Pennylane
API integration

list_all_pennylane_external_webhook_subscriptions

List all pennylane webhook subscriptions for the authenticated token. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. The secret is not included in list responses.

create_a_pennylane_external_webhook_subscription

Create a pennylane webhook subscription to receive real-time event notifications. Returns: id, callback_url, events, enabled, secret, created_at, updated_at. The secret is auto-generated and only returned once on creation — store it securely. Required: callback_url, events. Up to 10 subscriptions allowed per subscriber.

get_single_pennylane_external_webhook_subscription_by_id

Get a single pennylane webhook subscription by id. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. The secret is not included in the response. Required: id.

update_a_pennylane_external_webhook_subscription_by_id

Update a pennylane webhook subscription by id. Returns: id, callback_url, events, enabled, disabled_at, disabled_reason, last_failure_status, last_failure_at, consecutive_failures, created_at, updated_at. Required: id.

delete_a_pennylane_external_webhook_subscription_by_id

Delete a pennylane webhook subscription by id. Returns an empty 204 response on success. Required: id.

list_all_pennylane_external_journals

List journals in pennylane ordered by descending IDs (new default behavior). Returns: id, code, label, type per journal item. Supports filtering by type and sorting by id.

create_a_pennylane_external_journal

Create a new journal in pennylane. Returns: id, code, label, type of the created journal. Required: code, label.

get_single_pennylane_external_journal_by_id

Retrieve a single pennylane journal by id. Returns: id, code, label, type. Required: id.

list_all_pennylane_external_ledger_accounts

List pennylane ledger accounts. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Supports filtering by id, number, and enabled, and sorting by id.

create_a_pennylane_external_ledger_account

Create a new pennylane ledger account. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: number, label. If number starts with 401 or 411, a corresponding supplier or customer is also created.

get_single_pennylane_external_ledger_account_by_id

Get a single pennylane ledger account by id. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: id.

update_a_pennylane_external_ledger_account_by_id

Update an existing pennylane ledger account by id. Returns: id, number, label, vat_rate, country_alpha2, enabled, type, letterable, created_at, updated_at. Required: id.

create_a_pennylane_external_ledger_attachment

Upload a file to attach to a pennylane ledger entry (DEPRECATED — use the File Attachments endpoint instead). Returns: id, url, filename. Required: file. Allowed types: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf. Max file size is 100MB.

list_all_pennylane_ledger_entrie_ledger_entry_lines

List ledger entry lines for a Pennylane ledger entry. Returns: id, debit, credit, label, ledger_account_id, ledger_account. Required: ledger_entry_id.

list_all_pennylane_external_ledger_entry_lines

List pennylane ledger entry lines. Returns: id, debit, credit, label, date, ledger_account, journal, ledger_entry, categories, lettered_ledger_entry_lines, created_at, updated_at. Supports filtering by id, journal_id, ledger_account_id, or date, and sorting by id or date.

get_single_pennylane_external_ledger_entry_line_by_id

Get a single pennylane ledger entry line by id. Returns: id, debit, credit, label, date, ledger_account, journal, ledger_entry, categories, lettered_ledger_entry_lines, created_at, updated_at. Required: id.

create_a_pennylane_ledger_entry_lines_lettering

Letter ledger entry lines together in Pennylane. Returns an array of all entry lines in the resulting lettering, each containing: id. If a passed line is already lettered, its existing associated lines are merged into the new lettering. Required: unbalanced_lettering_strategy, ledger_entry_lines (minimum 2 items).

delete_a_pennylane_ledger_entry_lines_lettering_by_id

Unletter ledger entry lines in Pennylane. Returns an empty 204 response on success. Required: unbalanced_lettering_strategy, ledger_entry_lines (minimum 1 item).

list_all_pennylane_ledger_entry_line_lettered_ledger_entry_lines

List pennylane ledger entry lines that are lettered to a given ledger entry line. Returns: id, debit, credit, label, categories, ledger_account, journal, date, ledger_entry, lettered_ledger_entry_lines, created_at, updated_at. Required: ledger_entry_line_id. Items are sorted by descending id by default; use the sort parameter to customize ordering.

