Pennylane API Connection: a client and invoice database that is always up to date

What was done

We connected the application to the Pennylane API to continuously import:

clients and their billing contact details,
finalized invoices with total amount (inc. tax), amount (excl. tax), currency, issue date, and due date,
payment status (pending, overdue, partially paid, paid),
the PDF of each invoice, stored and attached to the client file.

Synchronization can be triggered with one click by an administrator and updates discrepancies: new invoices, settled invoices, missing PDFs. No double entry, no manual export.

Client benefit

Accounting remains the source of truth: no one re-enters an invoice. Sales reps work on today's data rather than an export from last week, which eliminates reminders for invoices already paid — the leading cause of credibility loss with clients.

Results achieved

Export manuel du grand livre client supprimé
Statuts de règlement fiables à la journée
PDF de facture disponibles en un clic pour joindre à la relance