HaloPSA × Pennylane
Our HaloPSA × Pennylane integration automatically keeps your customers, products, quotes, and invoices in sync between the two platforms. Quote acceptance, downpayment invoices, payment status - everything flows without manual intervention.
Everything You Need in One Integration
Built for MSPs and IT service companies running HaloPSA as their PSA and Pennylane as their accounting platform.
Complete Entity Sync
Clients, products, quotes, invoices, recurring invoices, and sales orders flow automatically from HaloPSA to Pennylane. No duplicates, no manual re-entry.
Bidirectional Status Sync
When an invoice is marked as paid in Pennylane, the status updates in HaloPSA automatically. Quote accepted or declined in Pennylane? HaloPSA knows instantly.
Guided Setup Wizard
A step-by-step 8-screen setup wizard guides you through connecting your HaloPSA and Pennylane accounts, configuring status mappings, and choosing sync directions.
See It in Action
A closer look at the integration dashboard, sync logs, entity mappings, and setup flow.
Roadmap
Considering
None
Planned
Multi-currency Billing
Handle quotes, invoices, and payments in multiple currencies with automatic exchange rate conversion.
Q4 2026
Pennylane Subscription Sync
Sync HaloPSA recurring invoices to Pennylane subscriptions.
Q4 2026
Extended Tax Rate Coverage (International)
Support complex international tax scenarios.
Q1 2027
Developing
Electronic Signature Option
Enable or disable Pennylane electronic signatures for quotes. Currently enabled by default.
Q3 2026
Quote Issuing Platform
Choose the issuing platform when generating quotes.
Q3 2026
Shipped
Complete Entity Sync
Automatically sync clients, products, quotes, invoices, and sales orders without duplicates.
Q1 2026
Bidirectional Status Sync
Sync payment statuses, quote acceptances, and cancellations in real time.
Q2 2026
Credit Notes Sync
Automatically create and sync credit notes.
Q3 2026
Deposit Invoices
Support deposit invoices and partial payments.
Q3 2026
Pricing
Included
Free
For organisations with 5 or more HaloPSA licenses purchased through Halentra.
Standard
€69 / month
For organisations without HaloPSA licenses purchased through Halentra.
