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Pennylane ACTION

Create Customer Invoice

Generates a new invoice for a customer using Pennylane. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Pennylane account once, then configure and run Create Customer Invoice from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "pennylane-create-customer-invoice",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pennylane: { authProvisionId: "apn_xxxxxxx" },
    date: "Date",
    deadline: "Deadline",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create Customer Invoice inputs
Property Type Description
date Date string
Invoice date (ISO 8601)
Required
deadline Deadline string
Invoice payment deadline (ISO 8601)
Required
externalId External Id string
An id you can use to refer to the invoice from outside of Pennylane
Optional
pdfInvoiceFreeText PDF Invoice Free Text string
For example, the contact details of the person to contact
Optional
pdfInvoiceSubject PDF Invoice Subject string
Invoice title
Optional
draft Draft boolean
Do you wish to create a draft invoice (otherwise it is a finalized invoice)? Reminder, once created, a finalized invoice cannot be edited!
Required
currency Currency string
Invoice Currency (ISO 4217). Default is EUR.
Optional
specialMention Special Mention string
Additional details
Optional
discount Discount integer
Invoice discount (in percent)
Optional
language Language string
invoice pdf language
Optional
bankingProvider Banking Provider string
The banking provider for the transaction
Required
providerFieldName Provider Field Name string
Name of the field that you want to match
Required
providerFieldValue Provider Field Value string
Value that you want to match
Required
customerId Customer Id string
Existing customer identifier (source_id)
Required Dynamic
lineItemsSectionsAttributes Line Items Sections Attributes string[]
A list of objects of items sections to be listed on the invoice. Example: [{"title": "Title","description": "description","rank": 1}] See the documentation from further information.
Optional
lineItems Line Items string[]
A list of objects of items to be listed on the invoice. Example: [{"product": {"source_id": "0e67fc3c-c632-4feb-ad34-e18ed5fbf66a","unit": "20","price": "10.00","label": "Product label","vat_rate": "FR_09","currency": "EUR"},"quantity": 2,"label": "Line Item Label"}] See the documentation from further information.
Required
categories Categories string[]
A list of objects of categories
Optional
startDate Start Date string
Start date of the imputation period (ISO 8601)
Required
endDate End Date string
End date of the imputation period (ISO 8601)
Required

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
pennylane-create-customer-invoice
Version
0.0.3
App
Pennylane
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes