📒 Connect Billy bookkeeping

Billy is a Danish cloud bookkeeping system (part of the Ageras group). It is popular among Danish freelancers and small businesses. The integration is one-way: PennaPay pushes invoice drafts to Billy. Billy is not required to use PennaPay — it is an optional add-on for users who already have a Billy account.

You need:

1. An active Billy account (any paid Billy plan).
2. A personal access token from Billy — you generate this yourself in Billy's own settings. No approval from PennaPay or Billy is required. There is no OAuth flow.
3. A PennaPay Pro account (the bookkeeping integration is a Pro feature).

In Billy, go to Settings → Access tokens → Create token. Give it a descriptive name (e.g. "PennaPay") and copy the token immediately — Billy only shows it once. Keep it somewhere safe; you will paste it into PennaPay shortly.

Once connected you can configure two optional settings:

1. Automatically push sent invoices — when enabled, every invoice you mark as Sent in PennaPay is automatically pushed to Billy as a draft. When disabled, you push manually (see below).
2. Default sales account — the Billy account code to use for the income line (e.g. 1000). Optional; leave blank to use Billy's default.

Click Save after changing these settings.

In the Bookkeeping integration section of Settings, click Test connection. PennaPay makes a live call to Billy and confirms the token is valid and the organisation is reachable. The Last verified timestamp updates on success.

Each push sends:

1. Contact — the client on the invoice is looked up or created as a contact in Billy (matched by name). No duplicate contacts are created if the same client already exists.
2. Invoice draft — line items, amounts, tax, due date, and invoice number are pushed as a Billy invoice draft.

Payments are not pushed. PennaPay does not mark invoices as paid in Billy — that step belongs to your bookkeeper after reviewing the draft.

Open the invoice in the invoice editor. At the bottom of the page you will see an ⬆ Billy button. Click it to push the invoice as a draft to Billy. A confirmation toast appears when it succeeds.

If you have Automatically push sent invoices enabled, this button is still available if you want to re-push (for example after editing an invoice).

Automatic booking without human review is a compliance risk under Danish bookkeeping law (Bogføringsloven). Drafts give your accountant (revisor) the chance to review amounts, account codes, and tax treatment before an entry is final. This is intentional and will not change.

The token was rejected by Billy. Common causes:

1. The token was copied with an extra space — paste it into a plain text editor first to check.
2. The token was deleted or expired in Billy's own token list.
3. The token belongs to a different Billy account (e.g. a test org).

Go to Billy → Settings → Access tokens, generate a new token, and reconnect in PennaPay Settings.

You have not yet connected Billy in Settings, or the connection was disconnected. Go to Settings → Bookkeeping integration and connect.

This error means the encryption key used to store your Billy token has not been configured on the server. This is a server-side setup step, not something you can fix from your account. Please contact support and mention error code 503.

Check the following:

1. In Billy, look under Sales → Invoices → Drafts (not the approved invoices list).
2. The push toast in PennaPay showed success — if it showed an error, that's the root cause.
3. Test the connection from Settings to confirm the token is still valid.

If the push reported success but the draft is missing, contact support with the invoice number and push timestamp.

Billy's API has a rate limit. This is uncommon for normal use but can happen if you push many invoices in quick succession. Wait 60 seconds and try again.