Invoicing is a key part of how businesses operate - and with Pennylane’s API, you can automate the entire flow, from invoice creation to accounting synchronization.

This guide helps you choose the right invoicing workflow for your integration - whether you’re importing existing invoices or creating them directly in Pennylane.

You will learn how to:

Connect your billing or procurement system to Pennylane
Import invoices from other systems, or create them directly via the API
Keep your accounting data automatically synchronized

What You Can Do with the API

Pennylane’s API lets you manage both supplier and customer invoices programmatically.

You can:

Import existing invoices (PDFs or structured data) into Pennylane
Create new invoices directly in Pennylane
Categorize, send, and reconcile invoices automatically
Sync invoice data across your systems (CRM, ERP, POS, etc.)

This flexibility lets you integrate Pennylane into your invoicing workflows — for example, from a POS, billing, or procurement system.

Typical Invoicing Scenarios

Scenario	Example Use Case
POS or ERP Integration	Automatically create customer invoices when a sale is made.
Supplier Invoice Automation	Import supplier invoices from purchasing or expense management tools.
CRM Integration	Sync customer invoice data from your CRM for unified financial tracking.
Invoice Capture Automation	Import scanned or OCR-processed supplier invoices directly into Pennylane.

Available Tutorials

Tutorial	Description
Import a Supplier Invoice via API	Import supplier invoices received from external tools or vendors and automatically record them in Pennylane.
Import a Customer Invoice via API	Import customer invoices generated in another system (e.g., ERP, CRM, or billing app).
Create a Customer Invoice via API	Create invoices directly in Pennylane using templates, products, and VAT configurations.

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All invoicing operations are immediately reflected in accounting once validated in Pennylane.

Commonly Used Endpoints

You will use the following endpoints across invoicing workflows:

Endpoint	Usage
`/customer_invoices`	Create, import, or list customer invoices
`/supplier_invoices`	Import or list supplier invoices
`/file_attachments`	Upload and attach invoice PDFs
`/categories`	Categorize invoices for reporting
`/ledger_accounts`	Retrieve account mappings
`/products`	Link product lines to invoices

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See the full API reference for endpoint details and payload specifications.

Required Scopes

Most invoicing operations require these scopes:

Scope	Purpose
`customer_invoices:all`	Create, import, and send customer invoices
`supplier_invoices:all`	Import and manage supplier invoices
`file_attachments:all`	Upload and attach files to invoices
(Optional) `categories:all`	Categorize invoices
(Optional) `ledger_accounts:readonly`	Retrieve accounting mappings
(Optional) `products:readonly`	Access product catalog

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Refer to the Understand Scopes page for the complete list.

Next Steps

Choose the workflow that matches your integration:

➡️ If you already generate invoices elsewhere → Import them via the API

➡️ If you want Pennylane to generate invoices → Create them directly

➡️ Then, optionally → Categorize, email, or reconcile your invoices automatically