This page summarizes all business use cases currently supported by the Pennylane API.

Use it as a functional overview to identify what you can build, and to navigate toward the relevant guides or API reference.

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Note: New capabilities are now added in API v2, while v1 is deprecated and will not receive new features.

Invoicing (Sales & Purchases)

Use Case	Endpoint/Tutorial	Documentation
Create a customer invoice	Tutorial	Create a Customer Invoice via API
Import a customer invoice (from PDF)	Tutorial	Import a Customer Invoice via API
Create a customer invoice from template	`/customer_invoices`	API Reference
Import a Supplier Invoice via API	Tutorial	Import a Supplier Invoice via API
Link a credit note to a customer invoice	`/credit_notes`	API Reference
Create invoices with analytical tags	``	API Reference
Handle imputation dates (PCA / CCA)		API Reference

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Note: Importing invoices (customer or supplier) requires sending a PDF via /file_attachments before using the /import endpoints.

Accounting & Ledger

Use Case	Endpoint/Tutorial	Documentation
Create ledger entries	Tutorial	Create a Ledger Entry via APIT
Create ledger entries with analytical tags	Tutorial	Create Ledger Entries via API
Handle FNP (Accrued expenses)		API Reference
Handle FAE (Accrued income)		API Reference
Import a purchase order	`/purchase_orders`	API Reference
Create banking transactions	`/transactions`	API Reference
Retrieve banking transactions	`/transactions/{id}`	API Reference

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Tip: All ledger entries must be balanced: debit total = credit total.

Use Case	Endpoint/Tutorial	Documentation
Upload PDF documents	`/file_attachments`	API Reference
Import Factur-X		API Reference
Attach files to invoices or ledger entries	`/file_attachments`	API Reference

Use Case	Endpoint/Tutorial	Documentation
Create a quote	`/quotes`	API Reference
Convert quote → customer invoice	`/customer_invoices/create_from_quote`	API Reference `
Manage billing subscriptions		API Reference

Use Case	Endpoint/Tutorial	Documentation
Match an invoice with a bank transaction	Feature Guide	Automate Payment Matching
Retrieve matched transactions	`/customer_invoices/{id}/matched_transactions`	API Reference

These use cases are not available in the API:

If any of these are part of your workflow, please contact the Pennylane partnerships team for roadmap updates.