UKTO Invoice Sync for Pennylane
| 开发者 | ukto |
|---|---|
| 更新时间 | 2026年10月8日 07:31 |
| 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.
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.
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.
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:
1.7.7
- 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.