Key concepts
Concept | What it is | Where to find it |
Pennylane connection | The link that lets OOTI send and receive your e-invoices through Pennylane, OOTI’s approved platform partner. | Settings > Invoicing > E-invoicing |
Team | In OOTI, the Pennylane connection is set up team by team. Each team is linked to a company in Pennylane. | Team: menu at the top of the E-invoicing page |
Before you start
You must be an administrator of your OOTI workspace (superadmin permission).
Have your Pennylane login details at hand: those of the account that has access to the company concerned.
If several teams in your workspace are disconnected, plan to repeat the procedure for each of them.
Step 1: Open the E-invoicing page
Go to Settings > Invoicing > E-invoicing.
If your workspace has several teams, select the team concerned in the Team: menu at the top of the page.
Check that the fields are filled in: team, address, SIREN (French company registration number), NAF code (French business activity code), last name, first name and mobile number.
Important: if the address, SIREN or NAF code is missing, fill them in under Settings > General > Entities. The mobile number is entered on the profile of the team member making the connection.
Step 2: Restart the connection with your existing account
When asked “Do you already have a Pennylane account?”, click I already have an account.
Click Continue. You are redirected to Pennylane.
Important: do not click Create my free account. This would create a second Pennylane account for your company.
Step 3: Authorize OOTI’s access in Pennylane
Log in to Pennylane with the login details of the account that has access to the company concerned.
If Pennylane asks you to, choose the company that matches the team selected in OOTI.
Authorize OOTI to access your Pennylane account.
Good to know: this authorization page is normal. It restores the link between OOTI and Pennylane and does not create a new e-invoicing registration.
Step 4: Check that the connection is restored
Go back to OOTI, on the E-invoicing page.
Check that the Disconnect button appears instead of the Create my free account and I already have an account buttons. If so, the connection is restored.
If a message prompts you to Complete activation in Pennylane, click it and follow the steps in Pennylane.
If several teams are affected, select the next team in the Team: menu and start again from step 1.
Frequently asked questions
Have I lost my information or my e-invoicing registration?
No. The disconnection only breaks the link between OOTI and Pennylane. Your information and your registration with Pennylane remain intact.
Do I need to create a new Pennylane account?
No. Always click I already have an account. The Create my free account button would create a second Pennylane account.
Why is Pennylane asking me to authorize OOTI again?
This is the step that restores the link between the two tools. It does not restart your e-invoicing registration.
My firm has several teams: what should I do?
The connection is set up team by team. Repeat the procedure for each team concerned, selecting it in the Team: menu.
How do I know the reconnection worked?
On the E-invoicing page, the Disconnect button replaces the two connection buttons.
A “Complete activation in Pennylane” message appears: what should I do?
Click the message. Pennylane will guide you through finalizing the activation.
Who can carry out the reconnection?
An administrator of your OOTI workspace who also has the Pennylane login details of the account with access to the company.
Some fields on the page are empty: is that a problem?
Fill them in before connecting. The address, SIREN and NAF code are entered under Settings > General > Entities, and the mobile number on the team member’s profile.
Learn more
Any questions? Feel free to contact us via the chat bubble.