🚨 Prerequisites: Have your own Pennylane account.
Configuring the "e-invoicing" Connection and Registering with the Accredited Platform
Check Your User Permissions
Before you can use the connector, you must first activate the "e-invoicing" module in your Boond environment.
Go to First Name > Administration > Managers / roles > Click on your role or the relevant role:
⚙️ If you do not have access to this section, please contact your internal administrator.
Once in your role settings, go to the "Administration" sub-tab and tick the "E-invoicing connection" option.
➡️ Don't see the connector?
Log out completely, then log back into Boond.
Once this step is done, you can configure the connector and register your company with the Accredited Platform.
Configure the Connector
Next, go to Administration > Advanced Settings section, where you can access the Electronic Invoicing module. From this module, you can add and configure a new connector:
Configuring the Connector
Go to Administration > Advanced Configuration to access the Electronic Invoicing module:
From this module, you can add and configure a new connector:
Step 1: Select the relevant agencies sharing the same legal entity ID (SIREN)
Step 2: Choose your accredited platform
Want to learn more about the B2BRouter integration?
Click this link 🚀
Step 3: Sync Boond and Pennylane
Click the blue button to be redirected to the Pennylane login page and log in
Step 4: Authorize the Boond & Pennylane connection
Confirm the details and grant permission to be redirected back to Boond
Step 5: Confirm to finalize the configuration
Send Your Invoices via Boond
Recipient Configuration
You must now configure your client's billing details and add their Peppol identifier (identifiant d'adressage). Your client should provide this to you, but you can also find it via the directory.
💡 First Step:
If you haven't already, add the "Peppol" delivery method (the exchange format used by Certified Platforms to ensure interoperability) for sending invoices!
To do this, go to Administration > Global Settings > Billing > Sending Modes and add a new row.
In France, this identifier usually follows this format: 0225:CLIENT_SIREN (e.g., 0225:123456789).
Depending on the case, it can also take one of the following formats:
0225:SIREN_SIRET(for a specific establishment, e.g.,0225:123456789_12345678900012)0225:SIREN_SUFFIX(internal suffix defined by the client, e.g.,0225:123456789_PURCHASING)
Go to your client's Company card > Billing tab > Instructions Sub-Tab to create new billing details or modify the existing ones to add their Peppol identifier.
⚠️ Warning !
The identifier must be entered without spaces or separators in the billing details.
✅ Correct: 0225:123456789
❌ Incorrect: 0225:123 456 789
💡 Good to know: No need to know your client's Certified Platform (PA)
The PPF central directory automatically handles routing between Accredited Platforms. You only need to know your client's Peppol identifier.
Sending Your Invoice from Boond to Pennylane
Generate your invoice as you usually do.
In the Billing module > Invoices View, filter by invoices in the "Creation" state (or equivalent in your settings) and set the sending mode to "Peppol" (or Accredited Platform, depending on your naming setup).
Open the invoice > click the envelope icon in the top right corner of your screen > choose "Send via Pennylane".
Set the post-send invoice status to "Transmitted to client" (or equivalent in your settings).
Your invoice is sent to Pennylane, but not yet sent via Peppol.
Use the record navigation arrows at the top of your screen to move to the next invoice and repeat the sending procedure via Pennylane.
🚨 At this stage, your invoices are sent to Pennylane, but not yet to your client via Peppol.
Log in to Pennylane now to send them via Peppol.
Once sent, the invoice is locked and can no longer be modified, guaranteeing its traceability and legal validity as required by French tax authorities (DGFiP).
Direct Sending via Pennylane & Peppol (No Intermediary)
⏰ Coming soon
Bulk Sending
⏰ Coming soon