Pennylane automation · runs weekly

Follow up on unpaid Pennylane invoices

Every Monday someone opens the late invoices in Pennylane, works out who really still owes money and who paid by transfer that was never matched, and writes to the rest.

Cotlet does it in your own Pennylane account with list_customer_invoices, get_customer_invoice, list_transactions and send_customer_invoice, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can Pennylane do this on its own?

Pennylane has native email reminder scenarios and sequences for unpaid invoices, and its API lists invoices with a status and the remaining amount (checked 14 Oct 2026). The official list endpoint cannot filter by status or due date, and the official MCP server is read-only. The reminder sequence runs on rules, so the gap is judgement: skipping the customer who promised payment on Friday and flagging the transfer nobody matched.

How you do it in Pennylane today

  1. Open the dashboard, where Pennylane shows invoice status and the payments to chase in real time, and open the customer invoices that are late.
  2. For each late invoice, check whether the money already arrived: a payment made outside Pennylane, such as a bank transfer, has to be matched to the invoice by hand in the app.
  3. Pennylane scans bank transactions for the invoice number or a custom reference in the transfer label, so a customer who left the label out leaves the invoice unmatched.
  4. For invoices that are really unpaid, resend the invoice by email, or rely on the email reminder scenarios and sequences that Pennylane lets you configure.
  5. Keep a running list of who was chased and when, because the reminders in Pennylane do not tell you who you agreed to wait for.

How to follow up on unpaid Pennylane invoices

Prompt

Every Monday, list the Pennylane customer invoices that are late. Group them by customer with the amount still owed, look in last week's bank transactions for a credit I may have missed, and resend the invoice by email only to the customers I name.
  1. 01

    Pull the late invoices

    The agent calls list_customer_invoices with status late and pages until has_more is false, so a customer with many open invoices is never cut off after the first page.

  2. 02

    Check for missed payments

    For each invoice it calls get_customer_invoice for the payments and matched transactions, then list_transactions for recent credits that carry the invoice number or the exact remaining amount. An invoice with such an unmatched credit goes into a "check in Pennylane" list instead of the chase list.

  3. 03

    Group and total

    Invoices are grouped by customer, with the sum still owed per customer, the oldest due date and the number of days late, so you see the customer who owes 3 invoices before the one who owes 1.

  4. 04

    Resend only where you said so

    send_customer_invoice runs only for the customers you named in the prompt or after your reply. The agent never chases a customer you did not name, because an email reaches the customer.

  5. 05

    Report what was sent

    The report lists who got the invoice again today and who was left alone, so you can see on Monday evening whom you still have to call.

What you get back

Example data

3 late invoices, 4,728.00 incl. VAT in total
Atelier Lumen SARL: F-2026-0148, 2,400.00, due 30 Sep
Studio Marais SAS: F-2026-0139, 960.00, due 5 Oct
Brasserie du Port: F-2026-0131, 1,368.00, due 8 Oct
F-2026-0131: a credit of 1,368.00 on 10 Oct carries the invoice number but is not matched, check in Pennylane
Invoice emailed again to: Atelier Lumen SARL

Other ways to ask

  • List only invoices more than 14 days late, and leave newer ones alone.
  • Every Friday, send me the total still owed per customer, without emailing anyone.
  • Resend the invoice to the accounting contact at Studio Marais, not the main address.
  • Match the unmatched credit on F-2026-0131 to the invoice once I confirm it.

What Pennylane allows, and what to know first

  • Pennylane's invoice status has 17 values, including paid, partially_paid, late, upcoming, draft and cancelled, and remaining_amount_with_tax holds the amount still owed.
  • Pennylane separates a payment, made through Qonto, the invoice payment link, GoCardless or Stripe and matched automatically, from a matched transaction, a payment made outside Pennylane that is matched by hand.
  • Pennylane's invoice list takes filters on id, date, customer, invoice number, flow, draft, credit note, external reference and category, not on status or due date.
  • An invoice sent through e-invoicing carries an e_invoicing status with a reason, which the agent reports as it is.
  • The page size is 1 to 100 invoices, default 20, with a cursor for the next page.

send_customer_invoice asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Pennylane API: List customer invoices · Pennylane API: Payment vs matched transaction · Pennylane API: Automate payment matching · Pennylane: Invoicing software · Pennylane MCP: Getting started

Call list_customer_invoices from a script

curl

curl "https://cotlet.dev/api/v1/pennylane/customer-invoices?status=late&limit=50" \
  -H "Authorization: Bearer $COTLET_API_KEY"

Example response

{
  "invoices": [
    {
      "invoice_id": 118342,
      "invoice_number": "F-2026-0148",
      "customer": {
        "customer_id": 4021,
        "name": "Atelier Lumen SARL"
      },
      "date": "2026-09-15",
      "deadline": "2026-09-30",
      "amount": "2400.00",
      "remaining_amount_with_tax": "2400.00",
      "status": "late",
      "currency": "EUR"
    },
    {
      "invoice_id": 118301,
      "invoice_number": "F-2026-0139",
      "customer": {
        "customer_id": 4034,
        "name": "Studio Marais SAS"
      },
      "date": "2026-09-20",
      "deadline": "2026-10-05",
      "amount": "960.00",
      "remaining_amount_with_tax": "960.00",
      "status": "late",
      "currency": "EUR"
    },
    {
      "invoice_id": 118277,
      "invoice_number": "F-2026-0131",
      "customer": {
        "customer_id": 4012,
        "name": "Brasserie du Port"
      },
      "date": "2026-09-23",
      "deadline": "2026-10-08",
      "amount": "1368.00",
      "remaining_amount_with_tax": "1368.00",
      "status": "late",
      "currency": "EUR"
    }
  ],
  "total_remaining_with_tax": "4728.00",
  "has_more": false,
  "next_cursor": null
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is pennylane_read → list_customer_invoices. Example data.

Schedule it in n8n, Make, Zapier or cron

Pennylane tools this automation uses

Cotlet Pennylane tools used to follow up on unpaid Pennylane invoices
Tool Parameters
list_customer_invoices status, customer_id, date_from, date_to, external_reference, limit, cursor
get_customer_invoice invoice_id
list_transactions date_from, date_to, bank_account_id, limit, cursor
send_customer_invoice invoice_id, recipients
All 14 Pennylane tools with descriptions

Frequently asked questions

Is it safe to connect Pennylane to Cotlet?

Yes. You sign in to Pennylane yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get Pennylane once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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