list_all_pennylane_ledger_entry_line_categories

List analytical categories attached to a pennylane ledger entry line. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: ledger_entry_line_id.

update_a_pennylane_ledger_entry_line_category_by_id

Replace all analytical categories on a pennylane ledger entry line; existing categories are fully overwritten with the new set. Sending an empty array removes all categories. Returns: ledger_entry_line containing the line id, label, and updated categories list. Required: ledger_entry_line_id.

create_a_pennylane_customer_invoices_import

Import a customer invoice with an attached file in pennylane. Returns the created invoice object including id, invoice_number, status, amount, currency_amount, date, deadline, paid, draft, and customer. Required: file_attachment_id, date, deadline, customer_id, currency_amount_before_tax, currency_amount, currency_tax, and invoice_lines.

create_a_pennylane_e_invoices_import

Import a customer e-invoice in Pennylane from a Factur-X PDF file. Returns: id, url. Required: file. Optionally supply invoice_options to pre-fill customer and line-level data; each line's e_invoice_line_id must match Factur-X BT-126 (LineID).

create_a_pennylane_customer_invoice_send_to_pa

Send a pennylane customer e-invoice to the Partner Dematerialization Platform (PA). Returns an empty 204 response on success. Required: id.

create_a_pennylane_customer_invoices_create_from_quote

Create a Pennylane customer invoice from an existing quote, inheriting the quote's customer and line data. Returns the created invoice including id, invoice_number, status, amount, currency, date, deadline, paid, draft, customer, external_reference, and created_at. Required: quote_id, draft.

list_all_pennylane_external_billing_subscriptions

List billing subscriptions in pennylane. Returns: id, status, mode, start, finish, next_occurrence, recurring_rule, customer, customer_invoice_data, created_at, updated_at. Supports filtering by id, start, customer_id, or status and sorting by id.

create_a_pennylane_external_billing_subscription

Create a billing subscription in pennylane. Pennylane will generate customer invoices on each recurring occurrence and can optionally send them by email or debit via GoCardless. Returns: id, status, mode, start, finish, next_occurrence, recurring_rule, customer, customer_invoice_data, created_at, updated_at.

get_single_pennylane_external_billing_subscription_by_id

Get a single pennylane billing subscription by id. Returns: id, status, mode, start, finish, next_occurrence, prev_occurrence, recurring_rule, customer, customer_invoice_data, payment_method, created_at, updated_at. Required: id.

update_a_pennylane_external_billing_subscription_by_id

Update a pennylane billing subscription by id. Returns: id, status, mode, start, finish, next_occurrence, prev_occurrence, recurring_rule, customer, customer_invoice_data, payment_method, created_at, updated_at. Required: id.

list_all_pennylane_billing_subscription_invoice_line_sections

List the invoice line sections of a pennylane billing subscription. Returns: id, title, description, rank, created_at, updated_at. Required: billing_subscription_id.

list_all_pennylane_billing_subscription_invoice_lines

List invoice lines for a billing subscription in pennylane. Returns: id, label, quantity, amount, currency_amount, vat_rate, description, product, discount, currency_amount_before_tax, tax, raw_currency_unit_price, section_rank, imputation_dates, created_at, and updated_at. Required: billing_subscription_id.

list_all_pennylane_external_pa_registrations

List all PA (Plateforme Agrée) registrations for the company in Pennylane, including activation status and exchange direction. Returns: id, siret, siren, status, exchange_direction, created_at, updated_at. Records with a null siret represent the SIREN-level (head office); other records represent establishments.

list_all_pennylane_external_products

List Pennylane products. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Supports filtering by id, label, reference, and external_reference, and sorting by id.

create_a_pennylane_external_product

Create a product in Pennylane. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: label, price_before_tax, vat_rate.

get_single_pennylane_external_product_by_id

Get a single Pennylane product by id. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: id.

update_a_pennylane_external_product_by_id

Update a Pennylane product by id. Returns: id, label, description, price_before_tax, vat_rate, price, unit, currency, reference, external_reference, created_at, archived_at, updated_at. Required: id.

create_a_pennylane_external_file_attachment

Upload a file in Pennylane to attach to any resource that accepts a file_attachment_id. Returns: id, url, filename, created_at, updated_at. Required: file. Accepted formats: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf. Maximum file size is 100MB.

