API Docs / Schemas / ClientBillingSettingsDto

ClientBillingSettingsDto

Tenant-level settings for recurring client billing and invoicing defaults

Properties

Name Type Description
clientBillingEnabledboolean

Whether recurring client billing features are enabled for this tenant

Whether recurring client billing features are enabled for this tenant

defaultInvoiceDayOfMonthinteger

Default day of month (1-28) for automatic invoicing on new clients

Default day of month (1-28) for automatic invoicing on new clients

defaultInvoicePaymentTermDaysinteger

Default payment terms in days for generated invoices on new clients

Default payment terms in days for generated invoices on new clients

defaultLineItemApprovalRequiredboolean

Default for whether generated line items require manual approval before invoicing on new clients

Default for whether generated line items require manual approval before invoicing on new clients

defaultAccountingCodestring

Default accounting/nominal code for new billable services and manual line items

Default accounting/nominal code for new billable services and manual line items

syncClientDetailsToAccountingConnectionboolean

Whether client detail changes are pushed to the tenant's connected accounting platform

Whether client detail changes are pushed to the tenant's connected accounting platform

JSON Example

{
  "clientBillingEnabled": false,
  "defaultInvoiceDayOfMonth": 0,
  "defaultInvoicePaymentTermDays": 0,
  "defaultLineItemApprovalRequired": false,
  "defaultAccountingCode": "string"
}

Used By Operations