W3builders

Recurring Templates

Create Recurring Template

Create a recurring template.

POSThttps://api.w3builders.com/v1/finance/recurring
JWT bearer

Body

application/json
  • title, type, start_date, amount (all required, amount > 0)
  • frequency: weekly | monthly | quarterly | annually (default monthly)
  • end_date, currency (default INR), client_id, client_name, client_email
  • document_type (default invoice), gst_enabled, gst_rate, items[], category, vendor, payment_method (default bank)

Response

application/json
FieldType
successvalue
idvalue
Create Recurring Template
curl -X POST https://api.w3builders.com/v1/finance/recurring \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "title": "Monthly retainer — Acme",
  "type": "invoice",
  "start_date": "2026-08-01",
  "amount": 45000,
  "frequency": "monthly"
}'
{
  "shape": "{ success, id }"
}
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