Pennylane
Learn how to push your invoicing data in your accounting tool
Pennylane is a French financial and accounting management solution, available as SaaS.
Prerequisites
You need to have a valid Pennylane account and admin rights on Hyperline.
Setup
In Hyperline, navigate to the Settings > Integrations page
Click Connect on the Pennylane card
Authenticate on Pennylane
If you are not already logged into Pennylane, enter your Pennylane credentials to proceed.
Select the company you wish to connect
Select and authorize the company you want to use.
That's it!
Your Hyperline account is ready to send invoices and credit notes.
Reconcile Hyperline and Pennylane customers
If you already have existing customers in Pennylane, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.
Synchronization
When you connect your Pennylane account, Hyperline automatically sends invoices with their complete details (including line items and PDF file).
If you use Stripe Payments or GoCardless with Hyperline, you also must connect them directly to your Pennylane account to ensure proper enrichment and reconciliation flow in Pennylane.
By default, only invoices and customers created after the connection date will sync. If you need to push older data to Pennylane, please contact our support team.
Customer synchronization
Hyperline supports 2 modes of synchronization for customers:
- no synchronization: customers are not synchronized with Pennylane.
- from Hyperline to Pennylane: customers created in Hyperline are automatically created in Pennylane with their details.
Alternatively, you can manually link a Pennylane customer to a Hyperline customer. On the Hyperline customer page, click the Edit button in the Integrations section, then paste either the Pennylane customer ID or the URL to the Pennylane customer page.
Payment synchronization
Hyperline supports 3 modes of synchronization for payments:
- no synchronization: payments are not synchronized with Pennylane.
- from Hyperline to Pennylane: payments created in Hyperline are automatically created in Pennylane and associated to the corresponding invoice. Due to Pennylane API limitation, only payments done using Stripe or GoCardless can be synced.
- from Pennylane to Hyperline: payments created in Pennylane are automatically created in Hyperline, and the status of the invoice is updated accordingly.
The synchronization delay is 5 minutes maximum.