Repeat an invoice

invoices_save_repeating · Changes data · Markdown

Makes an invoice again every so many weeks, months or years, drafted or sent on its day, with [Month] and [Year] filled in, like Xero's repeating invoices.

$0.001 a call

From your agent’s balance. A call that fails costs nothing.

Bill the Strandhotel 350 euros plus VAT for the kitchen service contract on the first of every month for a year, and send it straight away.

Your agent callsinvoices_save_repeating$0.001 a call

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments

{
  "name": "Hotel service contract",
  "customer": {
    "name": "Strandhotel Övelgönne",
    "email": "buchhaltung@strandhotel.example"
  },
  "items": [
    {
      "description": "Kitchen service contract, [Month] [Year]",
      "unit_price": "350",
      "tax_rate": 19
    }
  ],
  "every": 1,
  "unit": "month",
  "start": "2026-11-01",
  "times": 12,
  "action": "send"
}

What comes back

{
  "repeating": {
    "repeating_id": 4101,
    "name": "Hotel service contract",
    "customer": {
      "name": "Strandhotel Övelgönne",
      "email": "buchhaltung@strandhotel.example"
    },
    "items": [
      {
        "description": "Kitchen service contract, [Month] [Year]",
        "unit_price": "350",
        "tax_rate": 19
      }
    ],
    "currency": null,
    "notes": null,
    "payment_terms_days": null,
    "every": 1,
    "unit": "month",
    "action": "send",
    "status": "active",
    "next_date": "2026-11-01",
    "upcoming": [
      "2026-11-01",
      "2026-12-01"
    ],
    "end_date": null,
    "times_left": 12,
    "made": 0,
    "last_invoice": null,
    "last_invoice_id": null,
    "last_error": null
  }
}

Use it when

A customer pays the same each month or year: a service contract, rent, a retainer, a subscription.

For one invoice now, use invoices_create.
For chasing everyone who is late every week, use invoices_remind_overdue.

What it does

An invoice made again every so many weeks, months or years, like Xero's repeating invoices: the customer and lines as for invoices_create, every and unit, the start date, and an end_date or a number of times. action draft leaves each one for you to check and send; send emails it to the customer on its day. Descriptions and notes may hold [Month], [Year], [Quarter] or [Week], with an offset like [Month+1], filled in from each invoice's date. Each invoice is made by Conecto's worker as this key and costs what invoices_create and invoices_send cost. Change one by repeating_id: only what you pass changes; status paused stops it, active resumes it (dates it missed are skipped).

What comes back

repeating: its id, name, customer, lines, every and unit, action (draft or send), status, the next three dates, end_date or times_left, how many were made, the last invoice and why it is paused if it is. Every reply also carries cost_usd and balance_usd.

