Typeless Documents

Manage typeless documents in Moneybird.

Working with Typeless Documents

Typeless documents are documents of which the type is not yet known. For example, a document uploaded via email or via the bulk uploader. It is not possible to update a typeless document, except for adding attachments. You will need to set its type first.

Basic Operations

Get a Typeless Document

Retrieve a typeless document by its ID.

$typelessDocument = $client->typelessDocuments()->get('123456789');

List Typeless Documents

Get a paginated list of typeless documents.

$typelessDocuments = $client->typelessDocuments()->paginate();

// Iterate through the pages
foreach ($typelessDocuments as $typelessDocument) {
    echo $typelessDocument->reference . ': ' . $typelessDocument->date;
}

Get All Typeless Documents

Get all typeless documents without pagination.

$allTypelessDocuments = $client->typelessDocuments()->all();

Create a Typeless Document

Create a new typeless document.

$data = [
    'reference' => '20230001',
    'date' => '2023-01-15',
];

$typelessDocument = $client->typelessDocuments()->create($data);

Delete a Typeless Document

Delete a typeless document.

$client->typelessDocuments()->delete('123456789');

Synchronization

Get IDs for Synchronization

Get a list of typeless document IDs and versions for synchronization.

$idVersions = $client->typelessDocuments()->synchronization();

Synchronize Typeless Documents

Fetch typeless documents with given IDs.

$ids = ['123456789', '987654321'];
$typelessDocuments = $client->typelessDocuments()->synchronize($ids);

Working with Attachments

Add Attachment to Typeless Document

Add an attachment to a typeless document.

$attachmentData = [
    'file' => base64_encode(file_get_contents('/path/to/file.pdf')),
    'filename' => 'file.pdf',
];

$result = $client->typelessDocuments()->createAttachment('123456789', $attachmentData);

Delete Attachment

Delete an attachment from a typeless document.

$client->typelessDocuments()->deleteAttachment('123456789', 'attachment_id');

Typeless Document Properties

When working with typeless documents, you’ll have access to the following properties:

Property	Type	Description
id	string	Unique identifier
administration_id	string	ID of the administration the document belongs to
contact_id	string	ID of the contact associated with the document (optional)
reference	string	Reference number or code for the document
date	string	Date of the document (YYYY-MM-DD)
due_date	string	Due date of the document (YYYY-MM-DD) if applicable
entry_number	string	Entry number of the document
state	string	Current state of the document (e.g., “new”)
currency	string	Currency code (e.g., “EUR”)
exchange_rate	string	Exchange rate if not using the default currency
prices_are_incl_tax	string	Whether prices include tax
origin	string	Origin of the document
paid_at	string	Date when the document was paid (if applicable)
total_price_excl_tax	string	Total price excluding tax
total_price_incl_tax	string	Total price including tax
details	array	Line item details
payments	array	Payment information
notes	array	Notes associated with the document
attachments	array	Attachments associated with the document
events	array	Events related to the document
created_at	string	ISO 8601 timestamp of when the document was created
updated_at	string	ISO 8601 timestamp of when the document was last updated

Note: See the official API reference for the complete list of available properties.