UKTO Invoice Sync for Pennylane
| 开发者 | ukto |
|---|---|
| 更新时间 | 2026年11月12日 20:32 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 7.1 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
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.
- 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.
安装:
- Install and activate the plugin (WooCommerce must be active).
- Go to WooCommerce → Pennylane → Connection and paste your Pennylane API token (in Pennylane: Settings → Connectivity → Developers). Required permissions: customers read/write, customer invoices read/write, products read.
- Click "Test connection": all three permissions must be green.
- Open the Invoicing tab and review the settings. Enable test mode and create a test invoice from any order: the full payload is written to the logs (WooCommerce → Status → Logs, source "pennylane") without anything being sent to your accounting.
- Happy with the payloads? Turn test mode off and invoice for real.
屏幕截图:
常见问题:
Is this an official Pennylane plugin?
No. It is an independent integration built on the public Pennylane API (v2). It is not affiliated with, endorsed by or sponsored by Pennylane.
Do I need a Pennylane account?
Yes. The plugin sends invoices to your Pennylane account through the official API. Any Pennylane plan that includes API access works.
Does the plugin generate the invoices itself?
No. Invoices are created and numbered by Pennylane through its API. The plugin sends the order data and retrieves the resulting document, so legal numbering stays in your accounting software.
Which VAT cases are handled?
Domestic French sales at any legal rate, intra-EU B2B with a validated VAT number (intra-Community supply exemption, Article 138 of Directive 2006/112/EC), intra-EU B2C (OSS — the customer country's rate as configured in WooCommerce), and exports outside the EU (article 262 I of the French tax code). The matching legal mention is written on the invoice.
What happens if VIES is down?
Nothing blocks. The order goes through and the VAT number is re-checked at invoicing time; a note is added to the order so you can verify manually. If the B2B exemption option is on and VIES cannot confirm the number at checkout, VAT is charged — and the invoice then follows what was actually collected.
Can EU business customers buy without VAT?
Yes, as an option (off by default): enable "B2B checkout — VAT exemption" in the Invoicing tab. With a validated EU VAT number, the customer pays the net amount and the invoice carries the intra-Community exemption mention (Article 138 of Directive 2006/112/EC). Selling VAT-free intra-Community supplies requires filing the EC Sales List — check with your accountant first.
Can several WooCommerce stores share one Pennylane account?
Yes. Install the plugin on each store with the same Pennylane account, and give each store a short, different "Store identifier" in the Invoicing tab (for example paris and lyon). Invoices from all stores follow the single legal numbering of your Pennylane account, and the order reference shown in Pennylane tells the stores apart (paris-1234, lyon-1234).
Is test mode safe on a live store?
Yes. With test mode enabled, no write request reaches Pennylane: the API client blocks them centrally and payloads are only written to the WooCommerce logs so you can review them before going live — with customer names, addresses, phone numbers and e-mail addresses masked.
Where are the logs?
WooCommerce → Status → Logs, source "pennylane". Every API error is logged with the full
response, and every order keeps its own note trail. Customers' personal data is masked in the
logs; to log it in full while debugging, return true from the isfp_log_personal_data filter.
Can invoices be created automatically?
Automatic invoicing on status change — plus credit notes, reconciliation, customer e-mailing, bulk actions and backfill — is part of the Pro version.
更新日志:
1.8.3
- No change in this plugin: version number aligned with the Pro add-on 1.8.3.
- Discounts are now readable on the invoice. When a coupon applies to a product, the line is sent with the price before the discount and the discount itself. The Pennylane PDF now reads, for instance, "3 × 33.33, discount 10.00, total 89.99". Until now the discount was folded into the unit price, which the PDF rounds to two decimals: the total was right, but "3 × 30.00 = 89.99" could not be checked by reading it. Lines without a discount are unchanged.
- Several WooCommerce stores, one Pennylane account. A new "Store identifier" setting (Invoicing tab, empty by default) gives each store its own references: the order reference shown in Pennylane becomes, for instance, paris-1234, and the external reference of invoices and credit notes includes the store too. Until now two stores sent the same external reference for two different orders (each WooCommerce numbers its orders on its own), and nothing in Pennylane told which store an invoice came from. Single-store sites see no change.
- Customers buying first as individuals, then as businesses, now get a business invoice on a business record. The Pennylane customer remembered on a WordPress account used to be reused for every later order: a B2B invoice could land on the buyer's individual record, without their VAT number — a mandatory mention on a VAT-exempt intra-Community invoice. The remembered record is now only reused for the same identity (individual, or the same company, VAT and SIRET numbers); otherwise the right record is looked up or created.
- Customer lookup in Pennylane is now a single filtered request (e-mail and customer type) instead of scanning the whole account page by page — up to 50 calls, and a duplicate customer beyond 5,000. If Pennylane rejects or ignores the filter, the previous full scan is used. Two companies sharing one e-mail address (an accounting firm, for instance) are told apart by their VAT and SIRET numbers.
