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Pennylane

Your app creates customer invoices in Pennylane (drafts by default), finds your customers and lists your invoices, from its server with your company API token.

Category : Banking and accounting · Service website : www.pennylane.com

  • Create an order’s invoice as a draft
  • Unpaid invoices dashboard
  • Create a customer from a form
  • Create customers and invoices (drafts by default)
  • Read your invoices and customers
  • Test the token by reading your company
  • Delete a finalized invoice
  • Act beyond the rights you give the token
  • Show your key in the chat, in browser code or in logs
  • Use it outside of this project’s app
  • Company API token (PENNYLANE_TOKEN, secret: encrypted, read only by the app’s server) : Your Pennylane company API token: Settings → Connectivity → Developers → Generate an API token (API V2, read and write to create invoices). Where to find it
  1. Mention it in your request (the + menu of the input → Connectors, or type @), for example: “Add a contact form with @Pennylane”.
  2. The agent adds the app server if needed, writes the code and asks you for missing values with a card in the chat.
  3. You can also save it once on the Highwind Connectors page: the connection then links to any project in one click. Technical id: pennylane.

Included in your Pennylane plan (Essential or higher)

Learn more: Connectors overview and App secrets.