📈PennyLane

Provider Code: pennylane Service: Invoicing

Overview

Comprehensive accounting platform with invoicing, expenses, and financial reporting.

Services Supported

• ✅ Invoicing

Document Types

• INVOICE

• E_INVOICE

• QUOTE

• CREDIT

Configuration

Config Class: PennylaneConfig

To use PennyLane, configure it in Templater UI:

1. Navigate to Company/User settings

2. Select "Invoicing" service

3. Add "PennyLane" provider

4. Enter required credentials

V1 Note: Configuration UI documentation is deferred to V2. For now, configure providers via Templater UI, then use them via API.

Usage Example

curl

curl -X POST https://api.docs-dispatcher.io/api/invoicing \
  -H "Authorization: Bearer $JWT_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "providerName": "pennylane",
    "documentType": "INVOICE",
    "template": {
      "id": 123,
      "data": {
        // Your template data
      }
    }
  }'

Node.js

const response = await fetch('https://api.docs-dispatcher.io/api/invoicing', {
  method: 'POST',
  headers: {
    'Authorization': `Bearer ${jwtToken}`,
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    providerName: 'pennylane',
    documentType: 'INVOICE',
    template: {
      id: 123,
      data: { /* Your template data */ }
    }
  })
});

const result = await response.json();
console.log(result);

Common Errors

Provider Not Configured (400)

{
  "error": "provider_not_configured",
  "message": "PennyLane is not configured for this user or company"
}

Solution: Configure PennyLane in Templater UI.

Invalid Credentials (401)

{
  "error": "provider_authentication_failed",
  "message": "PennyLane credentials are invalid or expired"
}

Solution: Update PennyLane credentials in configuration.

Next Steps

• Configure PennyLane

• Invoicing service overview

• Generate an invoice

• All providers