How to Handle Attachments in Invoice, Bill and Credit Memo

Unified.to facilitates the management of attachments such as invoices, receipts, and contracts across various platforms by providing a standardized approach using the Storage File endpoint. Users can determine if an integration supports attachments by checking the Integration Page in the Unified.to dashboard or programmatically via the /storage endpoint. While some integrations like Sage allow listing all attachments globally, most do not. To fetch attachments for specific entities such as invoices or bills, users can utilize the GET /storage endpoint with the appropriate parent_id. Metadata for individual attachments can be retrieved using either GET /storage/:id or by filtering with GET /storage. Attachments can be downloaded through a secure, time-limited download_url provided in the response. To upload attachments, the POST /storage-file endpoint is used with essential fields like name, data, and parent_id, automatically associating the file with its parent entity. Unified.to encourages users to contact support for questions or feature requests, aiming to expand integration capabilities.