acting as the biller or recipient on an invoice.
  Values:
  - `GatewayOwner`: Platform-level gateway owner.
  - `Reseller`: Reseller entity.
  - `Merchant`: Merchant entity.
  - `Customer`: End customer.
- `currency` (string): (nullable)
- `paymentTermsValue` ([PaymentTerms](https://devportal.demo.winkpg.io/docs/api/models/PaymentTerms.md)): (nullable)
  Values:
  - `DueOnReceipt`: Payment due immediately upon receipt.
  - `Net15`: Payment due within 15 days of issue.
  - `Net30`: Payment due within 30 days of issue.
  - `Net45`: Payment due within 45 days of issue.
  - `Net60`: Payment due within 60 days of issue.
  - `Net90`: Payment due within 90 days of issue.
  - `Custom`: Custom number of days specified via InvoiceConsts.
- `customPaymentDays` (integer(int32)): (nullable)
- `allowPartialPayment` (boolean): (nullable)
- `minimumPaymentAmount` (number(double)): (nullable)
- `partialPaymentTolerance` (number(double)): (nullable)
- `allowedPaymentMethods` (array<string>): (nullable)
- `vaultRestriction` ([VaultRestriction](https://devportal.demo.winkpg.io/docs/api/models/VaultRestriction.md)): (nullable)
  Values:
  - `Any`: Allow any payment method (new or saved).
  - `AllowNewAndSaved`: Allow both new and saved payment methods.
  - `SavedOnly`: Only allow previously saved (vaulted) payment methods.
- `hppPageId` (string(uuid)): (nullable)
- `templateId` (string(uuid)): (nullable)
- `invoiceLevelDiscount` ([InvoiceDiscountDto](https://devportal.demo.winkpg.io/docs/api/models/InvoiceDiscountDto.md)): DTO for an invoice-level discount.
  Fields:
  - `type` ([DiscountType](https://devportal.demo.winkpg.io/docs/api/models/DiscountType.md)): The type of discount applied to a line item or invoice.
    Values:
    - `Percent`: Percentage discount (e.g., 10%).
    - `Flat`: Flat dollar amount discount (e.g., $5.00).
  - `value` (number(double))
  - `description` (string): (nullable)
- `reminderConfig` ([InvoiceReminderConfigDto](https://devportal.demo.winkpg.io/docs/api/models/InvoiceReminderConfigDto.md)): DTO for invoice reminder configuration. Each member overrides the tenant's reminder default on its  own; a member that is null or omitted inherits that default.
  Fields:
  - `preDueDays` (array<integer(int32)>): Days before the due date to send a reminder (for example 7, 3, 1). Null or omitted inherits the  tenant default; an empty list sends no pre-due reminders for this invoice. (nullable)
  - `dueDayReminder` (boolean): (nullable)
  - `postDueDays` (array<integer(int32)>): Days after the due date to send a reminder (for example 1, 7, 14, 30). Null or omitted inherits  the tenant default; an empty list sends no scheduled post-due reminders for this invoice. (nullable)
  - `postDueRecurringDays` (integer(int32)): (nullable)
  - `stopOnPaid` (boolean): (nullable)
  - `maxReminders` (integer(int32)): (nullable)
  - `dunningEndAction` ([DunningEndAction](https://devportal.demo.winkpg.io/docs/api/models/DunningEndAction.md)): (nullable)
    Values:
    - `None`: No automatic action taken.
    - `MarkUncollectible`: Transition the invoice to Uncollectible.
    - `Close`: Transition the invoice to Closed.
  - `daysUntilUncollectible` (integer(int32)): (nullable)
- `billerSnapshot` ([InvoicePartySnapshotDto](https://devportal.demo.winkpg.io/docs/api/models/InvoicePartySnapshotDto.md)): Read DTO for denormalized biller/recipient info frozen at invoice issuance.
  Fields:
  - `name` (string): (nullable, max length 200)
  - `email` (string): (nullable, max length 256)
  - `phone` (string): (nullable, max length 30)
  - `addressLine1` (string): (nullable, max length 200)
  - `addressLine2` (string): (nullable, max length 200)
  - `city` (string): (nullable, max length 100)
  - `state` (string): (nullable, max length 100)
  - `postalCode` (string): (nullable, max length 20)
  - `country` (string): (nullable, max length 100)
  - `companyName` (string): (nullable, max length 200)
  - `taxId` (string): (nullable, max length 50)
  - `logoUrl` (string): (nullable, max length 2048)
- `recipientSnapshot` ([InvoicePartySnapshotDto](https://devportal.demo.winkpg.io/docs/api/models/InvoicePartySnapshotDto.md)): Read DTO for denormalized biller/recipient info frozen at invoice issuance.
  Fields:
  - `name` (string): (nullable, max length 200)
  - `email` (string): (nullable, max length 256)
  - `phone` (string): (nullable, max length 30)
  - `addressLine1` (string): (nullable, max length 200)
  - `addressLine2` (string): (nullable, max length 200)
  - `city` (string): (nullable, max length 100)
  - `state` (string): (nullable, max length 100)
  - `postalCode` (string): (nullable, max length 20)
  - `country` (string): (nullable, max length 100)
  - `companyName` (string): (nullable, max length 200)
  - `taxId` (string): (nullable, max length 50)
  - `logoUrl` (string): (nullable, max length 2048)
- `lineItems` (array<[InvoiceLineItemDto](https://devportal.demo.winkpg.io/docs/api/models/InvoiceLineItemDto.md)>): (nullable)
  Fields of each item:
  - `id` (string(uuid)): Stable identity for update/delete operations.
