{ "name": "Create and send Pennylane invoices from webhook data", "nodes": [ { "id": "2432a919-ea99-4529-969d-2f94a9f44110", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -592, -272 ], "parameters": { "width": 720, "height": 1376, "content": "# Create and send Pennylane invoices from webhook data\n\n## Who is this for\n\nSMEs and freelancers using Pennylane (French accounting platform) who want to automate invoice creation from their CRM, forms, or any business tool.\n\n## What it does\n\nThis workflow receives deal or order data via a POST webhook, searches for the customer in Pennylane (or creates one), generates a customer invoice with line items and VAT, optionally sends it by email through Pennylane, and notifies your team via Slack and/or Gmail.\n\n## How to set up\n\n1. Import this workflow into n8n\n2. Create a Header Auth credential: name `Authorization`, value `Bearer `\n3. Select your Slack channel in the SL Send Notification node\n4. (Optional) Connect your Gmail credential for email notifications\n5. Configure invoice numbering in your Pennylane settings\n6. Send a test POST request to the webhook URL\n\n## Requirements\n\n- Pennylane account with API access (Essentiel plan or higher)\n- Pennylane API token with scopes: customer_invoices:all, customers:all\n- (Optional) Slack workspace\n- (Optional) Gmail OAuth credentials\n\nFull documentation: https://github.com/Gauthier-Huguenin/n8n-pennylane-auto-invoicing\n\n---\n\n### Flow\n\n`WH Receive Invoice Data`\n \u2192 `Code Validate Payload`\n \u2192 `PL Search Customer`\n \u2192 `IF Customer Exists`\n \u2192 \u2705 `Set Customer ID`\n \u2192 \u274c `PL Create Customer` \u2192 `Set Customer ID`\n \u2192 `Code Build Invoice Payload`\n \u2192 `PL Create Invoice`\n \u2192 `IF Send Email`\n \u2192 \u2705 `Wait PDF Generation` \u2192 `PL Send Invoice Email`\n \u2192 `Code Build Notification`\n \u2192 `SL Send Notification`\n \u2192 `IF Has Notification Email`\n \u2192 \u2705 `GM Send Notification`\n \u2192 `Set Output Response`\n\n---\n\n### Node refs for $()\n\n- WH Receive Invoice Data\n- Code Validate Payload\n- PL Search Customer\n- IF Customer Exists\n- Set Customer ID\n- PL Create Customer\n- Code Build Invoice Payload\n- PL Create Invoice\n- IF Send Email\n- Wait PDF Generation\n- PL Send Invoice Email\n- Code Build Notification\n- SL Send Notification\n- IF Has Notification Email\n- GM Send Notification\n- Set Output Response" }, "typeVersion": 1 }, { "id": "402c4d14-ab30-4baf-85b5-daec4ceb06f4", "name": "WH Receive Invoice Data", "type": "n8n-nodes-base.webhook", "position": [ 272, 32 ], "parameters": { "path": "pennylane-invoice", "options": {}, "httpMethod": "POST", "responseMode": "lastNode" }, "typeVersion": 2.1 }, { "id": "585218e8-449a-40da-8ce7-d8157998c2f7", "name": "Code Validate Payload", "type": "n8n-nodes-base.code", "position": [ 528, 32 ], "parameters": { "jsCode": "// Refs: 'WH Receive Invoice Data'\nconst input = $input.first().json;\n\nconst errors = [];\n\nif (!input.customer_name || input.customer_name.trim() === '') {\n errors.push('customer_name is required');\n}\n\nif (!input.customer_email || !input.customer_email.includes('@')) {\n errors.push('customer_email is required and must be valid');\n}\n\nif (!input.items || !Array.isArray(input.items) || input.items.length === 0) {\n errors.push('items array is required and must contain at least one item');\n} else {\n input.items.forEach((item, i) => {\n if (!item.label) errors.push(`items[${i}].label is required`);\n if (!item.quantity || item.quantity <= 0) errors.push(`items[${i}].quantity must be > 0`);\n if (!item.unit_price || item.unit_price <= 0) errors.push(`items[${i}].unit_price must be > 0`);\n });\n}\n\nif (errors.length > 0) {\n