AOP API/Recurring Templates

Create Recurring Template

POST/finance/recurring

JWT bearer

Create a recurring template.

Endpoint

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

Request body

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 parameters

Field	Type
success	value
id	value

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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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 }"
}