UKTO Invoice Sync for Pennylane

This plugin connects your WooCommerce store to the Pennylane accounting platform. Invoices are
issued by Pennylane, which keeps legal numbering and archiving where they belong — the plugin
never generates an invoice itself.

Create a compliant, legally numbered invoice for any order with a single click: the customer, the
invoice lines, the VAT treatment and the legal mentions are all built for you.

Features:

• One-click invoicing — a “Create invoice” button on every WooCommerce order. The invoice is
  created as a draft in Pennylane, then finalized (legal numbering) automatically, and the
  Factur-X PDF is retrievable from the order screen.
• Customer sync — companies and individuals are created in Pennylane with their billing
  details, and reused on the next order (no duplicates).
• Full VAT and OSS mapping — French rates (20 %, 10 %, 5.5 %, 2.1 %), intra-EU B2B reverse
  charge, intra-EU B2C (OSS), exports outside the EU. The right legal mention is written on the
  invoice automatically.
• EU VAT number at checkout — an optional VAT number field for business customers (classic
  checkout and Checkout Blocks), format-checked, with VIES validation (the official European
  Commission service) to secure the exemption.
• B2B VAT exemption at checkout (optional) — charge no VAT to EU businesses with a validated
  VAT number: the customer pays the net amount and the invoice carries the legal intra-Community
  exemption mention. Off by default (it changes what customers pay, and intra-Community supplies
  require filing the EC Sales List — check with your accountant). Whatever you choose, the
  invoice always follows the money: if VAT was collected, the invoice is issued with that VAT.
• OSS awareness — tell the plugin whether the store is registered for the EU One-Stop Shop:
  under the €10,000 threshold, EU consumers are invoiced with French VAT codes; OSS-registered
  stores get destination-country VAT codes.
• Company ID (SIRET) at checkout with auto-fill — French business customers type their SIRET
  and the company name and address fill in automatically (public data from data.gouv.fr).
• Invoice PDF in My Account — customers can download their invoice from their account,
  through a secure endpoint.
• Test mode (dry run) — validate your whole configuration without sending anything to
  Pennylane: payloads are built and written to the logs, nothing else.
• Diagnostics tab — token check, live API permission check, decimals check, logs shortcut:
  see at a glance why something would not work.
• HPOS and Checkout Blocks compatible — works with the classic checkout and the block-based
  checkout, with or without High-Performance Order Storage.

The free plugin is fully functional on its own and is not time-limited.

Need automation? The Pro version adds automatic invoicing on
status change, credit notes on refunds, payment reconciliation, invoice e-mailing to the customer
(your template or Pennylane’s), product mapping, bulk actions with ZIP export, backfill of past
orders, integrity checks, weekly summary, failure alerts and WP-CLI commands.

This plugin is not affiliated with, nor endorsed by, Pennylane. “Pennylane” is a trademark of its
respective owner and is used here only to describe compatibility.

External services

This plugin communicates with the following third-party services. Nothing is sent without your
configuration or the customer’s own input, and none of these calls carry marketing or tracking
data:

• Pennylane API (https://app.pennylane.com) — the purpose of the plugin. When you create an
  invoice, the order data (customer billing details, invoice lines, totals, VAT) is sent to your
  own Pennylane account using the API token you configured. Nothing is sent before a token is
  configured and an invoice is triggered.
  Terms of service: https://www.pennylane.com/fr/conditions-generales
  Privacy policy: https://www.pennylane.com/fr/legal/privacy
• VIES (European Commission, https://ec.europa.eu) — optional, off by default. When enabled,
  the VAT number typed by a business customer at checkout (and only that number) is checked
  against the European Commission’s official VAT validation service. Disabled by default: it
  only runs after you switch it on in WooCommerce > Pennylane > Checkout.
  Terms of use: https://ec.europa.eu/taxation_customs/vies/
  Privacy policy: https://commission.europa.eu/privacy-policy_en
• Recherche d’entreprises (https://recherche-entreprises.api.gouv.fr) — optional, off by
  default. When enabled, the company ID (SIRET) typed by the customer (and only that) is sent to
  the French government’s public company directory to retrieve the company name and address.
  Disabled by default: it only runs after you switch it on in WooCommerce > Pennylane > Checkout.
  Terms of use: https://www.data.gouv.fr/pages/legal/cgu/
  Service documentation: https://api.gouv.fr/les-api/api-recherche-entreprises