API Docs / Schemas / UpdateBillableServiceRequest

UpdateBillableServiceRequest

Request DTO for updating an existing billable service

Properties

Name Type Description
name*string

The name of the service

The name of the service

descriptionstring

The description of the service

The description of the service

clientTypesarray of enum

The types of clients this service is applicable to.
An empty list means the service is applicable to all client types.

PrivateLimitedCompany PublicLimitedCompany LimitedLiabilityPartnership Partnership Individual Trust Charity SoleTrader Association

The types of clients this service is applicable to.
An empty list means the service is applicable to all client types.

PrivateLimitedCompany PublicLimitedCompany LimitedLiabilityPartnership Partnership Individual Trust Charity SoleTrader Association

agentAuthorisationsarray of enum

The HMRC agent authorisation types relevant to this service

SelfAssessment CorporationTax PayeForEmployers IndividualPayAsYouEarn VAT ConstructionIndustryScheme TaxCredits HighIncomeChildBenefitCharge MakingTaxDigitalIncomeTax MakingTaxDigitalVat Trusts

The HMRC agent authorisation types relevant to this service

SelfAssessment CorporationTax PayeForEmployers IndividualPayAsYouEarn VAT ConstructionIndustryScheme TaxCredits HighIncomeChildBenefitCharge MakingTaxDigitalIncomeTax MakingTaxDigitalVat Trusts

isArchivedboolean

Indicates whether this service is archived (inactive)

Indicates whether this service is archived (inactive)

accountingCodestring

The accounting code for this service (max 20 characters)

The accounting code for this service (max 20 characters)

defaultManagedByUserCodestring

The code of the user who is the default manager for this service

The code of the user who is the default manager for this service

serviceScheduleContentCodestring

The code of the content block to use for service schedule

The code of the content block to use for service schedule

proposalContentCodestring

The code of the content block to use for proposals

The code of the content block to use for proposals

categoryCode*string

The code of the category for this service

The code of the category for this service

vatRateenum

Standard Reduced Zero Exempt OutOfScope

Standard Reduced Zero Exempt OutOfScope

pricingModeenum

RevenueRange CustomTiers

RevenueRange CustomTiers

pricingTiersarray of BillableServicePricingTierDto

Custom pricing tiers. Required when PricingMode = CustomTiers.

Custom pricing tiers. Required when PricingMode = CustomTiers.

showKanbanBoardboolean

Whether this service should appear on the Boards kanban view

Whether this service should appear on the Boards kanban view

stagesarray of BillableServiceStageDto

User-defined workflow stages for this service

User-defined workflow stages for this service

pricingarray of BillableServicePricingOptionDto

The pricing options for this service

The pricing options for this service

pricingFactorsarray of PricingFactorDto

The pricing factors that can affect the service pricing calculations

The pricing factors that can affect the service pricing calculations

pcrItemCodesarray of string

The codes of professional clearance request items for this service

The codes of professional clearance request items for this service

invoiceLineDescriptionTemplatestring

Smart name token template for invoice line descriptions (e.g. "{{ ServiceName }} - {{ Month }} {{ Year }}")

Smart name token template for invoice line descriptions (e.g. "{{ ServiceName }} - {{ Month }} {{ Year }}")

setupFeenumber

Optional one-off setup fee charged when the service is first billed for a client.
Null means no setup fee.

Optional one-off setup fee charged when the service is first billed for a client.
Null means no setup fee.

pricingBasisenum

Fixed PerHour PerDay PerUnit

Fixed PerHour PerDay PerUnit

unitNamestring

The unit label for PerUnit pricing (e.g. "employee", "timesheet").
Required when PricingBasis is PerUnit, must be blank otherwise.

The unit label for PerUnit pricing (e.g. "employee", "timesheet").
Required when PricingBasis is PerUnit, must be blank otherwise.

quantityVariesPerPeriodboolean

Whether the billed quantity is expected to change from period to period. When true (default),
generated billing lines for non-Fixed services are always created Pending so the quantity can be
confirmed before invoicing, regardless of the approval settings. Used as the default when
assigning the service to a client. Ignored when PricingBasis is Fixed.

Whether the billed quantity is expected to change from period to period. When true (default),
generated billing lines for non-Fixed services are always created Pending so the quantity can be
confirmed before invoicing, regardless of the approval settings. Used as the default when
assigning the service to a client. Ignored when PricingBasis is Fixed.

defaultUnitQuantitynumber

The typical quantity per billing period, used as the default when assigning the service to a
client. Null means the volume is unknown. Ignored when PricingBasis is Fixed.

The typical quantity per billing period, used as the default when assigning the service to a
client. Null means the volume is unknown. Ignored when PricingBasis is Fixed.

JSON Example

{
  "name": "string",
  "description": "string",
  "clientTypes": [
    "PrivateLimitedCompany"
  ],
  "agentAuthorisations": [
    "SelfAssessment"
  ],
  "isArchived": false,
  "categoryCode": "string"
}

Used By Operations