Microsoft Excel + Pennylane
Create new rows in Microsoft Excel for each new customer invoice in Pennylane
This template makes your financial record keeping hassle-free. Whenever there's a New Customer Invoice V2 event in Pennylane, a new row will be populated in your chosen Microsoft Excel spreadsheet. Stay organized by digitizing your invoice records and enjoy an efficient, seamless workflow.
This template makes your financial record keeping hassle-free. Whenever there's a New Customer Invoice V2 event in Pennylane, a new row will be populated in your chosen Microsoft Excel spreadsheet. Stay organized by digitizing your invoice records and enjoy an efficient, seamless workflow.
- When this happens...New Customer Invoice V2
Triggers when a new customer invoice is created or fetches existing invoices with optional filtering.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Cursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Invoice Number
Draft Status
Credit Note
External Reference
Try ItCursor
Limit
Sort
Customer ID
Try ItCompany nameRequired
VAT number
Registration number
Customer phone
Billing addressRequired
Billing postal codeRequired
Billing cityRequired
Billing country codeRequired
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
New Customer V2
Triggers when a new customer is created.
Try ItNew Product V2
Triggers when a new product is created.
Try ItStart dateRequired
Mode typeRequired
Mode email settings (legacy)
Email recipients
Payment conditionsRequired
Payment methodRequired
Recurring rule TypeRequired
Recurring rule Interval
Recurring rule Count
Day of month (for monthly recurrence)
Day of week (for weekly recurrence)
Customer IDRequired
Currency
Customer Invoice Template ID
PDF Invoice Free Text
PDF Invoice Subject
PDF Description
Special Mention
Language
Discount
Invoice Line Sections
Invoice Line LabelRequired
Invoice Line QuantityRequired
Invoice Line Raw Currency Unit PriceRequired
Invoice Line UnitRequired
Invoice Line VAT RateRequired
Invoice Line Description
Invoice Line Product ID
Invoice Line Ledger Account ID
Invoice Line Section Rank
Invoice Line Discount Type
Invoice Line Discount Value
Customer IDRequired
Company name
VAT number
Registration number
Customer phone
Billing address
Billing postal code
Billing city
Billing country code
Delivery address
Delivery postal code
Delivery city
Delivery country code
Customer payment conditions
Customer billing IBAN
Recipient
Reference
Ledger account number
Notes
Customer emails
External reference
Billing language
