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API reference/Client billing

Change monthly invoice settings

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Turns automatic monthly invoices off, to drafts, or to made-and-sent (emailed to each client), and sets the day (1–28) and days to pay. Only the fields you send change.

PATCH/api/v1/monthly-invoices

Authentication

An API key as Authorization: Bearer or x-api-key. It needs the invoices:write scope — write, send, mark paid and void client invoices; run monthly invoices; start and stop card autopay.

invoices:writeChanges the draft or a recordIdempotency-Key optionalMCP tool: update_monthly_invoices

Parameters

Named placeholders go in the path; the rest in a JSON body.

modestringBody · optional
One of: off, draft, send
dayintegerBody · optional
1 to 28
due_daysintegerBody · optional
0 to 90

Response

200 with JSON on success (schema on the right). Errors use the standard envelope; a retry with the same Idempotency-Key gets the first answer back (how retries work).

curl
curl -X PATCH 'https://websites.workflowcorp.com/api/v1/monthly-invoices' \
  -H "Authorization: Bearer $WEBSITEBUDDY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"mode":"send","day":1,"due_days":14}'
Example arguments
{
  "mode": "send",
  "day": 1,
  "due_days": 14
}
Response schema
{
  "type": "object",
  "properties": {
    "mode": {
      "type": "string",
      "enum": [
        "off",
        "draft",
        "send"
      ],
      "description": "off = none · draft = made as drafts to check and send · send = made, sent and emailed to the client."
    },
    "day": {
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991,
      "description": "Day of the month (1–28, the account's time zone) the run makes them."
    },
    "due_days": {
      "type": "integer",
      "minimum": -9007199254740991,
      "maximum": 9007199254740991,
      "description": "Days the client has to pay."
    },
    "card_payments": {
      "type": "boolean",
      "description": "The account takes cards (Stripe connected): sent invoices get a pay link and autopay can start."
    },
    "period": {
      "type": "string",
      "description": "This month, YYYY-MM."
    },
    "sites": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "site_id": {
            "type": "string"
          },
          "site_name": {
            "type": "string"
          },
          "client_name": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ]
          },
          "amount_cents": {
            "type": "integer",
            "minimum": -9007199254740991,
            "maximum": 9007199254740991
          },
          "state": {
            "type": "string",
            "enum": [
              "will-invoice",
              "has-invoice",
              "no-client",
              "no-price",
              "excluded"
            ],
            "description": "will-invoice = the next run makes one · has-invoice = this month has one · no-client / no-price / excluded (left out on the site page) = skipped."
          },
          "invoice_id": {
            "anyOf": [
              {
                "type": "string"
              },
              {
                "type": "null"
              }
            ]
          },
          "autopay": {
            "anyOf": [
              {
                "type": "string",
                "enum": [
                  "pending",
                  "active",
                  "past_due",
                  "canceled"
                ]
              },
              {
                "type": "null"
              }
            ]
          },
          "is_sample": {
            "type": "boolean"
          }
        },
        "required": [
          "site_id",
          "site_name",
          "client_name",
          "amount_cents",
          "state",
          "invoice_id",
          "autopay",
          "is_sample"
        ],
        "additionalProperties": false
      },
      "description": "Every live site and what this month's run does with it."
    }
  },
  "required": [
    "mode",
    "day",
    "due_days",
    "card_payments",
    "period",
    "sites"
  ],
  "additionalProperties": false
}