throw new Error('Validation failed: ' + errors.join('; '));\n}\n\nreturn [{\n json: {\n customer_name: input.customer_name.trim(),\n customer_email: input.customer_email.trim().toLowerCase(),\n customer_address: input.customer_address || '',\n customer_postal_code: input.customer_postal_code || '00000',\n customer_city: input.customer_city || 'Non renseign\u00e9',\n customer_country: input.customer_country || 'FR',\n items: input.items.map(item => ({\n label: item.label,\n quantity: item.quantity,\n unit_price: item.unit_price,\n vat_rate: item.vat_rate || 'FR_200'\n })),\n due_date: input.due_date || new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString().split('T')[0],\n currency: input.currency || 'EUR',\n payment_conditions: input.payment_conditions || '30_days',\n reference: input.reference || null,\n send_email: input.send_email || false,\n notification_email: input.notification_email || null\n }\n}];" }, "typeVersion": 2 }, { "id": "5440a265-819f-42d4-8c26-d83cb51eb219", "name": "PL Search Customer", "type": "n8n-nodes-base.httpRequest", "position": [ 832, 32 ], "parameters": { "url": "https://app.pennylane.com/api/external/v2/customers", "options": {}, "sendQuery": true, "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "queryParameters": { "parameters": [ { "name": "filter", "value": "=[{\"field\":\"emails\",\"operator\":\"in\",\"value\":\"{{ $json.customer_email }}\"}]" } ] } }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.4 }, { "id": "8e9e52fa-654e-4b14-b72f-8c57b70744f7", "name": "IF Customer Exists", "type": "n8n-nodes-base.if", "position": [ 1040, 32 ], "parameters": { "options": {}, "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "85be8afd-6833-43ba-bb7b-305dd91e9a73", "operator": { "type": "number", "operation": "gt" }, "leftValue": "={{ $json.items.length }}", "rightValue": 0 } ] } }, "typeVersion": 2.3 }, { "id": "106b531c-143f-4de7-ba98-8ede691a0d01", "name": "PL Create Customer", "type": "n8n-nodes-base.httpRequest", "position": [ 1248, 128 ], "parameters": { "url": "https://app.pennylane.com/api/external/v2/company_customers", "method": "POST", "options": {}, "jsonBody": "={\n \"name\": \"{{ $('Code Validate Payload').item.json.customer_name }}\",\n \"emails\": [\"{{ $('Code Validate Payload').item.json.customer_email }}\"],\n \"billing_address\": {\n \"address\": \"{{ $('Code Validate Payload').item.json.customer_address }}\",\n \"postal_code\": \"{{ $('Code Validate Payload').item.json.customer_postal_code }}\",\n \"city\": \"{{ $('Code Validate Payload').item.json.customer_city }}\",\n \"country_alpha2\": \"{{ $('Code Validate Payload').item.json.customer_country }}\"\n }\n}", "sendBody": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth" }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.4 }, { "id": "49c0e376-9f63-4ded-8d0c-917cc7ddf652", "name": "Set Customer ID", "type": "n8n-nodes-base.set", "position": [ 1424, 16 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "86d02b7a-27bd-4791-a4aa-02b7429dc7bd", "name": "=customer_id", "type": "string", "value": "={{ $json.id ?? $json.items?.[0]?.id }}" } ] } }, "typeVersion": 3.4 }, { "id": "c33bd39f-5043-418c-88f9-0aaa8bc25c9d", "name": "PL Create Invoice", "type": "n8n-nodes-base.httpRequest", "position": [ 1824, 16 ], "parameters": { "url": "https://app.pennylane.com/api/external/v2/customer_invoices", "method": "POST", "options": {}, "jsonBody": "={{ JSON.stringify($json) }}", "sendBody": true, "specifyBody": "json", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth" }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.4 }, { "id": "964e6cc9-ff3c-49ab-bda0-ca842e6b380e", "name": "Code Build Invoice Payload", "type": "n8n-nodes-base.code", "position": [ 1648, 16 ], "parameters": { "jsCode": "// Refs: 'Set Customer ID', 'Code Validate Payload'\nconst data = $('Code Validate Payload').first().json;\nconst customerId = $('Set Customer ID').first().json.customer_id;\n\nconst invoiceLines = data.items.map(item => ({\n label: item.label,\n quantity: item.quantity,\n unit: 'piece',\n raw_currency_unit_price: String(item.unit_price.toFixed(2)),\n vat_rate: item.vat_rate\n}));\n\nconst today = new Date().toISOString().split('T')[0];\n\nconst payload = {\n customer_id: customerId,\n date: today,\n deadline: data.due_date,\n currency: data.currency,\n invoice_lines: invoiceLines,\n draft: false\n};\n\nif (data.reference) {\n payload.external_reference = data.reference;\n}\n\nreturn [{ json: payload }];" }, "typeVersion": 2 }, { "id": "041e2680-0585-43e8-8df3-4a04b3c32fc3", "name": "IF Send Email", "type": "n8n-nodes-base.if", "position": [ 2064, 16 ], "parameters": { "options": {}, "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "de5a2cc8-def5-4777-8369-51caea43256f", "operator": { "type": "boolean", "operation": "true", "singleValue": true }, "leftValue": "={{ $('Code Validate Payload').item.json.send_email }}", "rightValue": "" } ] } }, "typeVersion": 2.3 }, { "id": "797f431f-2ffd-42fc-afbc-f76b5806af67", "name": "Code Build Notification", "type": "n8n-nodes-base.code", "position": [ 2752, 32 ], "parameters": { "jsCode": "// Refs: 'PL Create Invoice', 'Code Validate Payload'\nconst invoice = $('PL Create Invoice').first().json;\nconst data = $('Code Validate Payload').first().json;\n\nconst message = [\n `New invoice created in Pennylane`,\n ``,\n `Customer: ${data.customer_name}`,\n `Invoice: ${invoice.invoice_number}`,\n `Amount: ${invoice.currency_amount_before_tax} EUR HT`,\n `Total TTC: ${invoice.currency_amount} EUR`,\n `Due date: ${data.due_date}`,\n `Status: ${invoice.status}`,\n data.reference ? `Reference: ${data.reference}` : '',\n ``,\n `View: ${invoice.public_file_url || 'N/A'}`\n].filter(Boolean).join('\\n');\n\nreturn [{\n json: {\n message,\n invoice_id: invoice.id,\n invoice_number: invoice.invoice_number,\n amount: invoice.currency_amount,\n customer_name: data.customer_name,\n public_url: invoice.public_file_url || null\n }\n}];" }, "typeVersion": 2 }, { "id": "d5f88019-04c7-43e7-a813-efbb52b954a5", "name": "SL Send Notification", "type": "n8n-nodes-base.slack", "position": [ 3296, -112 ], "parameters": { "text": "={{ $json.message }}", "select": "channel", "channelId": { "__rl": true, "mode": "list", "value": "", "cachedResultName": "" }, "otherOptions": {}, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "name": "" } }, "typeVersion": 2.4 }, { "id": "8d44a126-0a95-4283-ab89-2ebf6e40baa7", "name": "Set Output Response", "type": "n8n-nodes-base.set", "position": [ 3648, 32 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "c5fe5a2e-f759-4afd-907f-eacb7251481b", "name": "success", "type": "boolean", "value": true }, { "id": "03e80656-7f61-46cd-98d4-0e7daf6636d3", "name": "invoice_id", "type": "string", "value": "={{ $('Code Build Notification').item.json.invoice_id }}" }, { "id": "0f54ae5d-87d0-473f-9076-3b17bc24ec0d", "name": "invoice_number", "type": "string", "value": "={{ $('Code Build Notification').item.json.invoice_number }}" }, { "id": "878b0587-95ee-4b69-8853-f51c1c356dfa", "name": "amount", "type": "string", "value": "={{ $('Code Build Notification').item.json.amount }}" }, { "id": "ef1c38e7-d845-4604-bb8f-908fcbbe4146", "name": "customer", "type": "string", "value": "={{ $('Code Build Notification').item.json.customer_name }}" }, { "id": "93d69fa3-86ca-4f0b-8db3-94d7177c10cf", "name": "public_url", "type": "string", "value": "={{ $('Code Build Notification').item.json.public_url }}" } ] } }, "typeVersion": 3.4 }, { "id": "f12591be-0ef5-4cc5-8232-a9058b77d8b6", "name": "Wait PDF Generation", "type": "n8n-nodes-base.wait", "position": [ 2288, -48 ], "parameters": { "amount": 30 }, "typeVersion": 1.1 }, { "id": "892471ed-1b8a-427c-a310-0f40ec49b632", "name": "PL Send Invoice Email", "type": "n8n-nodes-base.httpRequest", "position": [ 2512, -48 ], "parameters": { "url": "=https://app.pennylane.com/api/external/v2/customer_invoices/{{ $('PL Create Invoice').item.json.id }}/send_by_email", "method": "POST", "options": {}, "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth" }, "credentials": { "httpHeaderAuth": { "name": "" } }, "typeVersion": 4.4 }, { "id": "b73e78af-3604-4d70-a583-f0074877a411", "name": "GM Send Notification", "type": "n8n-nodes-base.gmail", "position": [ 3216, 176 ], "parameters": { "sendTo": "={{ $('Code Validate Payload').item.json.notification_email }}", "message": "=
\n
\n

New Invoice Created

\n
\n
\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
Customer{{ $('Code Build Notification').item.json.customer_name }}
Invoice{{ $('Code Build Notification').item.json.invoice_number }}
Amount HT{{ $('PL Create Invoice').item.json.currency_amount_before_tax }} EUR
Total TTC{{ $('Code Build Notification').item.json.amount }} EUR
Due date{{ $('Code Validate Payload').item.json.due_date }}
Status{{ $('PL Create Invoice').item.json.status }}
\n
\n \n

Sent automatically by n8n-pennylane-auto-invoicing

\n
", "options": {}, "subject": "=[Pennylane] Invoice {{ $('Code Build Notification').item.json.invoice_number }} created for {{ $('Code Build Notification').item.json.customer_name }}" }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.2 }, { "id": "88c6cf59-4ad7-4872-a7b1-116590237115", "name": "IF Has Notification Email", "type": "n8n-nodes-base.if", "position": [ 2992, 96 ], "parameters": { "options": {}, "conditions": { "options": { "version": 3, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "94e188dc-d883-4a77-aac1-06b5bed2dbff", "operator": { "type": "string", "operation": "notEmpty", "singleValue": true }, "leftValue": "={{ $('Code Validate Payload').item.json.notification_email }}", "rightValue": "" } ] } }, "typeVersion": 2.3 }, { "id": "adf964cd-ccdd-44c7-aaa3-4b035df2fa44", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 192, -272 ], "parameters": { "color": 5, "height": 624, "content": "## 1. Input\n\nReceives invoice data via POST webhook.\nAny CRM, form, or script can call this endpoint.\n\nSee `examples/` folder in the GitHub repo\nfor sample payloads." }, "typeVersion": 1 }, { "id": "50f9b391-c5ba-4b8e-8738-687added6648", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 432, -272 ], "parameters": { "color": 5, "width": 304, "height": 624, "content": "## 2. Validation\n\nChecks required fields:\n- customer_name\n- customer_email\n- items[] with label, quantity, unit_price\n\nApplies defaults:\n- country: FR\n- currency: EUR\n- vat_rate: FR_200\n- due_date: +30 days\n- payment_conditions: 30_days" }, "typeVersion": 1 }, { "id": "6e1dd244-3c60-405c-ae59-f1dc8a60a63c", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 736, -272 ], "parameters": { "color": 3, "width": 832, "height": 624, "content": "## 3. Customer lookup\n\nSearches Pennylane for an existing customer\nby email. Creates one if not found.\n\nEndpoint: GET /customers (filter by emails)\nEndpoint: POST /company_customers\n\nRequired billing_address fields:\naddress, postal_code, city, country_alpha2" }, "typeVersion": 1 }, { "id": "4a4c4708-448f-4b1c-9a21-ba0bcdf1f6ca", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 1568, -272 ], "parameters": { "color": 3, "width": 432, "height": 624, "content": "## 4. Invoice creation\n\nBuilds the invoice payload with line items,\nVAT, and deadline, then sends it to Pennylane.