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Field

Description

Update Credentials

Seamless requires the Consumer Token and Employee Token from your Tripletex tenant to initial the integrations between 2 systems.

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Run Now

Use to trigger the syncing between Seamless & Tripletex.

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When clicking on this button:

  • Seamless will export orders (installment payment) that meet the due date to Tripletex

  • Seamless will sync all the status of exported orders from Tripletex to Seamless

    • When the order from Tripletex is closed, the status of installment in Seamless will be updated to be Paid

Retry Overdue Payments

For too-old overdue payments (more than 3 months from the current), you need to manually ask Seamless to get all overdue payments. When clicking the button, Seamless will get all the overdue payments in the past and can get a maximum of 1000 payments per time.

Info

There is permission required to perform the retry action. Please contact our support team to grant permission.

Reference

TBD

  • You would need to input the tenant name

III. Connection details

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III. Connection details

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IV. Invoice Settings

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Field

Description

BaseUrl

The Tripletex API URL

Invoice Type

There are 2 invoice types that Seamless support

  1. Invoice

  2. Order

Depending on your business, you can decide which invoice type you would need to config

Show VAT On Order/Invoice

<TBD>

Synchronize Payment Status

There are 3 modes that you can define which installments Seamless will sync the payment status

<TBD>

  1. Disabled

  2. Recently exported (recommended)

  3. All exported

Date Format

The date format what Seamless will send to Tripletex

  • Default value would be dd.MM.yy

IV. Invoice Settings

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Field

Description

Insured Object Description Format

The description template for order item that sent to Tripletex

For instance, if you define the description template in Seamless as Premium for policy: {policyid} ({instalmentperiod} → the order description in Tripletex would be Premium for policy: 10000 10.10.22 - 10.11.22

Invoice Line Breakup

Net & Tax would be broken into 2 lines

Show VAT On Order/Invoice

<TBD>

Synchronize Payment Status

There are 3 modes that you can define which installments Seamless will sync the payment status

<TBD>

  1. Disabled

  2. Recently exported (recommended)

  3. All exported

Date Format

The date format what Seamless will send to Tripletex

  • Default value would be dd.MM.yy

V. Income Account Details

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