Read every billing subscription, draft every customer, approve in one pass
A companion works the 3 operations your Pennylane account exposes. It can create a customer and create a customer invoice, and every one of those waits on an approval card showing the billing subscription before it changes.
Open the billing subscription. Check it against something else. Write the change. Move to the next one. That is the Pennylane afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a billing subscription until you approve it.
What it can do is exactly what Pennylane exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can create a customer, create a customer invoice and create a billing subscription, and work across the billing subscriptions, customers and customer invoices.
The Pennylane API stops at Pennylane. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Pennylane billing subscriptions does a companion see?
In the tab.
Pennylane exposes no read operation to a connected account, so a companion opens Pennylane in the session you are already signed into and reads the screens you would.
The billing subscriptions are what most of this inventory is about, alongside the customers. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Pennylane admin becomes a queue you review.
Can it change a billing subscription without asking?
All 3 write operations wait for you.
A companion can create a customer, create a customer invoice and create a billing subscription, and each one is staged on an approval card first: you see the billing subscription, the field and the new value before it lands in Pennylane.
Nothing in Pennylane is sent, changed or deleted on your behalf without that click, and a rejected card leaves the billing subscription exactly as it was. The gate is the same one on every surface, described at security.
- Create Customer
- Create Customer Invoice
- Create Billing Subscription
Can the billing subscriptions pass run every Monday?
Yes.
Saved as a routine, the Pennylane billing subscriptions pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The operations playbook catalogues the other recurring shapes of the operations, the Pennylane billing subscriptions sweep among them, and finished runs are published at real runs.
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