Prerequisites
You need to have a valid Pennylane account and admin rights on Hyperline.Setup
Authenticate on Pennylane
If you are not already logged into Pennylane, enter your Pennylane credentials to proceed.
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).Hyperline only exports invoices created in Hyperline to Pennylane. Invoices imported from Pennylane into Hyperline (or linked to Hyperline-managed subscriptions) are not re-exported to avoid duplication and data conflicts.
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.
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.
Manage the integration
To reauthorize, reconfigure, resync, or disconnect this integration, see Manage connected integrations.Product and account codes
Pennylane may display account codes with trailing zeros, but these should be removed when configuring them in Hyperline to ensure proper synchronization.Troubleshooting sync errors
If a Pennylane sync fails, open the Pennylane integration issues page in Hyperline to review the latest error and retry once the data has been corrected. Common causes include:| Error | What to check |
|---|---|
| Duplicate payment | The payment may already exist in Pennylane, often because it was created manually or synced from the payment provider. Remove the duplicate or adjust the reconciliation in Pennylane before retrying. |
| Line total or VAT mismatch | Pennylane rejected the invoice because the line totals, tax rates, or VAT amounts do not match its expected calculation. Check the invoice lines, tax codes, and rounding before retrying. |
| Missing customer or account code | The linked customer, product account code, or ledger mapping is missing or invalid. Complete the mapping in Hyperline, then retry the sync. |
By default, only invoices, customers, and payments created after the Pennylane connection date are synchronized. If you need to push older data, contact support to request a backfill.
During some migrations, Pennylane can display an imported invoice as partially paid even when the invoice total is fully covered by payments. This usually comes from a header-total or reconciliation mismatch. Contact support with the invoice ID so the team can review the Pennylane response.