- Personal data is no longer written to the logs. Test mode — on by default — logged each
customer's name, address, phone number and e-mail address. They are now masked (amounts, VAT
rates and references stay readable). The
isfp_log_personal_datafilter restores full values for one-off debugging. - SIRET lookup at checkout: the setting is now checked on the server side (the endpoint kept
answering for up to 24 hours after the option was turned off); cached answers no longer count
towards the rate limit; a store-wide ceiling is added, and the
isfp_siret_client_ipfilter lets stores behind a CDN or reverse proxy rate-limit per visitor. Its messages can now be translated and the server's explanation is shown to the customer. - Order actions: each action link is now signed for that action only (one nonce used to cover every action of an order).
- Customer invoice download (My account): fetched with
wp_safe_remote_get, size-capped, and only served when the file really is a PDF — a hosting error page is no longer sent as "invoice.pdf". - Uninstalling the plugin no longer deletes the Pro extension's settings, and now removes all of its own options (B2B exemption, OSS, the pre-1.7 API token, caches and locks).
- The B2B VAT exemption now requires VIES validation. Until now, with VIES turned off, only the format of the number was checked: anyone could type a correctly formatted EU VAT number — including a private individual — and pay no VAT, while the invoice went out as a VAT-exempt intra-Community supply. That VAT is then owed by the merchant. The exemption is now only granted when VIES confirms the number. If you have the exemption enabled without VIES, enable VIES validation in the Invoicing tab: until you do, VAT is charged to every customer, and a warning says so on the settings page.
- Fixed: on a fresh install the API token could not be used. WordPress runs the settings sanitizer twice the first time an option is saved, and the token was encrypted on each pass: the plugin then read back ciphertext instead of the token, and every call to Pennylane was rejected until the token was pasted a second time. The token is now stored in a format the sanitizer recognises, and tokens already stored twice-encrypted are repaired automatically.
- Fixed: invoices for customers outside the EU or in French overseas territories, when VAT had been collected. Many stores charge French VAT to everyone. Such a customer paid 120 but received a VAT-exempt invoice for 100 with an export mention. When VAT was collected, the invoice now carries it at the rate actually applied, and the order gets a note. Exports on which no VAT was collected are unchanged: still exempt, with their legal mention.
- E-invoicing status is now surfaced. Since March 2026 the Pennylane API returns an
e_invoicingobject on invoice creation and finalization, telling you what the approved platform did with the invoice. The plugin ignored it: an invoice refused or rejected by the platform still showed up as simply "finalized" and nobody was told. The status is now stored, shown on the order screen, and a refusal, rejection or dispute adds an order note and a log entry. French e-invoicing has been mandatory since 1 September 2026, so a silent rejection is not a theoretical problem. - The invoice file is now checked against the API's
factur_xflag instead of being assumed to be Factur-X, and the result is shown on the order screen. - Orders are sent to Pennylane with
sales_order_reference(e-invoice field BT-14), so the WooCommerce order number is visible from Pennylane. Until now the link between an invoice and its order only existed inside WordPress.
- The bundled French translation was out of sync with the one reviewed on translate.wordpress.org: the shipped file still carried glossary terms that had already been corrected there. Both are now identical, including the non-breaking spaces.
- French translation switched to inclusive forms for "customer", following the fr_FR glossary and a review request from the WordPress French translation team.
- The checkout field is now called SIRET everywhere, which is what it actually is: a French company identifier, 14 digits, checked against the French public company directory. Calling it a generic "company ID" was misleading.
- Further French glossary corrections after a second review by the WordPress French team.
- French translation reworked after review by the WordPress French translation team: glossary terms and non-breaking spaces now follow the official style guide.
- Fixed the readme pointing to a "Checkout" settings tab that does not exist — VIES and SIRET settings are in the Invoicing tab.
- The plugin header is translated too, so the Plugins screen no longer shows a French interface next to an English description.
- French translation now ships with the plugin, so French stores get a French admin right away. It steps aside automatically as soon as the community language pack from translate.wordpress.org becomes available.
- Links to the plugin site now open in the language of your WordPress admin, and land on the edition comparison rather than the top of the page.
- First release on WordPress.org.
- Renamed to "UKTO Invoice Sync for Pennylane"; option and hook prefixes moved to
isfp_, with a one-time migration so existing settings are preserved. - VIES validation and company-ID auto-fill are now off by default: nothing is sent to a third party until you enable it.
- Invoice locking now relies on a database uniqueness constraint, so two simultaneous requests can no longer create two numbered invoices.
- VAT numbers are format-checked before any cache write or network call.
- Submitted for review, never publicly released.
- One-click invoicing (draft + finalization by Pennylane) from the order screen.
- Customer sync (companies and individuals) without duplicates.
- Full VAT mapping: FR rates, intra-EU B2B reverse charge, OSS, exports — with automatic legal mentions.
- EU VAT number checkout field with VIES validation.
- Optional B2B VAT exemption at checkout (validated EU VAT number → net price + legal mention).
- OSS setting: French VAT codes under the €10,000 threshold, destination codes when OSS-registered.
- SIRET checkout field with company auto-fill (data.gouv.fr).
- Invoice PDF download in My Account.
- Test mode (dry run), diagnostics tab, detailed logging.
- HPOS and Checkout Blocks compatibility.
- Before this public release, the plugin went through six private iterations (1.0 → 1.5) on a production pilot store, including a full code review with every confirmed finding fixed.