Tripletex

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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Use to trigger the syncing between Seamless & Tripletex.

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.

Reference

TBD

• You would need to input the tenant name

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

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 Premium for policy: {policyid} ({instalmentperiod} → the order description in Tripletex would be Premium for policy: 10000 10.10.22 - 10.11.22

Supported patterns:

• {description}: Placeholder for insured object description

• {instalmentperiod}: Placeholder for instalment period

• {policyid}: Placeholder for policy id

• {specialnote}: Placeholder for special notes (adjustment text and settlement text)

Invoice Line Breakup

Define the order line that you would want to show in Tripletex

• Gross only: one order line with the installment gross amount

• NetAndTax: net and tax would be broken into 2 lines

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Concise mode

Support concise mode to include or exclude all extra text lines (including invoice notes)

• If yes then the period & policy number line will be in the same line

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• Else then there would be a line for optional period and policy number

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Date Format

The date format what Seamless will send to Tripletex

• Default value would be dd.MM.yy

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

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

Fee type

You can define whether the handling fee is charged:

• No handling fee will be charged

• The handling fee will be charged per policy

• The handling fee will be charged per customer (one customer can be charged once )

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

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

Adjustment Text

Define the note template for adjustment installment

Settlement Text

Define the note template for settlement installment

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