Connect Billabex to your invoicing tool to automate the synchronization of your invoices, payments, and customer contacts.

Why connect your tool?

✓ Automatic synchronization
Your accounts, invoices, credit notes, and payments are synchronized continuously, with no manual action required.

✓ Always up-to-date data
Customer details, amounts, and payment statuses are automatically updated in Billabex.

✓ Time savings
No need to import invoices one by one. Set it up once and let it run.

✓ Zero errors
No risk of forgotten invoices, duplicate entries, or missing data.

Compatible tools

Pennylane

A French accounting and invoicing solution, widely used by SMBs and startups.

Highlights:

• Modern and intuitive interface
• OAuth2 connection in 3 clicks
• Full synchronization (accounts, contacts, invoices, credit notes, payments)

➡️ Connect Pennylane

Zoho Books

An international financial management software, suited for businesses of all sizes.

Highlights:

• Global multi-currency solution
• Multi-organization management
• Secure OAuth2 connection

➡️ Connect Zoho Books

What is synchronized?

Once your tool is connected, Billabex automatically synchronizes:

Customer invoices

• Invoice number
• Total amount (tax included)
• Issue and due dates
• Status (issued, overdue)

Credit notes

• Credit note number
• Amount
• Automatic application to customer invoices

Payments

• Payment date
• Amount paid

Accounts

• Company name
• Full contact details

Contacts

• First and last name
• Email

The data synchronization frequency varies by tool (hourly for Pennylane, once per day for Zoho Books).

How does it work?

1. OAuth2 connection

You authorize Billabex to access your data via a secure OAuth2 connection. Your credentials are never shared.

⏱️ Connection time: 2 minutes

2. Initial synchronization

Billabex retrieves your data: unpaid invoices (overdue and upcoming), credit notes, payments, accounts, and contacts.

⏱️ Duration: 5-10 minutes depending on volume

3. Ongoing synchronization

From then on, all your new invoices, payments, and changes are synchronized automatically.

✅ No action required on your part

Advanced options

Exclude certain accounts

You can choose not to synchronize certain customers:

At connection: add the IDs of accounts to exclude (blocklist) at the Configuration step
After connection: exclude an account from the account page

Use cases:

• VIP customers managed manually
• Internal accounts
• Customers with specific payment methods such as direct debit

Remove the connection

You can remove the connection with your tool at any time from Settings > Connections.

Previously synchronized data remains in Billabex but will no longer be updated.