\n\nEndpoint: POST /customer_invoices\n\nAmounts must be strings (e.g. \"1500.00\").\nVAT codes: FR_200 (20%), FR_100 (10%),\nFR_055 (5.5%), exempt (0%).\n\nSet draft: true to create without finalizing." }, "typeVersion": 1 }, { "id": "53f73bb0-8e6f-4f4d-bf16-89af06cfa1bc", "name": "Sticky Note5", "type": "n8n-nodes-base.stickyNote", "position": [ 2000, -272 ], "parameters": { "color": 4, "width": 672, "height": 624, "content": "## 5. Email sending (optional)\n\nIf send_email is true in the payload,\nwaits 30s for PDF generation, then sends\nthe invoice to the customer via Pennylane.\n\nEndpoint: POST /customer_invoices/{id}/send_by_email\n\nA 409 means the PDF is not ready yet." }, "typeVersion": 1 }, { "id": "83320de8-8149-4bc1-b58d-c20c20b7b549", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 2672, -272 ], "parameters": { "color": 4, "width": 800, "height": 624, "content": "## 6. Notifications\n\nSlack: always sends a summary to your channel.\nGmail: sends an HTML notification if\nnotification_email is provided in the payload.\n\nBoth are optional. Remove or replace\nwith your preferred channel (Telegram, etc.)." }, "typeVersion": 1 }, { "id": "bfbe45e4-cacc-4784-a309-b378ed99a2ce", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ 3472, -272 ], "parameters": { "color": 5, "width": 368, "height": 624, "content": "## 7. Webhook response\n\nReturns a JSON response to the caller with:\n- success: true/false\n- invoice_id\n- invoice_number\n- amount\n- customer\n- public_url (link to PDF)\n\nConfigure Error Workflow in Settings\nfor production error handling." }, "typeVersion": 1 } ], "active": false, "settings": { "binaryMode": "separate", "callerPolicy": "workflowsFromSameOwner", "timeSavedMode": "fixed", "availableInMCP": true, "executionOrder": "v1", "timeSavedPerExecution": 5 }, "connections": { "IF Send Email": { "main": [ [ { "node": "Wait PDF Generation", "type": "main", "index": 0 } ], [ { "node": "Code Build Notification", "type": "main", "index": 0 } ] ] }, "Set Customer ID": { "main": [ [ { "node": "Code Build Invoice Payload", "type": "main", "index": 0 } ] ] }, "PL Create Invoice": { "main": [ [ { "node": "IF Send Email", "type": "main", "index": 0 } ] ] }, "IF Customer Exists": { "main": [ [ { "node": "Set Customer ID", "type": "main", "index": 0 } ], [ { "node": "PL Create Customer", "type": "main", "index": 0 } ] ] }, "PL Create Customer": { "main": [ [ { "node": "Set Customer ID", "type": "main", "index": 0 } ] ] }, "PL Search Customer": { "main": [ [ { "node": "IF Customer Exists", "type": "main", "index": 0 } ] ] }, "Wait PDF Generation": { "main": [ [ { "node": "PL Send Invoice Email", "type": "main", "index": 0 } ] ] }, "GM Send Notification": { "main": [ [ { "node": "Set Output Response", "type": "main", "index": 0 } ] ] }, "SL Send Notification": { "main": [ [ { "node": "Set Output Response", "type": "main", "index": 0 } ] ] }, "Code Validate Payload": { "main": [ [ { "node": "PL Search Customer", "type": "main", "index": 0 } ] ] }, "PL Send Invoice Email": { "main": [ [ { "node": "Code Build Notification", "type": "main", "index": 0 } ] ] }, "Code Build Notification": { "main": [ [ { "node": "SL Send Notification", "type": "main", "index": 0 }, { "node": "IF Has Notification Email", "type": "main", "index": 0 } ] ] }, "WH Receive Invoice Data": { "main": [ [ { "node": "Code Validate Payload", "type": "main", "index": 0 } ] ] }, "IF Has Notification Email": { "main": [ [ { "node": "GM Send Notification", "type": "main", "index": 0 } ], [ { "node": "Set Output Response", "type": "main", "index": 0 } ] ] }, "Code Build Invoice Payload": { "main": [ [ { "node": "PL Create Invoice", "type": "main", "index": 0 } ] ] } } }