Connect your e-commerce to Pennylane

Yes. At the Pennylane connection step, you can generate a link for your accountant to authorize access to the company. They do not need an OrderInvoicer account for this step. Whether you can authorize the connection yourself depends on your Pennylane subscription; the connection guide explains the options.

Check whether the workflow is configured to create drafts or finalized documents. Finalization can also require numbering or other settings in your invoicing software. Payment synchronization may need a validated document, so a draft can also explain why the invoice is not marked as paid.

Matching depends on the destination and its customer settings, such as matching by email or name where available. Check the chosen rule and the billing data supplied by your store. Do not assume several buyers with different emails will automatically become one company record, or that all existing customer fields will be overwritten.

Automatic invoice email is available for destinations that support this workflow and plans that include it. Enable it in the workflow settings and check the recipient, document status and email configuration in the destination software. Creating an invoice alone does not mean it has been emailed.

Where supported, the connector accounting settings let you configure mapping rules for items such as VAT rates, line types or product references. Accounting-entry workflows and their grouping options depend on the destination and plan. Confirm the mapping with your accountant before processing a full period.

Product workflows depend on the destination and your plan. Product matching can use SKU references, so consistent references help avoid unintended duplicates. Product creation, price updates and stock movements are different operations; enabling one does not automatically enable the others.