Créer une facture Pennylane à partir d'une opportunité Salesforce

Pennylane Connect Documentation

La facturation et le suivi des ventes accessible à votre équipe depuis votre CRM

Introduction

Automatisez la facturation de votre boutique en ligne

Déposer et suivre ses factures sur le portail de lߴÉtat

Transmettez automatiquement vos factures dߴachat en comptabilité

Transmettez automatiquement vos factures en comptabilité

Initiate a new connection from the partner software to HeyBilly.

Create setup (deprecated)

Revoke a connection from the partner software to HeyBilly.

Revoke setup (deprecated)

Returns the list of partners, available on your setup page.

Get partner infos (deprecated)

Returns an integration if configured on HeyBilly.

Get organization infos (deprecated)

Retrieve an iframe to send a single invoice to Chorus Pro

Get iframe

Retrieve the status of a list of invoices in Chorus Pro

Get invoices status

List journals

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List journals

Create a journal

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Create a journal

Retrieve a journal

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Retrieve a journal

List Ledger Accounts

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List Ledger Accounts

Create a ledger account

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Create a ledger account

Get a ledger account

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Get a ledger account

List attachments

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List attachments

Upload a file to attach to a ledger entry. The maximum allowed file size is 100MB.
Note that this will not upload a file into the DMS (GED).


> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Upload a file

Returns a list of ledger entries.
By default, entries from fiscal periods that are closed or frozen are excluded.
However, if a 'date' filter is provided, it will return all entries within the specified date range, even if they fall within a closed or frozen fiscal period.


> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List Ledger Entries

Create a ledger entry

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Create a ledger entry

Update a ledger entry

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Update a ledger entry

List ledger entry lines of a Ledger Entry

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List ledger entry lines of a Ledger Entry

List ledger entry lines

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List ledger entry lines

Retrieve a ledger entry line

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Retrieve a Ledger entry line

This endpoint lets you letter ledger entry lines together. All received entry lines will be lettered together. If a passed entry line is already lettered, then the lettering will be applied to its associated lettered entry lines as well.

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Letter ledger entry lines

This endpoint lets you unletter ledger entry lines.

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Unletter ledger entry lines

List ledger entry lines lettered to a given ledger entry line

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List ledger entry lines lettered to a given ledger entry line

List categories of a Ledger Entry line

> ℹ️
> This endpoint requires one of the following scopes: `ledger`

List categories of a Ledger Entry line

This endpoint replaces already existing categories on the Ledger Entry line with new values.
If an empty array of categories_ids is provided, it will remove all categories from the Ledger Entry line.


> ℹ️
> This endpoint requires one of the following scopes: `ledger`

Link Analytical Categories to a Ledger Entry line

List customer invoices and credit notes

> 🚧 Deprecated behavior
**By default** this endpoint only returns finalized customer invoices (excluding credit notes).
**From may 15th 2025, by default**, draft invoices and credit notes will also be included.
 New filters `draft` and `credit_note` are available.

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List customer invoices

This endpoint allows you to create a draft or finalized customer
invoice or credit note


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Create a customer invoice

This endpoint allows you to import an invoice.

ℹ️ To ensure consistency, **we will apply validations on amounts in accordance with our rounding policy**. We allow a difference of up to 1 euro between total amounts and the sum of invoice lines. For further details, please refer to our [article](https://help.pennylane.com/fr/articles/61575-comprendre-l-arrondi-de-tva-d-un-produit) on rounding policy.


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Import an invoice with file attached

List invoice line sections for a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List invoice line sections for a customer invoice

List invoice lines for a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List invoice lines for a customer invoice

List payments for a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List payments for a customer invoice

List matched transactions for a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List matched transactions for a customer invoice

List appendices of a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List appendices of a customer invoice

Upload a file that will be an appendix attached to a customer invoice.

Note that this will not upload a file into the DMS (GED).


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Upload an appendix for a customer invoice

Retrieve a customer invoice or a credit note

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

Retrieve a customer invoice

Update a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Update a customer invoice

Delete a draft customer invoice or draft credit note

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Delete draft invoice

Update a finalized customer invoice

> 🚧 This endpoint is deprecated.
Please, use the update [endpoint](https://pennylane.readme.io/v2.0/reference/updatecustomerinvoice) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Update a finalized customer invoice

Mark a customer invoice as paid. No automatic reconciliation will
be done once the invoice is marked as paid


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Mark a customer invoice as paid

This endpoint allows you to send a finalized, imported customer invoice or credit note
by email to your customer. This requires that the PDF file for that document
has been generated (this process can take a few minutes), so if you just created
the invoice in our system, we may return a 409 error. You should
retry the request in a few minutes - if you receive a 204 response, that means
that the email is on its way. For more information about email sending, please
read [this guide](https://pennylane.readme.io/v2.0/docs/sending-invoices-by-email).


