Pennylane V2 API Documentation
Ledger Attachments
Ledger Entries
Ledger Entry Lines
Customer Invoices
- GETList customer invoices
- POSTCreate a customer invoice
- POSTImport an invoice with file attached
- GETList invoice line sections for a customer invoice
- GETList invoice lines for a customer invoice
- GETList payments for a customer invoice
- GETList matched transactions for a customer invoice
- GETList appendices of a customer invoice
- POSTUpload an appendix for a customer invoice
- GETRetrieve a customer invoice
- PUTUpdate a customer invoice
- DELDelete draft invoice
- PUTUpdate a finalized customer invoice
- PUTMark a customer invoice as paid
- POSTSend a customer invoice by email
- GETList categories of a customer invoice
- PUTCategorize a customer invoice
- PUTUpdate an Imported customer invoice
- PUTTurn the draft invoice into a finalized invoice.
- POSTLink a credit note to a customer invoice
Transactions
- POSTMatch a transaction to a customer invoice
- DELUnmatch a transaction to a customer invoice
- POSTMatch a transaction to a supplier invoice
- DELUnmatch a transaction to a supplier invoice
- GETList transactions
- GETRetrieve a transaction
- GETList categories of a bank transaction
- GETList invoices matched to a bank transaction
File Attachments
Customer Invoice Templates
Exports
Customers
Supplier Invoices
- GETList matched transactions for a supplier invoice
- GETList invoice lines for a supplier invoice
- GETList supplier invoices
- GETRetrieve a supplier invoice
- PUTUpdate a supplier invoice
- GETList categories of a supplier invoice
- PUTCategorize a supplier invoice
- GETList payments for a supplier invoice
- PUTUpdate a supplier invoice payment status
- POSTImport a supplier invoice with a file attached
Credit Notes
- GETList credit notes
- POSTCreate a credit note
- POSTImport a credit note with file attached
- GETList invoice line sections for a credit note
- GETList invoice lines for a credit note
- GETRetrieve a credit note
- POSTLink a credit note to an invoice
- PUTUpdate a finalized credit note
- PUTUpdate an imported credit note
- GETList categories of a credit note
- PUTCategorize a credit note
Draft Invoices
Categories
Category Groups
Trial balance
Fiscal years
Changelogs
Bank accounts
API Reference
File Attachments
Upload a file
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
POST
/
api
/
external
/
v2
/
file_attachments
Copy
Ask AI
{
"created_at": "2023-08-30T10:08:08.146343Z",
"filename": "laboris esse",
"id": -11912805,
"updated_at": "2023-08-30T10:08:08.146343Z",
"url": "http://www.pennylane.com/rails/active_storage/blobs/redirect/eyJfc..==--26d6e7391dd728fae2cde59bd3fbe4dd11e20a95/Invoice42.pdf"
}Body
multipart/form-data
Response
201
application/json
Returns the created attachment
The response is of type object.
Copy
Ask AI
{
"created_at": "2023-08-30T10:08:08.146343Z",
"filename": "laboris esse",
"id": -11912805,
"updated_at": "2023-08-30T10:08:08.146343Z",
"url": "http://www.pennylane.com/rails/active_storage/blobs/redirect/eyJfc..==--26d6e7391dd728fae2cde59bd3fbe4dd11e20a95/Invoice42.pdf"
}Assistant
Responses are generated using AI and may contain mistakes.