Pennylane API

14 endpoints for Pennylane, each at its own method and path, called with your API key. Open an endpoint for its inputs, examples and response.

Base URL: https://cotlet.dev/api/v1/pennylane
Connects with: Your own Pennylane user, with access to invoicing, bank transactions and categories
Integration page: Pennylane

Read (7)

Return data and change nothing in the account.

Pennylane Endpoints: Read
Endpoint	Description
GET /customers	Customers in your Pennylane account with name, type and email, optionally filtered by name.
GET /customer-invoices	Customer invoices with number, customer, amounts, status and due date, newest first.
GET /invoices/{invoice_id}/customer-invoice	One customer invoice with its lines, payments and matched bank transactions.
GET /supplier-invoices	Supplier invoices with number, supplier, amounts and due date, newest first.
GET /suppliers	Suppliers in your Pennylane account with name and ID, optionally filtered by name.
GET /transactions	Bank transactions with date, label, amount, categories and matched invoices, newest first.
GET /categories	Categories you use to analyse transactions and invoices, with their group and direction.

Change the account. Calls marked Confirm wait for the user to approve them.

Pennylane Endpoints: Write
Endpoint	Description
POST /customers Confirm	Add a company or individual customer to your Pennylane customer list.
POST /customers/{customer_id}/invoice Confirm	Create an invoice for a customer, as a draft by default.
POST /invoices/{invoice_id}/customer-invoice/finalize Confirm	Turn a draft invoice into a final one with an invoice number.
POST /invoices/{invoice_id}/customer-invoices Confirm	Email a customer invoice to the customer or to the addresses you give.
POST /suppliers/{supplier_id}/invoice Confirm	Upload a supplier invoice PDF with its date, due date and amounts.
POST /transactions/{transaction_id}/categorise	Set the categories of a bank transaction, with a weight for each.
POST /invoices/{invoice_id}/transactions/{transaction_id}/match Confirm	Link a bank transaction to a customer invoice as its payment.