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Send a customer invoice by email

List categories of a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`, `customer_invoices:readonly`

List categories of a customer invoice

This endpoint is not applicable for draft invoices.
Update the categories of a customer invoice. You can pass categories that don't belong to the same category group. The sum of categories of a same group must equal `1`. In the following example, the two first categories belong to the same category group A, the sum of the weights is `1`. The third category belongs to a category group B, its weight is `1`.
```
[
  { "id": 59, "weight": "0.5" }, // category group A
  { "id": 33, "weight": "0.5" }, // category group A
  { "id": 65, "weight": "1" } // category group B
]
```


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Categorize a customer invoice

Update an imported customer invoice or credit note. It is not
applicable for draft invoices.


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Update an Imported customer invoice

Convert the draft customer invoice or credit note into a finalized
one. Once finalized, the resource can no longer be edited.


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Turn the draft invoice into a finalized invoice.

Link a credit note to a customer invoice

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Link a credit note to a customer invoice

This endpoint allows you to match a transaction to a customer invoice. It is not applicable for draft invoices.

You can match one transaction with one customer invoice at a time. To match multiple transactions to a customer invoice, you need to call this endpoint multiple times.
It's possible to match a transaction to multiple customer invoices too, as long as the outstanding balance (remaining amount to be reconciled) of the transaction is greater than 0.


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Match a transaction to a customer invoice

This endpoint allows you to unmatch a transaction to a customer invoice. It is not applicable for draft invoices.


> ℹ️
> This endpoint requires one of the following scopes: `customer_invoices:all`

Unmatch a transaction to a customer invoice

This endpoint allows you to match a transaction to a supplier invoice.

You can match one transaction with one supplier invoice at a time. To match multiple transactions to a supplier invoice, you need to call this endpoint multiple times.
It's possible to match a transaction to multiple supplier invoices too, as long as the outstanding balance (remaining amount to be reconciled) of the transaction is greater than 0.


> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Match a transaction to a supplier invoice

This endpoint allows you to unmatch a transaction to a supplier
invoice.


> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Unmatch a transaction to a supplier invoice

List transactions

> ℹ️
> This endpoint requires one of the following scopes: `transactions:readonly`

List transactions

Retrieve a transaction

> ℹ️
> This endpoint requires one of the following scopes: `transactions:readonly`

Retrieve a transaction

List categories of a bank transaction

> ℹ️
> This endpoint requires one of the following scopes: `transactions:readonly`

List categories of a bank transaction

List invoices matched to a bank transaction

> ℹ️
> This endpoint requires one of the following scopes: `transactions:readonly`

List invoices matched to a bank transaction

List products

> ℹ️
> This endpoint requires one of the following scopes: `products:all`, `products:readonly`

List products

Create a product

> ℹ️
> This endpoint requires one of the following scopes: `products:all`

Create a product

Retrieve a product

> ℹ️
> This endpoint requires one of the following scopes: `products:all`, `products:readonly`

Retrieve a product

Update a product

> ℹ️
> This endpoint requires one of the following scopes: `products:all`

Update a product

List attachments

> ℹ️
> This endpoint requires one of the following scopes: `file_attachments:all`, `file_attachments:readonly`

Upload a file to attach to any resource that provides a `file_attachment_id`:
  - Customer Invoice
  - Supplier Invoice
  - Credit Notes

The maximum allowed file size is 100MB.
Note that this will not upload a file into the DMS (GED).


> ℹ️
> This endpoint requires one of the following scopes: `file_attachments:all`

List customer invoice templates

> ℹ️
> This endpoint requires one of the following scopes: `customer_invoice_templates:readonly`

List customer invoice templates

This endpoint allows you to create an Analytical General Ledger export. The generated export file is an xlsx file, using the in-line analytical mode by default.

> ℹ️
> This endpoint requires one of the following scopes: `exports:agl`

Create an Analytical General Ledger export

The endpoint returns a specific Analytical General Ledger export. The export file is an xlsx file, using the in-line analytical mode.

> ℹ️
> This endpoint requires one of the following scopes: `exports:agl`

Retrieve an Analytical General Ledger export

This endpoint allows you to create a FEC export

> ℹ️
> This endpoint requires one of the following scopes: `exports:fec`

Create a FEC export

The endpoint returns a specific FEC export

> ℹ️
> This endpoint requires one of the following scopes: `exports:fec`

Retrieve a FEC export

This endpoint returns the created company customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`

Create a company customer

This endpoint returns a company customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`, `customers:readonly`

Retrieve a company customer

This endpoint returns the updated company customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`

Update a company customer

This endpoint returns the created individual customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`

Create an individual customer

This endpoint returns an individual customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`, `customers:readonly`

Retrieve an individual customer

This endpoint returns the updated individual customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`

Update an individual customer

This endpoint returns a list of both company and individual customers

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`, `customers:readonly`

List customers (company and individual)

This endpoint returns a customer.

