...
| Table of Contents |
|---|
1. Introduction
II. General
...
On this page, you can configure the integration between Seamless and Tripletex. You can navigate to different accounting integrations by choosing other names.
...
2. General
This is the 1st step to initial the connection between Seamless & Tripletex
Field | Description | ||
|---|---|---|---|
Update Credentials | Seamless requires the Consumer Token and Employee Token from your Tripletex tenant to initial the integrations between 2 systems.  | ||
Run Now | Use to trigger the syncing between Seamless & Tripletex.  When clicking on this button:
| ||
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.
| ||
Reference |
...
TBD
|
3. Connection details
...
III. Connection details
...
IV. Invoice Settings
...
Field | Description |
|---|---|
BaseUrl | The Tripletex API URL |
Invoice Type | There are 2 invoice types that Seamless support
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>
|
Date Format | The date format what Seamless will send to Tripletex
|
4. Invoice Settings
...
Field | Description |
|---|---|
Insured Object Description Format | The description template for the order item or insured object that sent to Tripletex For instance, if you define the description template in Seamless as Supported patterns:
|
Invoice Line Breakup | Define the order line that you would want to show in Tripletex
|
Concise mode | Support concise mode to include or exclude all extra text lines (including invoice notes)
|
Date Format | The date format what Seamless will send to Tripletex
|
5. Income Account Details
...
Field | Description |
|---|---|
Account Id | Identify the account ID that you would use for receiving income |
Account Name | Identify the account Name that you would use for receiving income |
6. Other current liability details
...
Field | Description |
|---|---|
Account Id | Identify the account ID that you would use for current liability responsibility |
Account Name | Identify the account name that you would use for current liability responsibility |
7. Handling fee
This section allows you to define how to inform Tripletex about handling fees when purchasing policies in Seamless.
...
Field | Description |
|---|---|
Fee type |  You can define whether the handling fee is charged:
|
Fee Product ID | The ID that you use to define the fee. Tripletex will use this code to identify which amount in the transaction is the handling fee |
Fee Product Name | Name of the fee when sending to Tripletex |
Fee Line Description Text | Description of the fee when sending to Tripletex |
Refund Product Id | The ID that you use to define the refund fee. When cancel (or terminate entirely) a policy, the fee will be refunded 100%, and this ID will be used at that time |
Refund Product Name | Name of the refund fee when sending to Tripletex |
Refund Line Description Text | Description of the refund fee when sending to Tripletex |
)...
8. Commission product
...
Field | Description |
|---|---|
Sales Commission Product Id | The ID that you use to define the sales commission. Tripletex will use this code to identify which amount in the transaction is the sales commission. |
Sales Commission Product Name | Name of the sales commission when sending to Tripletex |
Sales Commission Description Text | Description of the sales commission when sending to Tripletex |
...
9. Invoice notes
...
Field | Description |
|---|---|
Adjustment Text | Define the note template for adjustment installment |
Settlement Text | Define the note template for settlement installment |
10. Journal Posting Settings
...
...
11. Credit Account and Debit account
...
Field | Description |
|---|---|
Credit - Account Id | Identify the account ID that you would use for recording credit side |
Credit - Account Name | Identify the account Name that you would use for recording credit side |
Debit - Account Id | Identify the account ID that you would use for recording debit side |
Debit - Account Name | Identify the account Name that you would use for recording debit side |