  - `sortOrder` (integer(int32)): Display order on the invoice.
  - `parentLineItemId` (string(uuid)): Parent line item ID for bundle/discount/tax line hierarchies. (nullable)
  - `name` (string): Product name snapshot (formal product name). (nullable)
  - `description` (string): Line item description shown on PDF and HPP. (nullable)
  - `notes` (string): Per-line notes visible to the biller only. (nullable)
  - `productId` (string(uuid)): Optional link to the product catalog. (nullable)
  - `productCode` (string): SKU or product code. (nullable)
  - `unitOfMeasure` (string): Unit of measure (e.g., "each", "hour", "GB"). (nullable)
  - `commodityCode` (string): Commodity code sent as enhanced (Level 3) card data when the invoice is paid by card. At most  25 characters. (nullable)
  - `quantity` (number(double)): Quantity.
  - `unitPrice` (number(double)): Unit price.
  - `grossAmount` (number(double)): Computed: Quantity * UnitPrice.
  - `cost` (number(double)): Cost for margin tracking. (nullable)
  - `pricingSource` ([PricingSource](https://devportal.demo.winkpg.io/docs/api/models/PricingSource.md)): How the unit price was determined. (nullable)
    Values:
    - `Catalog`: Price taken from the product catalog at time of invoicing.
    - `Override`: Price manually overridden by the user.
    - `Promotion`: Price determined by a promotion or coupon.
    - `Contract`: Price from a negotiated contract or quote.
  - `discountType` ([DiscountType](https://devportal.demo.winkpg.io/docs/api/models/DiscountType.md)): Type of discount applied to this line item. (nullable)
    Values:
    - `Percent`: Percentage discount (e.g., 10%).
    - `Flat`: Flat dollar amount discount (e.g., $5.00).
  - `discountValue` (number(double)): Discount value (percentage or flat amount). (nullable)
  - `discountAmount` (number(double)): Resolved discount amount. (nullable)
  - `netAmount` (number(double)): After discount, before tax.
  - `taxRateId` (string(uuid)): Reference to a reusable tax rate definition. (nullable)
  - `taxRatePercent` (number(double)): Snapshot of the tax rate percentage. (nullable)
  - `taxableAmount` (number(double)): Explicit taxable base amount. (nullable)
  - `taxAmount` (number(double)): Computed tax amount.
  - `taxJurisdiction` (string): Tax jurisdiction (state/country). (nullable)
  - `taxRateSource` ([InvoiceTaxRateSource](https://devportal.demo.winkpg.io/docs/api/models/InvoiceTaxRateSource.md)): Where `taxRatePercent` came from. Always populated on read: a line stored before  provenance existed reads as Catalog when it names a `taxRateId`, otherwise Manual. (nullable)
    Values:
    - `Manual`: The operator typed the percentage, or nothing recorded where it came from.
    - `Catalog`: The percentage was snapshotted from one of the biller's named tax rates.
    - `Provider`: The percentage was sourced from the merchant's bound tax provider.
  - `taxRateProviderName` (string): The tax provider that sourced the percentage, when `taxRateSource` is Provider. (nullable)
  - `taxCode` (string): Tax code snapshotted from product or overridden. (nullable)
  - `isTaxable` (boolean): Whether tax applies to this line. (nullable)
  - `lineTotal` (number(double)): Line total including tax.
  - `isDiscountLine` (boolean): Indicates this is a discount adjustment line. (nullable)
  - `isSystemGenerated` (boolean): Indicates this line was auto-generated. (nullable)
  - `isOptional` (boolean): For quotes-to-invoices flow: whether this line is optional. (nullable)
  - `revenueAccount` (string): GL account for revenue recognition. (nullable)
  - `recognitionStartDate` (string(date-time)): Revenue recognition start date. (nullable)
  - `recognitionEndDate` (string(date-time)): Revenue recognition end date. (nullable)
  - `attributes` (object): Extensibility metadata (key-value pairs). (nullable)
- `customFields` (array<[CustomFieldValueDto](https://devportal.demo.winkpg.io/docs/api/models/CustomFieldValueDto.md)>): (nullable)
  Fields of each item:
  - `id` (string(uuid))
  - `key` (string) required: (nullable, max length 100)
  - `label` (string): (nullable, max length 200)
  - `value` (string): (nullable, max length 2000)
- `notes` (array<[EntityNote](https://devportal.demo.winkpg.io/docs/api/models/EntityNote.md)>): (nullable)
  Fields of each item:
  - `id` (string(uuid))
  - `enteredBy` (string(uuid))
  - `timestamp` (string(date-time))
  - `enteredByName` (string): Denormalized display name of the user who created the note.  Populated at creation time from `ICurrentUser` to avoid N+1 lookups when rendering. (nullable)
  - `content` (string): (nullable, min length 0, max length 1000)
- `recipientNote` (string): (nullable)
- `footerText` (string): (nullable)
- `concurrencyStamp` (string): (nullable)

## See also

- [All documentation](https://devportal.demo.winkpg.io/llms.txt): the machine-readable index of every public page on this site.