list_all_pennylane_external_customer_invoice_templates

List customer invoice templates in pennylane. Returns: id, name, created_at, updated_at. Optionally sort results by id using the sort parameter (prefix with `-` for descending order).

create_a_pennylane_exports_analytical_general_ledger

Create an Analytical General Ledger export in pennylane. Returns: id, status, created_at, updated_at. The generated file is an xlsx; mode defaults to in_line. Required: period_start, period_end.

get_single_pennylane_exports_analytical_general_ledger_by_id

Retrieve a pennylane Analytical General Ledger export by id. Returns: id, file_url, status, created_at, updated_at. The file_url expires 30 minutes after generation. Required: id.

create_a_pennylane_exports_fec

Create a FEC export in Pennylane for a given date range. Returns: id, status, created_at, updated_at. Required: period_start, period_end.

get_single_pennylane_exports_fec_by_id

Retrieve a specific FEC export from Pennylane by id. Returns: id, file_url, status, created_at, updated_at. The file_url expires 30 minutes after generation. Required: id.

create_a_pennylane_exports_general_ledger

Create a General Ledger export in Pennylane as an xlsx file. The export is processed asynchronously; poll the get endpoint until status is ready. Returns: id, status, created_at, updated_at. Required: period_start, period_end.

get_single_pennylane_exports_general_ledger_by_id

Retrieve a specific Pennylane General Ledger export by id. Returns: id, file_url, status, created_at, updated_at. The file_url is a time-limited xlsx download link that expires after 30 minutes and is only present when status is ready. Required: id.

create_a_pennylane_external_company_customer

Create a company customer in Pennylane. Returns: id, name, billing_address, emails, payment_conditions, created_at, updated_at, and external_reference. Required: name, billing_address.

get_single_pennylane_external_company_customer_by_id

Retrieve a Pennylane company customer by id. Returns: id, name, billing_address, emails, payment_conditions, vat_number, created_at, updated_at, and external_reference. Required: id.

update_a_pennylane_external_company_customer_by_id

Update an existing Pennylane company customer by id. Returns: id, name, billing_address, emails, payment_conditions, created_at, updated_at, and external_reference. Required: id.

create_a_pennylane_external_individual_customer

Create an individual customer in Pennylane. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: first_name, last_name, billing_address.

get_single_pennylane_external_individual_customer_by_id

Retrieve an individual customer from Pennylane by id. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: id.

update_a_pennylane_external_individual_customer_by_id

Update an individual customer in Pennylane by id. Returns: id, name, first_name, last_name, emails, billing_address, payment_conditions, external_reference, created_at, updated_at. Required: id.

list_all_pennylane_external_customers

List pennylane customers (both company and individual). Returns: id, name, customer_type, emails, external_reference, billing_address, payment_conditions, created_at, and more per record. Supports filtering on fields such as customer_type, name, external_reference, and reg_no via the filter parameter.

get_single_pennylane_external_customer_by_id

Get a single pennylane customer by id. Returns the full customer object including id, name, customer_type, emails, billing_address, payment_conditions, external_reference, created_at, and more. Required: id.

list_all_pennylane_customer_categories

List categories of a pennylane customer. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_id.

update_a_pennylane_customer_category_by_id

Update the full set of categories for a pennylane customer, replacing all existing category assignments. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_id. The sum of weights for categories within the same group must equal 1.

list_all_pennylane_customer_contacts

List contacts associated with a pennylane customer. Returns: id, first_name, last_name, role, email, telephone_number, mobile_number, created_at, and updated_at for each contact. Required: customer_id.

list_all_pennylane_external_suppliers

List pennylane suppliers with optional filtering and sorting. Returns: id, name, emails, iban, postal_address, supplier_payment_method, external_reference, created_at, updated_at. Max 100 items per page.

create_a_pennylane_external_supplier

Create a new supplier in pennylane. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: name.

get_single_pennylane_external_supplier_by_id

Get a single pennylane supplier by id. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: id.

update_a_pennylane_external_supplier_by_id

Update an existing pennylane supplier by id. Returns: id, name, emails, iban, postal_address, vat_number, ledger_account, supplier_payment_method, external_reference, created_at, updated_at. Required: id.

