Tripletex features

The integration to Tripletex enables automated and structured handling of orders, invoices, and payments between business systems and the financial system. This article serves as documentation of what we can do with an integration to Tripletex and which functional capabilities are supported.

Note: The availability of features depends on which system category is integrated into the system.

The integration makes it possible to:

Invoice management and posting

• Create invoice: With the integration, received orders can be created directly as invoices in the financial system. This ensures automated and consistent handling from order to invoice.
• Handle credit notes: With the integration, credit notes from received orders or subscription renewals can be created and processed automatically in the financial system. This ensures correct handling of posted revenue and VAT.
• Send invoice email: With the integration, it is possible to automatically send an invoice email based on the invoice that is created. Sending the invoice email requires that the invoice is automatically booked. The invoice is attached and sent directly to the customer for efficient and consistent delivery.
• Automatic booking of invoices: With the integration, it is possible to automatically book invoices when they are created. This ensures an efficient process and reduces the need for manual handling.
• Handle rounding differences: With the integration, rounding differences identified during total validation can be handled automatically based on predefined settings. In case of differences, the invoice can be created as a draft, the error can be ignored within a defined tolerance, or a correction line can be added to balance the difference within a specified tolerance. The differences typically arise due to recalculation of values in the receiving system.
• Update orders/credit notes: With the integration, orders and credit notes can be updated as long as the invoice or credit note has not yet been posted. This provides flexibility for changes before final posting.

Payment and payment management

• Payment setup: With the integration, it is possible to define payment terms based on the payment method identified on the received order or subscription renewal. This ensures that the invoice is created with the correct payment setup.
• Register payment: With the integration, it is possible to automatically register payments on invoices based on payment information from the received order or subscription renewal. This ensures correct payment status without manual handling.

Customer and sales setup

• Create customers: With the integration, customers from received orders or subscription renewals can be created automatically in the financial system. Customers can either be created individually or grouped under a single customer.
• B2B handling: With the integration, customers can automatically be treated as either B2B or B2C depending on whether a CVR number is identified on the received order or subscription renewal. This ensures correct VAT handling and customer classification.
• Handle abroad sales: With the integration, sales to customers abroad can be handled. This ensures correct handling of VAT and sales data based on the customer’s country.
• Currency: With the integration, orders and subscription renewals in multiple currencies are supported. The currency from the received order is transferred to the invoice or accounting, ensuring correct processing in the financial system.

Order lines and pricing structure

• Handle shipping: With the integration, shipping can be handled as a separate line when creating invoices or journal lines. Shipping can be posted to a specific account (via the shipping product) and processed independently from other item lines.
• Handle discounts: With the integration, discounts from the received order or subscription renewal can be handled correctly on the invoice or in the accounting. Discounts can be processed either as a percentage discount on an item or as a separate free-text discount line, where the integration automatically assigns an item number. This ensures correct handling of both amounts and VAT.
• Handle fees: With the integration, fees from the received order or subscription renewal can be handled as separate lines on the invoice or in the accounting. Fees can be assigned a specific item number and posted to a designated account.
• Transfer order comment: With the integration, comments from the received order can be transferred to a field on the invoice. This ensures that relevant remarks are carried over from order to invoice.

The Tripletex integration supports an efficient and scalable process from order to posted invoice and registered payment. The automation reduces manual workflows, minimizes errors, and ensures correct handling of VAT, currency, and financial data.