Metadata on Customers, Contracts, and Invoices
September 14th, 2026
V4 now supports metadata on customers, contracts, and invoices:
- Customer, contract, and invoice responses include
metadata, a flat map keyed by each definition's
permanent key.GET /metadata-definitionslists the available definitions, types, assignments, and status. GET,PUT, andPATCH /{customers|contracts|invoices}/{id}/metadataretrieve or update one record.
Metadata-onlyPUTreplaces all active values;PATCHchanges only the keys supplied.POST /{customers|contracts|invoices}/metadata/bulkpatches up to 1,000 records atomically.- Existing customer, contract, and invoice
PUTendpoints accept optionalmetadatawith patch semantics.
Omittingmetadata, or omitting individual keys within it, preserves existing values.
Send null, empty, or whitespace-only values to clear a named key. Invalid definitions or values reject the
entire operation without partial writes.
Applies to V4 only.
