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	Supported in V2	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	✅	API Reference: `/customer_invoices`
Create a supplier invoice	✅	Tutorial: Import a Supplier Invoice via API
Create a credit note	✅	API Reference: `/credit_notes`
Create invoices with analytical tags	✅	API Reference
Handle imputation dates (PCA / CCA)	Customer: ✅Supplier: ✅	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	Supported in V2	Documentation
Create ledger entries	✅	Tutorial: Creating Ledger Entries via API
Create ledger entries with analytical tags	✅	API Reference: `/ledger_entries`
Handle FNP (Accrued expenses)	✅	API Reference
Handle FAE (Accrued income)	✅	API Reference
Import a purchase order	✅	API Reference: `/purchase_orders`
Create banking transactions	✅	API Reference: `/transactions`
Retrieve banking transactions	✅	API Reference: `/transactions`

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

Use Case	Supported in V2	Documentation
Upload PDF documents	✅	API Reference: `/file_attachments`
Import Factur-X	✅	API Reference
Attach files to invoices or ledger entries	✅	API Reference

Use Case	Supported in V2	Documentation
Create a quote	✅	API Reference: `/quotes`
Convert quote → customer invoice	✅	API Reference: `/quotes/{id}/convert`
Manage billing subscriptions	✅	API Reference

Use Case		Supported in V2	Documentation
Match an invoice with a bank transaction		✅	Tutorial: POS Integration / Matching via API
Retrieve matched transactions		✅	API Reference: `/customer_invoices/{id}/matched_transactions`

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.