customers
In short
Customers of companies managed on Pennylane.
A customer represents a customer of a company managed on Pennylane. Customers can be individuals or legal entities.
💡 In case the same individual or legal entity is a customer of multiple companies managed on Pennylane, they will be represented by multiple records that share similar metadata.
Scopes
- accounting firm users have access to all customers of companies falling in their portfolio;
- business owner users have access to their own customers only.
Available Columns
id
bigint
UNIQUE
Unique ID identifying the customer on Pennylane.
name
character varying
Customer's display name on Pennylane. This name may differ from the legal registration name.
company_id
bigint
Unique ID of the company on Pennylane, referring to companies.id.
company_name
character varying
Name of the company on Pennylane, referring to companies.name.
vat_rate
character varying
VAT rate applied to the customer, when applicable. This value acts as an automation rule and is used by the Pennylane OCR.
Examples: "FR_200", "FR_100", "extracom", "exempt"
plan_item_number
character varying
411 accounting plan item number associated with the customer.
Examples: "41100001", "411NORAUTO"
pnl_plan_item_number
character varying
Profit & Loss accounting plan item number, i.e. a class 7 account.
Examples: "701", "7094"
postal_code
character varying
Postal code of the customer. This value is sourced from an internal legal entity listing, when available.
country_alpha2
character varying
The country code associated with the customer addresss. This value is sourced from an internal legal entity listing, when available.
Examples: "FR", "IE", "GB"
city
character varying
City of the customer. This value is sourced from an internal legal entity listing, when available.
registration_number
character varying
Customer's official registration number, for example SIREN in France.
vat_number
character varying
VAT number of the customer, when applicable.
activity_code
character varying
For legal entity customsers, activity sector code as defined by INSEE, when available. This French nomenclature of economic activities, abbreviated NAF, is meant to simplify the organization of economic and social information.
Examples: "68.20B", "45.11Z", "81.10Z"
legal_name
character varying
For legal entity customers, legal name of the customer. This name may differ from the customer's display name.
registration_country_alpha2
character varying
Some legal entities may have a postal address in France (country_alpha2 = 'FR'), and a registration address in Ireland (reg_country_alpha2 = 'IE').
This column contains the registration country code, that together with the registration number, uniquely identifies legal entity customers.
Examples: "FR", "IE", "GB"
updated_at
timestamp without time zone
Date and time when the customer was last updated in Pennylane.