list_all_pennylane_supplier_categories

List categories assigned to a pennylane supplier. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: supplier_id.

update_a_pennylane_supplier_category_by_id

Update (replace) the category assignments for a pennylane supplier. Returns the updated category list including id, label, weight, category_group, analytical_code, created_at, and updated_at. Required: supplier_id; body is an array of category objects each with id and weight. Weights for categories sharing the same group must sum to 1.

get_single_pennylane_external_by_id

Get the Pennylane user profile and associated company details for the current access token. Returns: user (id, first_name, last_name, email, locale), company (id, name, reg_no), and scopes associated with the token.

list_all_pennylane_customer_invoice_invoice_line_sections

List invoice line sections for a pennylane customer invoice. Returns: id, title, description, rank, created_at, updated_at. Required: customer_invoice_id. Results can be sorted by id (prefix with `-` for descending order; defaults to `-id`).

list_all_pennylane_customer_invoice_invoice_lines

List invoice lines for a pennylane customer invoice. Returns: id, label, quantity, amount, currency_amount, vat_rate, product, discount, tax, raw_currency_unit_price, created_at, updated_at. Required: customer_invoice_id.

list_all_pennylane_customer_invoice_payments

List payments for a pennylane customer invoice. Returns: id, label, currency, currency_amount, status, created_at, and updated_at for each payment record. Required: customer_invoice_id. Returns an empty list if the invoice is in draft status or is a credit note.

list_all_pennylane_customer_invoice_matched_transactions

List matched transactions for a pennylane customer invoice. Returns per-transaction details including id, label, date, amount, currency, outstanding_balance, attachment_required, created_at, updated_at, archived_at, and related journal, bank_account, and categories objects. Required: customer_invoice_id. Returns an empty list if the invoice is archived or in draft state.

create_a_pennylane_customer_invoice_matched_transaction

Match a transaction to a pennylane customer invoice. One transaction is matched per call; invoke multiple times to match several transactions to the same invoice. Returns an empty 204 response on success. Required: customer_invoice_id, transaction_id. Not applicable for draft invoices.

delete_a_pennylane_customer_invoice_matched_transaction_by_id

Unmatch a transaction from a pennylane customer invoice by transaction id. Returns an empty 204 response on success. Required: customer_invoice_id, id. Not applicable for draft invoices.

list_all_pennylane_customer_invoice_appendices

List appendices attached to a pennylane customer invoice. Returns: id, url, filename, created_at, updated_at. Required: customer_invoice_id.

create_a_pennylane_customer_invoice_appendix

Upload a file as an appendix for a pennylane customer invoice. Returns: id, url, filename, created_at, updated_at. Required: customer_invoice_id, file.

update_a_pennylane_customer_invoice_mark_as_paid_by_id

Mark a pennylane customer invoice as paid by id. No automatic reconciliation is performed once the invoice is marked as paid. Returns an empty 204 response on success. Required: id.

create_a_pennylane_customer_invoice_send_by_email

Send a finalized pennylane customer invoice or credit note by email. The invoice's PDF must be generated before calling this endpoint — if the PDF is not yet ready, a 409 is returned and you should retry in a few minutes. Returns an empty 204 response on success. Required: id.

list_all_pennylane_customer_invoice_categories

List categories of a pennylane customer invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_invoice_id. Draft invoices return an empty list.

update_a_pennylane_customer_invoice_category_by_id

Update the categories of a pennylane customer invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: customer_invoice_id. Not applicable for draft invoices; weights within each category group must sum to 1.

update_a_pennylane_customer_invoice_update_imported_by_id

Update an imported Pennylane customer invoice or credit note by id. Not applicable for draft invoices. Returns: id, invoice_number, currency, label, date, deadline, amount, currency_amount, currency_tax. Required: id.

update_a_pennylane_customer_invoice_finalize_by_id

Finalize a draft customer invoice or credit note in Pennylane, converting it into an immutable state that can no longer be edited. Returns the finalized invoice object including id, invoice_number, status, draft, amount, currency, paid, date, deadline, created_at, and updated_at. Required: id.

