Deprecation Notice

Import a credit note with file attached is now deprecated in favor of Import an invoice with file attached.

For more details on this initiative, please refer to our documentation.

Deprecation Notice

Retrieve a credit note is now deprecated in favor of Retrieve a customer invoice.

For more details on this initiative, please refer to our documentation.

The List ledger entry lines and the Retrieve a Ledger entry line endpoints responses have been enhanced to include information about lettered entries. The response now includes a new lettered_ledger_entry_lines object with the following properties:

• ids: An array of integers containing all ledger entry line IDs that share the same lettering, including the ID of the entry line itself. This array will be empty if the entry line is not lettered.
• url: A URL to fetch all lettered ledger entry lines associated with this entry line.

Example Response

{
  "lettered_ledger_entry_lines": {
    "ids": [42, 1271004],
    "url": "https://app.pennylane.com/api/external/v2/ledger_entry_lines/42/lettered_ledger_entry_lines"
  }
}

Enhanced Response for Lettered Ledger Entry Lines

The List ledger entry lines lettered to a given ledger entry line endpoint (GET /api/external/v2/ledger_entry_lines/{id}/lettered_ledger_entry_lines) has been improved to return complete ledger entry line information instead of just IDs. The response is now aligned with the data structure returned in the List ledger entry lines and in the Retrieve a Ledger entry line

• Debit and credit amounts
• Labels
• Associated ledger account and journal information
• Dates
• Creation and update timestamps

List matched transactions for a customer invoice

• Now supports listing transactions for a credit note.

Match a transaction to a customer invoice

• Now supports matching a transaction to a credit note.

Unmatch a transaction to a customer invoice

• Now supports unmatching a transaction from a credit note.

Deprecation Notice

Retrieve a draft invoice is now deprecated in favor of Retrieve a customer invoice.

For more details on this initiative, please refer to our documentation.

Breaking changes Notice

The account_id filter on the List transactions endpoint has been renamed into bank_account_id for consistency with the rest of the wording used on the API.

Filter transactions by date

On the List transactions endpoint, it's now possible to filter transactions by date using the date filter.

The structure of a transaction resource has been improved

The data structure of responses related to transactions has been unified and now contains more attributes.

• The List transactions and Retrieve a transaction endpoints are now returning the currency of the transaction and a journal object containing the id of the journal.
• The List matched transactions for a customer invoice and List matched transactions for a supplier invoice are now returning the outstanding_balance, archived_at and fee attributes of a transaction. A journal object containing the id of the journal was added. Abank_accountobject containing theidof the bank account as well as theurlof the API to fetch that bank account was added. Acategories array containing the categories of a transaction was added.

🎉 We are happy to announce that part of the Merge Project, it is now possible to list and upload appendices for credit notes. For more details on this initiative, please refer to our documentation.

List appendices for a customer invoice and Upload an appendix for a customer invoice endpoints previously returned a 404 response when the invoice was a credit note. There are now able to list and create appendices for credit notes, draft invoices and finalized invoices.

Deprecation Notice

The List invoice lines for a credit note and List invoice line sections for a credit note endpoints are now deprecated as part of the Merge Project. For more details on this initiative, please refer to our documentation.

List invoice lines for a customer invoice and List invoice line sections endpoints previously returned a 404 response when the invoice was a credit note. They are now able to request associated resources for credit notes, draft invoices and finalized invoices.

Breaking changes Notice

Mark a customer invoice as paid

Before, when the requested invoice was a draft the response status was 404.

Now, the following response is returned

{
  status: 422,
  error: "This endpoint is not applicable for draft invoices"
}

Before, when the requested invoice was a credit note the response status was 404.

Now, the following response is returned

{
  status: 422,
  error: "This endpoint is not applicable for credit notes"
}

Breaking changes Notice

Few changes on status code rendered due to the Merge Project for Customer Invoices Matched Transactions endpoints. For more details on this initiative, please refer to our documentation.

As a reminder it is not possible to match a transaction to a draft invoice.

List matched transactions for a customer invoice

Before, when the requested invoice was a draft, the response status code was 404.

Now this endpoint returns a 200 with an empty array.

Match a transaction to a customer invoice

Before, when the requested invoice was a draft, the response status code was 404.

Now this endpoint returns a 422 with following error message: "This endpoint is not applicable for draft invoices"

Unmatch a transaction to a customer invoice

Before, when the requested invoice was a draft, the response status code was 404.

Now this endpoint returns a 422 with following error message: "This endpoint is not applicable for draft invoices"