customer_invoices
In short
Invoices edited by the company managed on Pennylane for its customers. They can be edited and sent from Pennylane, or simply imported from other tools through diverse integrations.
Customer invoices can be directly edited on Pennylane, or imported from external invoicing tools into Pennylane through various integrations.
In case of simple PDF documents or images, invoices are first read by Pennylane’s OCR, and then manually validated by the user. This means that very recent invoices, not yet validated, may sometimes lack some information or hold errors in their data. For e-invoices or invoices edited on Pennylane, data is directly extracted in a reliable way.
Invoices archived on Pennylane will not be included in this table.
See also: supplier_invoices.
Scopes
- accounting firm users can access customer invoices for all companies falling in their portfolio;
- business owner users can access customer invoices for their own company only.
Available Columns
id
bigint
UNIQUE
Unique identifier of the invoice on Pennylane.
created_date
date
Date of creation of the invoice on Pennylane, in YYYY-MM-DD format. This date is not necessarily the same as the invoice issue date.
issue_date
date
Issue date of the invoice, in YYYY-MM-DD format. In rare situations, an invoice may be received late after the books for the associated fiscal period are closed. In this case, the issue date will default to the first day of the next open fiscal period.
deadline
date
Invoice due date, in YYYY-MM-DD format.
company_id
bigint
Unique ID of the company on Pennylane, referring to companies.id.
customer_id
bigint
Unique ID of the company's customer on Pennylane, referring to customers.id.
customer_name
character varying
Name of the company's customer, as configured on Pennylane. This name may differ slightly from the one displayed on the invoice.
amount_eur
numeric
Total invoice amount in euros, including taxes. Potential currency conversions are applied when this field is filled.
amount_eur_excl_taxes
numeric
Total invoice amount in euros, excluding taxes. Potential currency conversions are applied when this field is filled.
currency
character varying
Invoice currency.
Examples: "EUR", "USD", "CAD"
label
character varying
Label of the invoice, as displayed on Pennylane.
Examples: "Facture John Doe - F-2023-05-118", "Avoir XYZ - F-2022-06-426"
invoice_number
character varying
Invoice number, as specified on the invoice. This number is unique for any given supplier.
In the present case of customer invoices, it means this number is unique for a given company_id, but the same numbers could be used by different companies.
Examples: "F-2023-05-118", "F-2022-06-426"
is_paid
boolean
NEW
true the invoice has already been reconciled with its payment.
false otherwise.
An invoice can be set as paid automatically in the following cases:
- when the payment is made via the Pro Account, Qonto or an SEPA XML file export;
- when a payment is scheduled.
created_at
timestamp without time zone
Timestamp of creation of the invoice on Pennylane.
updated_at
timestamp without time zone
Timestamp of last update of the invoice on Pennylane.