create_a_pennylane_customer_invoice_link_credit_note

Link a credit note to a customer invoice in Pennylane. Returns the updated invoice object including id, invoice_number, status, amount, currency, paid, draft, customer, created_at, and updated_at. Required: id, credit_note_id.

list_all_pennylane_supplier_invoice_invoice_lines

List invoice lines for a pennylane supplier invoice. Returns: id, label, amount, currency_amount, description, vat_rate, currency_amount_before_tax, currency_tax, tax, imputation_dates, created_at, updated_at. Required: supplier_invoice_id. Results can be sorted by id (prefix with `-` for descending order).

list_all_pennylane_external_supplier_invoices

List supplier invoices in Pennylane. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at per invoice. Supports filtering by id, supplier_id, invoice_number, date, category_id, external_reference, and payment_status, and sorting by id or date.

get_single_pennylane_external_supplier_invoice_by_id

Get a single Pennylane supplier invoice by id. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at. Required: id.

update_a_pennylane_external_supplier_invoice_by_id

Update a Pennylane supplier invoice by id. Returns: id, invoice_number, currency, amount, date, payment_status, accounting_status, reconciled, paid, supplier, ledger_entry, external_reference, created_at, and updated_at. Required: id.

list_all_pennylane_supplier_invoice_categories

List categories of a pennylane supplier invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: supplier_invoice_id.

update_a_pennylane_supplier_invoice_category_by_id

Update (replace) the categories of a pennylane supplier invoice. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Weights within the same category group must sum to 1. Required: supplier_invoice_id.

list_all_pennylane_supplier_invoice_payments

List payments for a pennylane supplier invoice. Returns each payment's id, label, currency, currency_amount, status, created_at, and updated_at. Required: supplier_invoice_id.

update_a_pennylane_supplier_invoice_payment_status_by_id

Update the payment status of a supplier invoice in Pennylane. Returns an empty 204 response on success. Required: supplier_invoice_id, payment_status.

list_all_pennylane_supplier_invoice_matched_transactions

List matched transactions for a pennylane supplier invoice. Returns: id, label, date, amount, currency, outstanding_balance, attachment_required, created_at, bank_account, journal, categories. Required: supplier_invoice_id.

create_a_pennylane_supplier_invoice_matched_transaction

Match a transaction to a pennylane supplier invoice. One transaction is matched per call; invoke multiple times to match multiple transactions to the same invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, transaction_id.

delete_a_pennylane_supplier_invoice_matched_transaction_by_id

Unmatch a transaction from a pennylane supplier invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, id.

create_a_pennylane_supplier_invoice_linked_purchase_request

Link a purchase request to a supplier invoice in pennylane. One purchase request can be linked per call; invoke the endpoint multiple times to link additional purchase requests to the same invoice. Returns an empty 204 response on success. Required: supplier_invoice_id, purchase_request_id.

create_a_pennylane_supplier_invoices_import

Import a supplier invoice with a file attachment in Pennylane. Returns the created invoice including id, accounting_status, currency_amount, date, deadline, paid, payment_status, reconciled, supplier, external_reference, and created_at. Required: file_attachment_id, supplier_id, date, deadline, currency_amount_before_tax, currency_amount, currency_tax, invoice_lines.

update_a_pennylane_supplier_invoice_validate_accounting_by_id

Validate the accounting of a pennylane supplier invoice, transitioning it to the Complete state. Returns the updated supplier invoice including id, invoice_number, accounting_status, amount, currency, reconciled, paid, payment_status, created_at, and updated_at. Required: id.

update_a_pennylane_supplier_invoice_e_invoice_status_by_id

Update the e-invoice lifecycle status of a pennylane supplier invoice, applying a transition to disputed, refused, or approved. Returns: id, invoice_number, accounting_status, e_invoicing, payment_status, amount, currency, reconciled, created_at, updated_at. Required: supplier_invoice_id, status. Dispute and refuse transitions also require a reason.

list_all_pennylane_external_category_groups

List category groups in pennylane. Returns: id, label, categories, created_at, updated_at for each group in the collection.

get_single_pennylane_external_category_group_by_id

Get a single pennylane category group by id. Returns: id, label, categories (with a URL to fetch member categories), created_at, and updated_at. Required: id.

list_all_pennylane_category_group_categories

List categories belonging to a specific category group in Pennylane. Returns: id, label, direction, analytical_code, created_at, updated_at. Required: category_group_id.

list_all_pennylane_external_categories

List pennylane categories. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Supports optional filtering by id, label, category_group_id, or analytical_code and sorting by id.

create_a_pennylane_external_category

Create a new pennylane category. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: label, category_group_id.

get_single_pennylane_external_category_by_id

Retrieve a specific pennylane category by id. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: id.

update_a_pennylane_external_category_by_id

Update a pennylane category by id. Returns: id, label, direction, created_at, updated_at, category_group, analytical_code. Required: id.

list_all_pennylane_external_trial_balances

List pennylane trial balance entries for the current company within a given period, returning balances grouped by ledger accounts. Returns: number, formatted_number, label, debits, credits for each ledger account. Required: period_start, period_end.

list_all_pennylane_external_fiscal_years

List fiscal years of the company in pennylane. Returns: id, start, finish, status, created_at, and updated_at for each fiscal year. Use the sort parameter to order results by id or start date.

list_all_pennylane_changelogs_customer_invoices

List customer invoice change events in pennylane, returned in ascending processed_at order. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339 format); changes are retained for the last 4 weeks only — providing a start_date older than 4 weeks results in a 422 error.

list_all_pennylane_changelogs_supplier_invoices

List pennylane supplier invoice change events ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339 format); changes older than 4 weeks are not retained and supplying a start_date older than that returns a 422 error.

list_all_pennylane_changelogs_customers

List customer change events from the Pennylane changelog, ordered by processed_at ascending (oldest first). Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339); changes older than 4 weeks are not retained.

list_all_pennylane_changelogs_suppliers

List supplier change events in Pennylane, returned in ascending processed_at order. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter with start_date (RFC3339 format); only changes from the last 4 weeks are retained.

list_all_pennylane_changelogs_products

List product change events in Pennylane. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339); changes are retained for only the last 4 weeks — a start_date older than that returns a 422 error.

list_all_pennylane_changelogs_ledger_entry_lines

List ledger entry line change events in Pennylane ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date; changes older than 4 weeks are not retained and will result in a 422 error.

list_all_pennylane_changelogs_transactions

List transaction change events in Pennylane ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter by start_date (RFC3339). Changes are retained for the last 4 weeks only; a start_date older than 4 weeks returns a 422 error.

list_all_pennylane_changelogs_quotes

List quote change events from the Pennylane changelog, ordered by processed_at ascending. Returns: id, operation, processed_at, updated_at, created_at. Optionally filter from a specific point in time using start_date (RFC3339 format); changes older than 4 weeks are not retained.

list_all_pennylane_external_bank_accounts

List pennylane bank accounts. Returns: id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account per item. Results can be sorted by id (prefix with `-` for descending order).

create_a_pennylane_external_bank_account

Create a new bank account in pennylane. Returns the created account including id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account. Required: name.

get_single_pennylane_external_bank_account_by_id

Get a single pennylane bank account by id. Returns: id, name, currency, balance, created_at, updated_at, bank_establishment, journal, and ledger_account. Required: id.

list_all_pennylane_external_transactions

List pennylane banking transactions with optional filtering and sorting. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields per item. Use filter to narrow by id, bank_account_id, journal_id, or date; use sort to order by id (prefix with - for descending).

create_a_pennylane_external_transaction

Create a banking transaction in pennylane. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: bank_account_id, label, date, amount.

get_single_pennylane_external_transaction_by_id

Get a single pennylane banking transaction by id. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: id.

update_a_pennylane_external_transaction_by_id

Update a pennylane banking transaction by id. Returns: id, label, date, amount, currency, bank_account, journal, categories, attachment_required, outstanding_balance, created_at, and other transaction fields. Required: id.

list_all_pennylane_transaction_categories

List categories of a pennylane bank transaction. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: transaction_id.

update_a_pennylane_transaction_category_by_id

Update the categories of a pennylane bank transaction, replacing all existing assignments with the provided array. Categories in the same group must have weights summing to 1. Returns: id, label, weight, category_group, analytical_code, created_at, updated_at. Required: transaction_id; each body item requires id and weight.

list_all_pennylane_transaction_matched_invoices

List invoices matched to a pennylane bank transaction. Returns: id, type, url for each matched invoice. Required: transaction_id.

list_all_pennylane_quote_appendices

List appendices of a pennylane quote. Returns: id, url, filename, created_at, updated_at. Required: quote_id.

create_a_pennylane_quote_appendix

Upload a file as an appendix attached to a pennylane quote. Returns: id, url, filename, created_at, updated_at. Required: quote_id, file.

list_all_pennylane_quote_invoice_lines

List invoice lines for a pennylane quote. Returns: id, label, quantity, amount, currency_amount, vat_rate, product, discount, raw_currency_unit_price, currency_amount_before_tax, currency_tax, tax, section_rank, created_at, updated_at. Required: quote_id.

list_all_pennylane_quote_invoice_line_sections

List invoice line sections for a pennylane quote. Returns: id, title, description, rank, created_at, updated_at. Required: quote_id.

create_a_pennylane_quote_send_by_email

Send a pennylane quote by email to its customer. The quote's PDF must be fully generated before calling this endpoint; if it is not ready yet, pennylane returns a 409 — retry after a few minutes. Returns an empty 204 response on success. Required: id.

update_a_pennylane_quote_update_status_by_id

Update the status of a pennylane quote by id. Returns the updated quote object including id, quote_number, status, amount, currency, date, deadline, customer, created_at, and updated_at. Required: id, status.

list_all_pennylane_external_commercial_documents

List pennylane commercial documents. Returns each document's id, document_type, document_number, currency, amount, currency_amount, date, customer, invoice_lines, external_reference, archived_at, and created_at, among other fields. Supports filtering by id, customer_id, or document_type and sorting by id.

get_single_pennylane_external_commercial_document_by_id

Get a single pennylane commercial document by id. Returns the full document record including id, document_type, document_number, currency, amount, currency_amount, date, deadline, customer, invoice_lines, external_reference, archived_at, and created_at. Required: id.

list_all_pennylane_commercial_document_appendices

List appendices attached to a pennylane commercial document. Returns: id, url, filename, created_at, updated_at. Required: commercial_document_id.

create_a_pennylane_commercial_document_appendix

Upload a file as an appendix for a pennylane commercial document. Returns: id, url, filename, created_at, updated_at. Required: commercial_document_id, file. Allowed file types: image/png, image/jpeg, image/tiff, image/bmp, image/gif, application/pdf.

list_all_pennylane_commercial_document_invoice_lines

List invoice lines for a pennylane commercial document. Returns: id, label, quantity, amount, currency_amount, vat_rate, currency_amount_before_tax, currency_tax, tax, raw_currency_unit_price, unit, description, product, discount, section_rank, created_at, updated_at. Required: commercial_document_id. Optionally sort by id (prefix with `-` for descending; defaults to `-id`).

list_all_pennylane_commercial_document_invoice_line_sections

List invoice line sections for a pennylane commercial document. Returns: id, title, description, rank, created_at, updated_at. Required: commercial_document_id.

list_all_pennylane_external_sepa_mandates

List all SEPA mandates associated with your company in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Supports filtering by id or customer_id and sorting by id.

create_a_pennylane_external_sepa_mandate

Create a SEPA mandate in pennylane to enable direct debit payments for a customer. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: bic, iban, signed_at, identifier, customer_id.

get_single_pennylane_external_sepa_mandate_by_id

Get a specific SEPA mandate by id in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: id.

update_a_pennylane_external_sepa_mandate_by_id

Update an existing SEPA mandate by id in pennylane. Returns: id, bank, bic, iban, sequence_type, signed_at, identifier, customer, created_at, updated_at. Required: id, bic, iban, signed_at, identifier, customer_id.

delete_a_pennylane_external_sepa_mandate_by_id

Delete a SEPA mandate by id in pennylane. Returns an empty 204 response on success. Required: id.

list_all_pennylane_external_gocardless_mandates

List GoCardless mandates in Pennylane. Returns: id, external_reference, status, customer, external_customer_account, external_customer_label, created_at, updated_at. Supports filtering by id, customer_id, and external_reference, and sorting by id.

