🔓 Required permission: Super Admin.
💡 Only approved and marked as sent invoices are synchronized. Draft invoices are never transferred, so you remain fully in control of what gets sent.
I) Connect Pennylane to OOTI
On the platform, go to First Name > Settings > Billing > Integrations.
Select the Pennylane option, then enter your API key (see II) Retrieving Your Pennylane API Key) to connect your Pennylane account.
II) Retrieve Your Pennylane API Key
In your Pennylane account, go to Settings > Connectivity > Developer, then generate a new API token.
When creating the token, select the following permissions:
Customer — Read & Write
Customer Invoice — Read & Write
Supplier Invoice — Read & Write (coming soon to support upcoming e-invoicing requirements; this feature is not yet available)
File — Required to attach PDF documents
Choose Unlimited validity, then copy the generated token and paste it into the software.
⚠️ Access to this section requires a Pennylane administrator account. If you do not have access, please contact your accountant.
III) Sync your invoices
Once connected, a new "Sync with Pennylane" option will appear in your invoice menu.
For an invoice already existing in Pennylane: the synchronization simply links it, without creating a duplicate.
For a new invoice: it is automatically created in Pennylane, along with its attached PDF.
That's it! 🎉 Your approved invoices from your platform are now automatically synced to Pennylane.