Create recurring profile
create_recurringCreate a recurring invoice profile (factura recurrente / suscripción): a saved template that generates invoices on a schedule for a customer. It is created as a DRAFT (borrador, is_active=false): nothing is issued or sent. To start the series, ask the user to confirm the first date and the frequency, then call update_recurring with is_active=true; from then on every invoice is finalized (Veri*factu) and emailed to the customer automatically. Returns the new profile's id, name, frequency and next invoice date.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | ||
| items | Yes | ||
| notes | No | ||
| end_date | No | YYYY-MM-DD, optional | |
| tax_rate | No | ||
| auto_send | No | Email the customer automatically when generated (only once the series is active) | |
| frequency | Yes | ||
| is_active | No | Leave false (draft) unless the user has already confirmed the start; see update_recurring | |
| start_date | Yes | YYYY-MM-DD, first/next invoice date | |
| customer_id | Yes | ||
| description | No | Referencia printed on every generated invoice and in the customer email (order, contract, domain). Max 200. | |
| payment_days | No | ||
| auto_finalize | No | Auto-finalize (Veri*factu) on generation, vs. leaving a DRAFT to review | |
| product_group | No | Product group copied to every generated invoice; must be one of get_product_groups. | |
| retention_rate | No |