> ℹ️
> This endpoint requires one of the following scopes: `customers:all`, `customers:readonly`

Retrieve a customer

List suppliers

> ℹ️
> This endpoint requires one of the following scopes: `suppliers:all`, `suppliers:readonly`

List suppliers

This endpoint returns the created supplier.

> ℹ️
> This endpoint requires one of the following scopes: `suppliers:all`

Create a Supplier

This endpoint returns a supplier.

> ℹ️
> This endpoint requires one of the following scopes: `suppliers:all`, `suppliers:readonly`

Retrieve a supplier

This endpoint returns the updated supplier.

> ℹ️
> This endpoint requires one of the following scopes: `suppliers:all`

Update a supplier

Creates a new user. In order to authenticate the request, a valid
OAuth2 token must be provided. The token must be generated
with `client_credentials` grant type.
The token must have the following scopes:
- `users`
- `capital_deposits` OR `companies:all`


> ℹ️
> This endpoint requires one of the following scopes: `users`, `capital_deposits`, `companies:all`

Create a new user

Find a user using its email address. In order to authenticate the request, a valid
OAuth2 token must be provided. The token must be generated
with `client_credentials` grant type.
The token must have the following scopes:
- `users`
- `capital_deposits` OR `companies:all`


> ℹ️
> This endpoint requires one of the following scopes: `users`, `capital_deposits`, `companies:all`

Find user

Updates an existing user. In order to authenticate the request, a valid OAuth2 token must be provided. The token must have the `users:update_email` scope and be generated by a user via the `authorization_code` grant type.

> ℹ️
> This endpoint requires one of the following scopes: `users`, `users:update_email`

Update an existing user

This endpoint returns information about the company and the user associated to the token.

User Profile

List matched transactions for a supplier invoice

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

List matched transactions for a supplier invoice

List invoice lines for a supplier invoice

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

List invoice lines for a supplier invoice

This endpoint returns a list of supplier invoices.

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

List supplier invoices

This endpoint returns a supplier invoice.

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

Retrieve a supplier invoice

This endpoint allows you to update a supplier invoice.

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Update a supplier invoice

List categories of a supplier invoice

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

List categories of a supplier invoice

Update the categories of a supplier invoice. You can pass categories that don't belong to the same category group. The sum of categories of a same group must equal `1`. In the following example, the two first categories belong to the same category group A, the sum of the weights is `1`. The third category belongs to a category group B, its weight is `1`.
```
[
  { "id": 59, "weight": "0.5" }, // category group A
  { "id": 33, "weight": "0.5" }, // category group A
  { "id": 65, "weight": "1" } // category group B
]
```


> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Categorize a supplier invoice

List payments for a supplier invoice

> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`, `supplier_invoices:readonly`

List payments for a supplier invoice

This endpoint allows you to update the payment status of a supplier
invoice.


> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Update a supplier invoice payment status

This endpoint allows you to import a supplier invoice with a file
attached.


> ℹ️
> This endpoint requires one of the following scopes: `supplier_invoices:all`

Import a supplier invoice with a file attached

List credit notes

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/getcustomerinvoices) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`, `credit_notes:readonly`

List credit notes

This endpoint allows you to create a credit note

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/postcustomerinvoice) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`

Create a credit note

This endpoint allows you to import a credit note

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/importcustomerinvoices) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`

Import a credit note with file attached

List invoice line sections for a a credit note

> 🚧 This endpoint is deprecated. Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/getcustomerinvoiceinvoicelinesections) instead. More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`, `credit_notes:readonly`

List invoice line sections for a credit note

List invoice lines for a credit note

> 🚧 This endpoint is deprecated. Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/getcustomerinvoiceinvoicelines) instead. More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`, `credit_notes:readonly`

List invoice lines for a credit note

Retrieve a credit note

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/getcustomerinvoice) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`, `credit_notes:readonly`

Retrieve a credit note

Link a credit note to an invoice

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/getcustomerinvoice) instead.
More details in this [article](https://pennylane.readme.io/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`

Link a credit note to an invoice

Update a finalized credit note

> 🚧 This endpoint is deprecated.
Please, use the Customer Invoices [endpoint](https://pennylane.readme.io/v2.0/reference/updatecustomerinvoice) instead.
More details in this [article](https://dash.readme.com/project/pennylane/v2.0/changelog/upcoming-merge-for-finalized-draft-customer-invoices-and-credit-notes)

> ℹ️
> This endpoint requires one of the following scopes: `credit_notes:all`

Plateforme

CRM

E-commerce

Chorus Pro

Gestion des dépenses

Facturation

Facturation & Dépenses

Créer une facture Pennylane à partir d'une opportunité Salesforce