For AI agents: visit https://pennylane.readme.io/v1.0/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI. Append .md to any documentation page URL to get its markdown version.
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These docs are for v1.0. Click to read the latest docs for v2.0.

Getting started

  • Getting Started with Pennylane API
  • OAuth 2.0 walkthrough
  • Generating my API token
  • Should I use data sharing or the API?
  • Glossary
  • Supported use cases
  • API V2 vs V1
  • Versioning
  • V1 Scopes
  • V1 Rate limiting

Tutorials

  • Testing my connection
  • Sending estimates / invoices by email
  • Automating payment matching
  • V1 - Setting up filters
    • Filter my invoices
    • Filter my customers
    • Filter my suppliers
    • Filter my estimates
    • Filter my billing subscriptions

Need support?

  • How to reach out to us
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Testing my connection

You can run a quick test to make sure your connection is up and running by calling this endpoint.

Updated 12 months ago


V1 Rate limiting
Sending estimates / invoices by email