Pennylane

The Pennylane integration connects one Pennylane company to Tiquo through the Pennylane Company API v2.

What the integration synchronizes

From Tiquo to Pennylane:

• The invoices and credit notes Tiquo issues, with Tiquo's invoice number, date, buyer, lines, VAT per line and totals, and the PDF attached. Invoices paid through Stripe are matched to their payment automatically, and credit notes are linked to the invoice they credit.
• The invoice buyer, as a Pennylane customer (company or individual), created with the first invoice made out to them. Tiquo customers and companies with a full billing address are kept up to date too.

A sale with only a receipt is not an invoice and is not sent. To send it, issue an invoice from the order page with the buyer's details. Receipts, payments and products are not sent: Pennylane gets payments from its own Stripe and bank connections.

From Pennylane to Tiquo:

• Customer and supplier invoices and credit notes, with their number, dates, totals, VAT total, balance and status. Documents that came from Tiquo stay linked to their order.
• Customers, suppliers, products, ledger accounts and entries, read-only, for mapping and reporting.

Settings shows this under What syncs with Pennylane.

Before you begin

Connect Pennylane

1. In Tiquo, open Settings > Integrations.
2. Find Pennylane and select Connect.
3. Sign in to Pennylane.
4. Choose the Pennylane company and review the requested access.
5. Approve the connection.
6. When the success message appears, return to Tiquo and open Pennylane > Settings.

Configure and use Pennylane in Tiquo

1. Under Data flow, turn on Pennylane to Tiquo for inbound Pennylane records, and Tiquo to Pennylane to send Pennylane the invoices and credit notes Tiquo issues.
2. Under Documents to import, choose Sales invoices, Bills and purchases, or both, and whether Draft invoices and Voided invoices are imported.
3. Under Invoice defaults, choose a Fallback currency. It is the only default Pennylane uses, because each invoice carries its own buyer, lines and VAT.
4. Optional: add Custom field mappings, for example to send the Tiquo order number to a Pennylane invoice field.
5. Under Sync rules, choose which version to keep when a linked document changes in both systems.
6. Select Save settings.

See the accounting integration settings for what each setting does. Confirm tax settings with your accountant before sending production invoices.

French electronic invoicing

Tiquo acts as the upstream source of operational and sales data. Pennylane can act as the legal invoicing platform and approved platform for the connected company, subject to the company's Pennylane subscription, configuration, and applicable legal requirements. Connecting Tiquo does not itself register Tiquo as an approved platform or replace the company's compliance review.

Initial sync and duplicate handling

The first run imports supported records from the connected company. External references link Pennylane records to Tiquo and identify the record to update on later writes.

Open Data flow health to review processed records and outbound failures. See Data flow health. Disconnecting stops future syncs but does not remove existing invoices or other records from either system.

For help, contact support@tiquo.co.

Issued invoices and credit notes

Outbound sales-document sync follows the invoices and credit notes Tiquo actually issues. An order can produce several documents over time, so Pennylane does not create a single replacement invoice for every order. Issued documents retain their own references and payment or refund links.

Linked Pennylane invoices appear on their Tiquo order. Check those links and Data flow health before creating a document manually to resolve a suspected missing sync.

For custom field mappings, choose the Pennylane field from the available dropdown. Review the selected field as well as the Tiquo source before saving the mapping.