Part 1 / 5Necense
Pennylane API connection: reminders and receivables 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
- Manual export of the client ledger eliminated
- Payment statuses reliable to the day
- Invoice PDFs available in one click to attach to the reminder
Written by
Jean-Baptiste Duquesne
Partner — SEO, GEO & CRM
A web pioneer since 1995 and founder of 750g.com (sold to Webedia). At Good Morning AI he leads SEO, visibility inside generative engines (GEO) and customer lifecycle work.