> ## Documentation Index > Fetch the complete documentation index at: https://docs.dolfinai.co/llms.txt > Use this file to discover all available pages before exploring further. # Edit recurring invoice schedule > Edit a schedule's template. Changes only affect future occurrences — already-generated invoices are untouched (edit a Draft occurrence via PATCH /invoices/{id}). Memo, AutoSend, TotalOccurrences, and LineItems are always editable; StartDate and Cadence only before the first invoice is generated. CustomerId and Currency are immutable — a different counterparty or currency is a new schedule. ## OpenAPI ````yaml patch /recurring-invoices/{id} openapi: 3.1.1 info: title: Dolfin API description: >- Dolfin API for AR & AP. Authenticate using the `x-dolfin-api-key` header with the API key distributed to your organisation. version: v1 servers: - url: https://api.dolfinai.co description: Production security: - {} tags: - name: Webhooks - name: Users - name: TaxRates - name: Suppliers - name: Supplier Credit Notes - name: Bills - name: SpendCategories - name: Payables - name: RecurringInvoices - name: Receivables - name: Purchase Orders - name: Products - name: Payments - name: Invoices - name: Organisations - name: Members - name: MCP - name: Matching - name: Invoice Reminders - name: Industries - name: Gmail - name: Delivery Notes - name: Customers - name: Currencies - name: Credit Notes - name: Clients - name: ClientInvites - name: BankPayments - name: Bank details - name: Auth - name: ApprovalPolicies - name: ApiKeys - name: Agent paths: /recurring-invoices/{id}: patch: tags: - RecurringInvoices summary: Edit recurring invoice schedule description: >- Edit a schedule's template. Changes only affect future occurrences — already-generated invoices are untouched (edit a Draft occurrence via PATCH /invoices/{id}). Memo, AutoSend, TotalOccurrences, and LineItems are always editable; StartDate and Cadence only before the first invoice is generated. CustomerId and Currency are immutable — a different counterparty or currency is a new schedule. parameters: - name: id in: path required: true schema: type: string format: uuid requestBody: content: application/json: schema: $ref: '#/components/schemas/PatchRecurringInvoiceScheduleRequest' required: true responses: '200': description: OK content: application/json: schema: $ref: '#/components/schemas/RecurringInvoiceScheduleResponse' '400': description: >- RecurringInvoice.InvalidTotalOccurrences — total occurrences must be at least 1 RecurringInvoice.MissingStartDate — start date is required RecurringInvoice.InvalidCadence — cadence must be Weekly, Monthly, Quarterly, or Annually RecurringInvoice.MissingLineItems — at least one line item is required content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' '403': description: >- Organisation.InsufficientRole — caller's organisation role is below the level this action requires content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' '404': description: >- RecurringInvoice.NotFound — schedule does not exist or belongs to a different organisation Organisation.NotFound — the organisation does not exist or could not be resolved Product.NotFound — a referenced product does not exist or belongs to a different organisation TaxRate.NotFound — a referenced tax rate does not exist or belongs to a different organisation content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' '409': description: >- RecurringInvoice.Terminal — schedule is already Completed or Cancelled RecurringInvoice.AnchorLocked — StartDate/Cadence cannot change after the first invoice is generated RecurringInvoice.TotalOccurrencesBelowGenerated — total occurrences cannot be below the number already generated content: application/problem+json: schema: $ref: '#/components/schemas/ProblemDetails' components: schemas: PatchRecurringInvoiceScheduleRequest: type: object properties: memo: type: - 'null' - string autoSend: type: - 'null' - boolean totalOccurrences: pattern: ^-?(?:0|[1-9]\d*)$ type: - 'null' - integer - string description: >- Must be at least the number of occurrences already generated. Setting it equal completes the schedule. format: int32 startDate: type: - 'null' - string description: Only editable before the first invoice is generated. format: date-time cadence: oneOf: - type: 'null' - $ref: '#/components/schemas/RecurrenceCadence' description: Only editable before the first invoice is generated. lineItems: type: - 'null' - array items: $ref: '#/components/schemas/RecurringInvoiceLineItemRequest' description: >- Full replacement of the line-item templates. Affects future occurrences only. RecurringInvoiceScheduleResponse: required: - currency type: object properties: id: type: string format: uuid organisationId: type: string format: uuid customerId: type: string format: uuid currency: type: string description: ISO 4217 currency code (e.g. GBP, USD, EUR) memo: type: - 'null' - string startDate: type: string format: date-time cadence: $ref: '#/components/schemas/RecurrenceCadence' totalOccurrences: pattern: ^-?(?:0|[1-9]\d*)$ type: - 'null' - integer - string format: int32 occurrencesGenerated: pattern: ^-?(?:0|[1-9]\d*)$ type: - integer - string format: int32 nextRunAt: type: - 'null' - string description: >- When the next invoice will be generated. Null on Paused, Completed, and Cancelled schedules. format: date-time autoSend: type: boolean status: $ref: '#/components/schemas/RecurringScheduleStatus' lastGeneratedAt: type: - 'null' - string format: date-time createdAt: type: string format: date-time createdBy: type: - 'null' - string format: uuid updatedAt: type: string format: date-time updatedBy: type: - 'null' - string format: uuid customer: oneOf: - type: 'null' - $ref: '#/components/schemas/CustomerResponse' lineItems: type: array items: $ref: '#/components/schemas/RecurringInvoiceLineItemResponse' ProblemDetails: type: object properties: type: type: - 'null' - string title: type: - 'null' - string status: pattern: ^-?(?:0|[1-9]\d*)$ type: - 'null' - integer - string format: int32 detail: type: - 'null' - string instance: type: - 'null' - string RecurrenceCadence: enum: - Weekly - Monthly - Quarterly - Annually RecurringInvoiceLineItemRequest: type: object properties: productId: type: string format: uuid quantity: pattern: ^-?(?:0|[1-9]\d*)(?:\.\d+)?$ type: - number - string format: double taxRateId: type: - 'null' - string format: uuid unitPriceOverride: pattern: ^-?(?:0|[1-9]\d*)(?:\.\d+)?$ type: - 'null' - number - string description: >- Fixed unit price billed on every occurrence — immune to product price changes. Omit to bill the product's then-current price. format: double RecurringScheduleStatus: enum: - Active - Paused - Completed - Cancelled CustomerResponse: required: - name type: object properties: id: type: string format: uuid organisationId: type: string format: uuid name: type: string email: type: - 'null' - string phone: type: - 'null' - string taxNumber: type: - 'null' - string addressLine1: type: - 'null' - string addressLine2: type: - 'null' - string city: type: - 'null' - string state: type: - 'null' - string postalCode: type: - 'null' - string country: type: - 'null' - string description: ISO 3166-1 alpha-2 country code (e.g. GB, US, DE) createdAt: type: string format: date-time createdBy: type: - 'null' - string format: uuid updatedAt: type: string format: date-time updatedBy: type: - 'null' - string format: uuid RecurringInvoiceLineItemResponse: type: object properties: id: type: string format: uuid productId: type: string format: uuid productName: type: - 'null' - string quantity: pattern: ^-?(?:0|[1-9]\d*)(?:\.\d+)?$ type: - number - string format: double taxRateId: type: - 'null' - string format: uuid unitPriceOverride: pattern: ^-?(?:0|[1-9]\d*)(?:\.\d+)?$ type: - 'null' - number - string description: >- Fixed unit price billed on every occurrence. Null means the product's then-current price is billed. format: double ````