Pennylane
Invoice numbering
Set up numbering before creating final invoices in Pennylane
Why configure numbering?
In Pennylane, the Final status (finalized, non-editable invoice) requires that a numbering format be configured beforehand. Without this configuration, Pennylane will refuse to create final invoices.
If you choose Final as the status of the invoice to create in Order Invoicer without having set up numbering in Pennylane, the sync will fail with a validation error.
How to configure numbering
- Log in to your Pennylane account
- Go to Settings > Customer invoice editor
- In the Numbering section, define your format (e.g.
FACT-{YYYY}-{0000}) - Save the settings
For more details, see the Pennylane help: numbering invoices and configuring the customer invoice editor.
Recommendation
If you are just getting started, begin with the Draft status. You will be able to switch to Final once numbering is configured and your first documents have been checked.