Pennylane Customer Invoices API

openapi: 3.2.0
info:
  title: Pennylane Company Account Customer Invoices API
  description: Pennylane is a French financial and accounting operating system for SMEs and accounting firms. The Company API (v2) lets companies, firms, and integration partners access and sync invoicing, accounting, banking, and financial data, and automate end-to-end workflows. V2 is the stable version; V1 is deprecated.
  termsOfService: https://pennylane.readme.io/docs/api-contract-terms
  contact:
    name: Pennylane API Support
    url: https://pennylane.readme.io/docs/how-to-reach-out-to-us
  version: '2.0'
servers:
- url: https://app.pennylane.com/api/external/v2
  description: Production (v2)
security:
- bearerAuth: []
tags:
- name: Customer Invoices
paths:
  /customer_invoices:
    get:
      operationId: getCustomerInvoices
      tags:
      - Customer Invoices
      summary: List customer invoices
      description: 'List customer invoices and credit notes. Requires scope: customer_invoices:readonly or customer_invoices:all.'
      parameters:
      - $ref: '#/components/parameters/Cursor'
      - $ref: '#/components/parameters/Limit'
      - $ref: '#/components/parameters/Filter'
      responses:
        '200':
          description: OK
        '429':
          $ref: '#/components/responses/TooManyRequests'
    post:
      operationId: postCustomerInvoices
      tags:
      - Customer Invoices
      summary: Create a customer invoice
      description: 'Create a draft or finalized customer invoice or credit note. Requires scope: customer_invoices:all.'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '201':
          description: Created
        '422':
          $ref: '#/components/responses/UnprocessableEntity'
  /customer_invoices/import:
    post:
      operationId: importCustomerInvoices
      tags:
      - Customer Invoices
      summary: Import an invoice with file attached
      description: 'Import a customer invoice with a file attached. Requires scope: customer_invoices:all.'
      requestBody:
        required: true
        content:
          multipart/form-data:
            schema:
              type: object
      responses:
        '201':
          description: Created
  /customer_invoices/{id}:
    get:
      operationId: getCustomerInvoice
      tags:
      - Customer Invoices
      summary: Retrieve a customer invoice
      parameters:
      - $ref: '#/components/parameters/PathId'
      responses:
        '200':
          description: OK
    put:
      operationId: updateCustomerInvoice
      tags:
      - Customer Invoices
      summary: Update a customer invoice
      parameters:
      - $ref: '#/components/parameters/PathId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '200':
          description: OK
  /customer_invoices/{id}/finalize:
    put:
      operationId: finalizeCustomerInvoice
      tags:
      - Customer Invoices
      summary: Finalize a draft customer invoice
      description: Convert a draft invoice or credit note into a finalized one; once finalized it can no longer be edited.
      parameters:
      - $ref: '#/components/parameters/PathId'
      responses:
        '200':
          description: OK
  /customer_invoices/{id}/mark_as_paid:
    put:
      operationId: markAsPaidCustomerInvoice
      tags:
      - Customer Invoices
      summary: Mark a customer invoice as paid
      parameters:
      - $ref: '#/components/parameters/PathId'
      responses:
        '200':
          description: OK
  /customer_invoices/{id}/send_by_email:
    post:
      operationId: sendByEmailCustomerInvoice
      tags:
      - Customer Invoices
      summary: Send a customer invoice by email
      description: Sends a finalized, imported customer invoice or credit note by email. May return 409 if the PDF is not yet generated; retry shortly.
      parameters:
      - $ref: '#/components/parameters/PathId'
      responses:
        '204':
          description: Email queued
        '409':
          $ref: '#/components/responses/Conflict'
  /customer_invoices/{id}/matched_transactions:
    post:
      operationId: postCustomerInvoiceMatchedTransactions
      tags:
      - Customer Invoices
      summary: Match a transaction to a customer invoice
      parameters:
      - $ref: '#/components/parameters/PathId'
      requestBody:
        required: true
        content:
          application/json:
            schema:
              type: object
      responses:
        '200':
          description: OK
components:
  parameters:
    PathId:
      name: id
      in: path
      required: true
      description: Internal Pennylane resource id (v2 uses internal ids only, not source_id).
      schema:
        type: integer
    Limit:
      name: limit
      in: query
      required: false
      description: Page size.
      schema:
        type: integer
        default: 100
    Filter:
      name: filter
      in: query
      required: false
      description: JSON filter expression applied on listing endpoints.
      schema:
        type: string
    Cursor:
      name: cursor
      in: query
      required: false
      description: Opaque cursor for cursor-based pagination.
      schema:
        type: string
  responses:
    UnprocessableEntity:
      description: Validation error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    TooManyRequests:
      description: Rate limit exceeded (25 requests per 5 seconds per token). Includes retry-after, ratelimit-limit, ratelimit-remaining, and ratelimit-reset headers.
      headers:
        retry-after:
          schema:
            type: integer
        ratelimit-limit:
          schema:
            type: integer
        ratelimit-remaining:
          schema:
            type: integer
        ratelimit-reset:
          schema:
            type: integer
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
    Conflict:
      description: Conflict (e.g. PDF not yet generated)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
  schemas:
    Error:
      type: object
      description: Consistent JSON error schema returned across the API.
      properties:
        status:
          type: integer
        message:
          type: string
        details:
          type: object
          description: Actionable field-level information, most useful for 422 validation errors.
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: token
      description: Bearer token in the Authorization header. The token may be a Company API token, a Firm API token, or an OAuth 2.0 access token obtained via https://app.pennylane.com/oauth/authorize and /oauth/token.