Pennylane

FinanceAPI key

Create and send customer invoices and manage customers, products, supplier invoices and quotes in Pennylane.

12 actions

Action	Effect	Data handled
pennylane_list_customer_invoicesLists customer invoices and credit notes, newest first	read	Personal data
pennylane_get_customer_invoiceGets one customer invoice or credit note with amounts, status, dates, customer and PDF link	read	Personal data
pennylane_create_customer_invoiceCreates a customer invoice, as a draft by default or finalized	write	Personal data
pennylane_finalize_customer_invoiceTurns a draft customer invoice or credit note into a finalized one, which gets a number and can no longer be edited	write	Personal data
pennylane_send_customer_invoiceEmails a finalized customer invoice or credit note to the customer, or to the given recipients	write	Personal data
pennylane_mark_customer_invoice_paidMarks a customer invoice as paid, without reconciling it with a bank transaction	write	Personal data
pennylane_list_customersLists company and individual customers	read	Personal data
pennylane_create_company_customerCreates a company customer with its billing address and optional VAT number, SIREN, emails and payment conditions	write	Personal data
pennylane_list_productsLists products with their price before tax, VAT rate and unit	read	General
pennylane_create_productCreates a product with a label, price before tax and VAT rate code (e.g	write	General
pennylane_list_supplier_invoicesLists supplier (purchase) invoices	read	Personal data
pennylane_list_quotesLists quotes (devis) with their status, amounts and customer	read	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['pennylane']
})