API Docs / Schemas / UpdateClientBillingSettingsRequest

UpdateClientBillingSettingsRequest

Request to update client billing settings for the tenant

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. Null means no default.

Default day of month (1-28) for automatic invoicing on new clients. Null means no default.

defaultInvoicePaymentTermDaysinteger

Default payment terms in days for generated invoices on new clients (e.g. 30)

Default payment terms in days for generated invoices on new clients (e.g. 30)

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 (name, email, phone, billing address) are pushed to the
tenant's connected accounting platform. Sodium remains the master record.

Whether client detail changes (name, email, phone, billing address) are pushed to the
tenant's connected accounting platform. Sodium remains the master record.

JSON Example

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

Used By Operations