I. Introduction
On this page, you can configure the integration between Seamless and Tripletex. You can navigate to different accounting integrations by choosing other names.
II. 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. There is permission required to perform the retry action. Please contact our support team to grant permission. |
Reference |
III. Connection details
III. Connection details
IV. Invoice Settings
V. Income Account Details
VI. 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 |
)VII. 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 |
VIII. Invoice notes
IX. Journal Posting Settings
X. Credit Account and Debit account
