Pennylane Sync - Dolibarr invoices and PDFs to Pennylane

Keep Dolibarr. Send your invoices to your accountant on Pennylane.

Your business runs on Dolibarr and your accountant uses Pennylane. Pennylane Sync automates the export of customer and supplier invoices with their PDFs, reducing manual exports and duplicate data entry.

Validating an invoice queues it for export. A scheduled task processes the queue, while Dolibarr shows completed exports, pending jobs and errors that need attention.

Less administration, clearer tracking

• Invoices and PDFs together: export invoice data, lines, VAT and the available main PDF.
• Keep invoicing: API calls run in the background and do not block invoice validation.
• Handle exceptions: read the error, correct the issue and retry the export.
• Catch up on previous invoices: queue validated invoices from a chosen starting date.
• Review monthly differences: compare invoice counts and totals between both systems.

What is exported?

Validated customer invoices, credit notes, deposits and supplier invoices with an available main PDF. A credit note can reference its original invoice when that invoice has already been imported. Customers and suppliers are created on first export; their details can subsequently be updated.

Dolibarr ledger account numbers are looked up in Pennylane and cached. If an account cannot be found, Pennylane applies its own allocation rules. Review these settings with your accountant.

Check before buying

• Dolibarr 20-24: Third Parties and Invoices modules, plus supplier invoicing for purchases. French and English interface.
• Pennylane API access: an Essential plan or higher under Pennylane’s conditions, administrator access and a V2 token with the required permissions. Your Pennylane subscription is separate.
• PHP: declared range 7.4-8.3; this release has been executed on PHP 8.2. cURL is required; OpenSSL is recommended for token encryption.
• A PDF is required: generate the sales invoice PDF or select the main supplier invoice PDF before export.
• Scheduled tasks: your hosting must support Dolibarr scheduled task execution.
• Currency: this release handles EUR companies and invoices. Foreign-currency invoices are flagged for separate handling.

Start with one invoice

1. Install the module and save your Pennylane API token.
2. Test the connection and verify the displayed Pennylane company.
3. Choose your starting date, enable exports and test an invoice with its PDF.
4. Review the result with your accountant, then configure recurring scheduled execution.

Frequently asked questions

Do I need to change my invoicing software?
No. Keep creating and validating invoices in Dolibarr.

What happens during an API outage?
Temporary failures are retried. Rejected data remains visible for correction and manual replay.

Are previously exported invoices updated?
No. Known imports are not recreated. Changes or cancellations after import require coordination with your accountant.

Are payments synchronized?
The module does not export payment entries or import paid statuses. It supplies the invoice number as a bank matching reference; matching depends on the transactions and references available in Pennylane.

Does the report verify every invoice?
No. It compares monthly aggregates. Invoices entered directly in Pennylane can explain differences, and matching totals are not an invoice-by-invoice audit.

Does this handle regulated e-invoice delivery?
This release performs accounting imports. It does not manage an approved platform’s e-invoicing lifecycle.

€129 excluding VAT — module purchase

Lifetime access to updates and downloads as listed on Dolistore. Pennylane subscriptions and any installation services are separate. Check your setup before buying: support@arcchester.com.

Independent connector by Arcchester, not affiliated with Pennylane SAS. Pennylane is a trademark of its owner.