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V2 - Create Customer Invoice from Quote

August 8th, 2025 by Integrations Squad

We are happy to announce the introduction of the create customer invoice from quote endpoint. This outlines all the available endpoints in the Pennylane V2 API. Refer to the API docs for full details.

New API endpoint to generate customer invoices from quotes

A new endpoint POST /api/external/v2/customer_invoices/create_from_quote allows you to generate a draft or finalized customer invoice directly from an existing quote. The customer invoice will inherit all main attributes from the quote.

Endpoint details

Route: POST /api/external/v2/customer_invoices/create_from_quote

Scopes: customer_invoices:all

Request body:

  • quote_id (required): ID of the source quote
  • draft (required): Set to true for a draft, or false for a finalized invoice
  • external_reference (optional): Unique external identifier for the invoice
  • customer_invoice_template_id (optional): ID of the invoice template to use, if not provided, the company’s default invoice template will be used automatically