Inputs

Name	Type	What it is
`repeating_id`	integer	From invoices_list_repeating. At least 1.
`name`	string	Your own label, e.g. "Hotel service contract". Up to 120 characters.
`customer`	object	Who the document is for. Link a CRM record with contact_id or company_id, or give name and email (an email that matches a CRM contact links it). What is given here is printed as it is.
`customer.contact_id`	integer	A CRM contact; fills the name and email. At least 1.
`customer.company_id`	integer	A CRM company; fills the name. At least 1.
`customer.name`	string	Who is billed, as printed. Up to 200 characters.
`customer.email`	string	Where the document is emailed. Up to 254 characters.
`customer.address`	string	Postal address, one line per row. Up to 1,000 characters.
`customer.tax_id`	string	The customer's VAT or tax number, for business customers. A reverse-charge or intra-EU invoice needs their EU VAT ID, e.g. "FR12345678901". Up to 60 characters.
`customer.country`	string	ISO 3166-1 code of the customer's country, e.g. "FR". Checks intra_eu and export invoices; e-invoices need it. Up to 2 characters.
`items`	array of objects	1 to 200 items.
`items[].description`Required	string	What was sold. Lines after the first print smaller, underneath. 1 to 2,000 characters.
`items[].quantity`	number or string	Default 1. Up to 6 decimals, e.g. 1.5 (hours). Up to 24 characters.
`items[].unit_price`Required	number or string	The price of one, before tax, e.g. "19.99". Negative for a credit line. Up to 24 characters.
`items[].tax_rate`	number or string	Tax percent, e.g. 19. Default: the profile's tax_rate. Up to 24 characters.
`items[].discount`	number or string	Discount percent on this line, e.g. 10. Up to 24 characters.
`items[].account`	string	With books: the income account this line books to, e.g. "4100" for services. Default: the sales account. Up to 20 characters.
`items[].tracking`	object	With books: tracking options, e.g. {"Department": "Service"}.
`currency`	string	ISO 4217, e.g. "USD", "EUR" or "JPY". Matches ^[A-Za-z]{3}$.
`notes`	string	Printed above the lines, e.g. "Thank you for your order" or a project reference. Up to 5,000 characters.
`payment_link`	string	An https link to pay this document. Default: the profile's payment_link. Up to 500 characters.
`tax_exemption`	string	Why lines with tax_rate 0 carry no tax, printed on the invoice as the law asks: exempt, zero_rated, reverse_charge (the customer accounts for the VAT), intra_eu (goods to a business in another EU country), export (goods leaving the EU), outside_scope, small_business (a business under its country's small-business VAT exemption, such as UStG §19 or art. 293 B CGI: no line may carry tax). Needed in the EU for any line without tax. Default: the profile's. One of: ,exempt,zero_rated,reverse_charge,intra_eu,export,outside_scope,small_business.
`tax_exemption_note`	string	The wording printed for the exemption instead of the standard one, e.g. "Steuerbefreit als Kleinunternehmer nach § 19 UStG". Up to 300 characters.
`e_invoice`	string	Invoices and their credit notes as EN 16931 e-invoices (German B2B invoices must be from 2027): factur-x (Factur-X/ZUGFeRD, the XML inside the PDF/A-3) or xrechnung (XRechnung 3.0, its own XML beside the PDF), checked against the EN 16931 schema before sending. "" is the default: none, except that from 2027 an invoice from a German business to a German business above EUR 250 is a factur-x; "none" opts out (a business under the EUR 800,000 turnover allowance until 2028). Needs the customer's country. Default: the profile's. One of: ,factur-x,xrechnung,none.
`payment_terms_days`	integer	Each invoice falls due this long after its date. Default: the profile's payment terms. 0 to 365.
`every`	integer	Default 1. 1 to 52.
`unit`	string	One of: week,month,year.
`start`	string	The first invoice's date, today or later. Monthly and yearly invoices keep to its day of the month. Matches ^\d{4}-\d{2}-\d{2}$.
`end_date`	string	No invoice after this date. "" for none. Matches ^(\d{4}-\d{2}-\d{2})?$.
`times`	integer	How many invoices in all. 1 to 1,000.
`status`	string	One of: active,paused.
`action`	string	Default draft. One of: draft,send.

The call

Over MCP, call invoices_save_repeating on https://api.conecto.chat/mcp/invoices. Over REST:

Terminal

curl -X POST https://api.conecto.chat/v1/tools/invoices_save_repeating \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"Hotel service contract","customer":{"name":"Strandhotel Övelgönne","email":"buchhaltung@strandhotel.example"},"items":[{"description":"Kitchen service contract, [Month] [Year]","unit_price":"350","tax_rate":19}],"every":1,"unit":"month","start":"2026-11-01","times":12,"action":"send"}'

When it refuses

A refused call costs nothing and says what to do next.

Code	When	What to do
`invalid_input`400	A line, amount, date, currency, country, email or link is not valid, or the total comes out negative or too large.	Fix what the message names: amounts like 19.99, dates like 2026-11-20, currencies like EUR.
`not_found`404	The customer's contact_id or company_id is not in the business's CRM.	Find the record with crm_search, or give a name and email instead.
`invalid_input`400	A new one lacks customer, items, unit or start; start is in the past; or end_date is before start.	Give what the message names, with dates like 2026-11-01 from today on.
`not_found`404	No repeating invoice has that repeating_id.	List them with invoices_list_repeating.
`limit_reached`409	The account has 200 repeating invoices that have not ended.	Stop one with invoices_delete_repeating.

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Repeat an invoice

An example

Use it when

What it does

What comes back

Inputs

The call

When it refuses

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