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Integration
Credit notes created in Pennylane are read back automatically
A credit note created directly in Pennylane against an invoice is now taken into account everywhere: invoice history, client portal, finance and direct debit.
Until now, a credit note created directly in Pennylane was unknown to The Big One. It is now read back several times a day, when the invoice is opened and just before each direct debit.
What changes for you
- The credit note appears in its invoice's history, with its number, date and amounts. It is never added twice.
- The SEPA Direct Debit uses the invoice's remaining balance in Pennylane. If that balance does not match the known documents, the direct debit is blocked and both amounts are shown.
- In the client portal, the credit note appears under its invoice, like those created from The Big One.
- In finance, the credit note reduces the invoiced revenue of the invoice's month, once only.
- A credit note that mentions no invoice is marked “to link” and blocks that client's direct debit: write the invoice number in its description, in Pennylane. Creating the credit note from The Big One (Correction button) is still the simplest way.