Bills and recurring billing

List invoices, download PDFs, create adhoc bills, look up Xero ledger data, and read recurring schedules.

Bills are OnboardMe invoices. Recurring billing is the schedule that generates those invoices over time.

List and get

GET /api/v1/bills/list filters by bill date range (startDate / endDate).

GET /api/v1/bills/{billingId} includes ledger fields when Xero is connected: externalId, externalNumber, externalUrl.

GET /api/v1/bills/{billingId}/pdf downloads the OnboardMe invoice PDF.

Create an adhoc bill

POST /api/v1/bills creates a bill for an Active client only. Write access required. It does not itself push to Xero.

When Xero is connected, look up GET /api/v1/bills/ledger/status|accounts|tax-rates|branding-themes first. Proposal-linked invoices belong on POST /api/v1/proposals, not this route.

Recurring billing

GET /api/v1/recurring-billing/list, GET /api/v1/recurring-billing/{recurringBillingId}, and GET .../runs.

Ledger invoice numbers appear on generated bills, not on the schedule row itself.