get_single_pennylane_external_gocardless_mandate_by_id

Get a single GoCardless mandate in Pennylane by id. Returns: id, external_reference, status, customer, external_customer_account, external_customer_label, created_at, updated_at. Required: id.

create_a_pennylane_gocardless_mandates_mail_request

Send a GoCardless mandate email request to a customer in Pennylane. Returns an empty 204 response on success. Required: customer_id, email (must include recipients).

create_a_pennylane_gocardless_mandate_cancellation

Cancel a GoCardless mandate in Pennylane. The mandate must have a status of pending_submission, submitted, or active. Returns an empty 204 response on success. Required: gocardless_mandate_id.

create_a_pennylane_gocardless_mandate_association

Associate a GoCardless mandate to a customer in Pennylane. Returns an empty 200 response on success. Required: gocardless_mandate_id, customer_id.

create_a_pennylane_pro_account_mandate_request

Create a pennylane Pro Account SEPA Direct Debit mandate request and send it to a customer. Returns an empty 201 response on success. Required: customer_id.

list_all_pennylane_pro_account_mandate_migrations

List pennylane mandate migration candidates eligible for Pro Account migration. Returns: id, status, direct_debit_method, signed_at, migrated_at, migration_started_at, mandate, customer, created_at, and updated_at per candidate. Supports filtering by customer_id or status and sorting by id.

create_a_pennylane_pro_account_mandate_migration

Migrate a mandate to a Pro Account in pennylane. Returns the mandate_migration object including id, status, direct_debit_method, signed_at, mandate, customer, created_at, and updated_at. Required: mandate_type, mandate_id. Only mandates with status 'available' are eligible for migration.

list_all_pennylane_pro_account_mandates

List all payment mandates associated with a pennylane Pro Account. Returns: status, early_execution_date_permitted, active_billing_subscription, signed_at, created_at, pdf_url, and customer. Supports filtering by status or customer_id and sorting by id.

list_all_pennylane_customer_invoice_custom_header_fields

List custom header fields for a pennylane customer invoice. Returns: id, title, value, rank, created_at, updated_at. Required: customer_invoice_id.

create_a_pennylane_purchase_requests_import

Import a purchase order in pennylane, creating an automatically validated purchase request with the attached file. Returns: id, status, purchase_order_number, supplier, delivery_address, currency_amount, currency_amount_before_tax, exchange_rate, purchase_order, linked_invoices, created_at, updated_at. Required: file_attachment_id, reason, supplier_id, purchase_order_number, currency_amount_before_tax, currency_amount, currency_tax, delivery_address, purchase_request_lines.

get_single_pennylane_external_purchase_request_by_id

Get a pennylane purchase request by id. Returns the full request object including id, purchase_order_number, status, supplier, delivery_address, currency, amount, currency_amount, currency_amount_before_tax, exchange_rate, currency_tax, tax, reason, estimated_delivery_date, purchase_order, linked_invoices, created_at, and updated_at. Required: id.

list_all_pennylane_external_purchase_requests

List pennylane purchase requests. Returns a collection of purchase request records each including id, purchase_order_number, status, supplier, delivery_address, currency, amount, currency_amount, reason, estimated_delivery_date, purchase_order, linked_invoices, created_at, and updated_at. Supports filtering by id, reviewed_by_id, user_id, or supplier_id, and sorting by id (defaults to descending).

list_all_pennylane_external_bank_establishments

List bank establishments in pennylane. Returns: id, name, created_at, updated_at. Optionally filter by id or sort results using the filter and sort parameters.

list_all_pennylane_ledger_entry_ledger_entry_lines

List all ledger entry lines belonging to a specific pennylane ledger entry. Returns: id. Required: ledger_entry_id.

create_a_pennylane_customer_invoice_e_invoice_import

Import e-invoices for customer invoices in pennylane by submitting a JSON payload to the e-invoice imports endpoint. Returns an empty 204 response on success.

create_a_pennylane_supplier_invoice_e_invoice_import

Import e-invoices for supplier invoices into Pennylane. No source documentation was found for this endpoint, so request body fields and response shape cannot be enumerated. Returns an empty 204 response on success.