Skip to main content
POST
/
finance
/
revenue
Create revenue record
curl --request POST \
  --url https://ai.wisepilot.app/api/v1/finance/revenue \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "entity_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "client_name": "<string>",
  "type": "recurring",
  "amount_cents": 123,
  "website_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
  "currency": "USD",
  "billing_frequency": "monthly",
  "status": "active",
  "next_invoice_date": "2023-12-25",
  "renewal_date": "2023-12-25",
  "payment_terms": "<string>",
  "started_at": "2023-11-07T05:31:56Z",
  "notes": "<string>",
  "product_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a"
}
'
{
  "success": true,
  "data": {
    "id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "entity_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "website_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "client_name": "<string>",
    "type": "recurring",
    "amount_cents": 123,
    "currency": "USD",
    "billing_frequency": "monthly",
    "next_invoice_date": "2023-12-25",
    "last_invoiced_at": "2023-11-07T05:31:56Z",
    "status": "active",
    "renewal_date": "2023-12-25",
    "payment_terms": "<string>",
    "started_at": "2023-11-07T05:31:56Z",
    "ended_at": "2023-11-07T05:31:56Z",
    "notes": "<string>",
    "product_line_id": "3c90c3cc-0d44-4b50-8888-8dd25736052a",
    "created_at": "2023-11-07T05:31:56Z",
    "updated_at": "2023-11-07T05:31:56Z"
  }
}

Authorizations

​
Authorization
string
header
required

API key prefixed with cr_ (e.g. cr_a1b2c3...)

Body

application/json
​
entity_id
string<uuid>
required
​
client_name
string
required
​
type
enum<string>
required
Available options:
recurring,
project,
one_time
​
amount_cents
integer
required
​
website_id
string<uuid>
​
currency
string
default:USD
​
billing_frequency
enum<string>
Available options:
monthly,
quarterly,
semi_annual,
annual
​
status
enum<string>
default:active
Available options:
active,
paused,
churned,
completed
​
next_invoice_date
string<date>
​
renewal_date
string<date>
​
payment_terms
string
​
started_at
string<date-time>
​
notes
string
​
product_line_id
string<uuid>

Response

Created revenue record

​
success
boolean
required
​
data
object