Sending invoices automatically from Tripletex
Automatic Invoice Dispatch in Tripletex
Automatic invoice dispatch provides a better and more efficient flow when processing orders. This setup also allows manual orders to be transferred to Tripletex as an invoice and then sent automatically to the customer.
Why?
- More efficient processing of orders, especially manual orders.
- All orders receive an invoice date the moment they are transferred to Tripletex. This provides a better basis for reports in Acendy.
- All orders, even manual ones, receive an invoice number in Acendy.
- No need to process orders in Tripletex.
Payment Methods
Which payment methods should send invoices?
This is up to each store, but payment modules that receive payment and/or send invoices themselves do not need to send invoices from Tripletex.
For example, it is not necessary to send an invoice from Tripletex if the customer has paid with Klarna, as the customer receives the invoice directly from Klarna.
If your store is to send out invoices itself, for example to corporate customers, it will be appropriate to choose that the payment method for the invoice should have automatic dispatch.
As a rule of thumb, customers should only receive one invoice.
How to Set Up Payment Modules:
- Log in to the control panel and go to Apps > Settings.
- Find or search for "Tripletex V2 - Support for automatic accounting".
- Click on "Installation Guide".