API Docs / Schemas / CreateClientBillableServiceRequest

CreateClientBillableServiceRequest

Request DTO for creating a new client billable service assignment

Properties

Name Type Description
billableServiceCode*string

The code of the billable service to assign to this client

The code of the billable service to assign to this client

billingFrequency*enum

OneOff Annual Quarterly Monthly Weekly

OneOff Annual Quarterly Monthly Weekly

pricenumber

The base price for this client's service (before any adjustment).
The final price is: Price + (Price * PriceAdjustmentPercentage / 100) + PriceAdjustmentFixedAmount.
Required when OverridePricing = true; ignored when OverridePricing = false (price comes from BillableService).
Negative values are allowed (e.g. discounts / credit lines on a proposal).

The base price for this client's service (before any adjustment).
The final price is: Price + (Price * PriceAdjustmentPercentage / 100) + PriceAdjustmentFixedAmount.
Required when OverridePricing = true; ignored when OverridePricing = false (price comes from BillableService).
Negative values are allowed (e.g. discounts / credit lines on a proposal).

overridePricingboolean

Indicates whether to use a custom Price value instead of BillableService pricing
If true: Must provide Price value
If false: Price is loaded from BillableService, and the client-level adjustment is applied

Indicates whether to use a custom Price value instead of BillableService pricing
If true: Must provide Price value
If false: Price is loaded from BillableService, and the client-level adjustment is applied

priceAdjustmentPercentagenumber

Percentage contribution from selected Percentage-mode pricing factors (positive or negative). Use -10 for 10% discount, 20 for 20% markup. Defaults to 0.

Percentage contribution from selected Percentage-mode pricing factors (positive or negative). Use -10 for 10% discount, 20 for 20% markup. Defaults to 0.

priceAdjustmentFixedAmountnumber

Absolute currency contribution from selected FixedAmount-mode pricing factors (positive or negative). Defaults to 0.

Absolute currency contribution from selected FixedAmount-mode pricing factors (positive or negative). Defaults to 0.

startDate*string

The start date for this service

The start date for this service

endDatestring

The end date for this service (optional - null means ongoing)

The end date for this service (optional - null means ongoing)

statusenum

Active Inactive Paused Proposed

Active Inactive Paused Proposed

managedByUserCodestring

The code of the user managing this service

The code of the user managing this service

pricingAnswersobject

The pricing factor answers that determined the final price
Key: Question, Value: Answer

The pricing factor answers that determined the final price
Key: Question, Value: Answer

pricingTierCodestring

The code of the custom pricing tier to apply. Required when the BillableService uses CustomTiers and OverridePricing = false.

The code of the custom pricing tier to apply. Required when the BillableService uses CustomTiers and OverridePricing = false.

stageCodestring

The code of the current workflow stage to set on this service (optional)

The code of the current workflow stage to set on this service (optional)

servicePackageCodestring

The code of the service package this service was created from, if any.
Links the service to its originating package for display and pricing purposes.

The code of the service package this service was created from, if any.
Links the service to its originating package for display and pricing purposes.

setupFeenumber

The one-off setup fee for this client's service. Null means no setup fee.
When OverrideSetupFee = false, pass the BillableService.SetupFee default (or null).
When OverrideSetupFee = true, pass the custom fee (null/0 removes the fee for this client).

The one-off setup fee for this client's service. Null means no setup fee.
When OverrideSetupFee = false, pass the BillableService.SetupFee default (or null).
When OverrideSetupFee = true, pass the custom fee (null/0 removes the fee for this client).

overrideSetupFeeboolean

Indicates whether to use a custom SetupFee value instead of the BillableService default

Indicates whether to use a custom SetupFee value instead of the BillableService default

autoInvoiceboolean

Whether this service is on the billing schedule. On: occurrences are generated from the start
date, frequency and end date, and due ones become billing lines nightly. Off: the service is
billed outside Sodium.

Whether this service is on the billing schedule. On: occurrences are generated from the start
date, frequency and end date, and due ones become billing lines nightly. Off: the service is
billed outside Sodium.

setupFeeBillingMomentenum

OnAcceptance WithFirstInvoice

OnAcceptance WithFirstInvoice

unitQuantitynumber

The expected quantity per billing period for services with a non-Fixed pricing basis
(e.g. 12 employees). Null means the volume is unknown. Ignored for Fixed services.

The expected quantity per billing period for services with a non-Fixed pricing basis
(e.g. 12 employees). Null means the volume is unknown. Ignored for Fixed services.

quantityVariesPerPeriodboolean

Whether the billed quantity is expected to change from period to period. When true (default),
generated billing lines for this service are always created Pending so the quantity can be
confirmed before invoicing, regardless of the approval settings. Seeded from the
BillableService default at assignment. Ignored for Fixed services.

Whether the billed quantity is expected to change from period to period. When true (default),
generated billing lines for this service are always created Pending so the quantity can be
confirmed before invoicing, regardless of the approval settings. Seeded from the
BillableService default at assignment. Ignored for Fixed services.

JSON Example

{
  "billableServiceCode": "string",
  "billingFrequency": "OneOff",
  "price": 0,
  "overridePricing": false,
  "priceAdjustmentPercentage": 0,
  "startDate": "2024-01-01T00:00:00Z"
}

Used By Operations