Setting up Tripletex

Tripletex Setup

This article guides you through setting up the Tripletex integration with your Acendy store, enabling a streamlined and automated accounting workflow.

Step 1 - Order Tripletex

Tripletex

Before activating the integration, ensure you have the following:

• An active Tripletex account with necessary access rights. Tripletex offers a 14-day free demo period.
• Administrator rights in both Tripletex and your control panel.
• API access in Tripletex (may require an extended license).

Acendy

Once your Tripletex account is set up, you can seamlessly integrate it with your control panel for a more efficient workflow.
Order the integration here: www.acendy.no/integrasjon-tripletex

Step 2 - Setup in Tripletex

This section covers how to set up payment types, accounting accounts, and global VAT settings in Tripletex for the integration with Acendy to function correctly.

Setup of Payment Types and Accounting Accounts in Tripletex

In the installation guide, you'll have the option to connect your payment methods to accounts in Tripletex.
To ensure these accounts appear in the installation guide, they must be configured in Tripletex.

1. In your Tripletex control panel, find the setup for payment types and accounting accounts under Invoice > Settings > Payment Types.
2. Note: The "Show on order" option must be checked on the accounts to be used with Acendy. The integration with Acendy will not find accounts that do not have this option checked.

Global VAT Settings in Tripletex

• Not registered in the VAT register
• Registered in the VAT register
  If you are already registered in the VAT register, set it up as follows:

Avoid Conflict With Customer Numbers

1. Log in to Tripletex.
2. Go to Customer – Customer Settings.
3. Set the customer number to 100000.

Avoid Conflict With Invoice Numbers

We recommend letting Tripletex determine the invoice number when transferring orders as invoices. Contact customer service if you are unsure about your setup.

If you let Acendy determine the invoice number upon transfer:

1. Log in to Tripletex.
2. Go to Accounting – Accounting Settings – Voucher Types/Number Series.
3. Ensure the invoice series does not conflict with your invoice series in the online store. If unsure, set this to, for example, 50000. The number series generated in Acendy starts at 6000 by default.

Step 3 - Setup in Acendy

The following section covers the installation guide in the control panel.
Before doing this, Tripletex must be set up according to "Setup in Tripletex".

How to Install Tripletex in the Control Panel

1. To install tripletex in your control panel, you must order Tripletex here: www.acendy.no/integrasjon-tripletex
2. Once the integration is ordered, you will receive a link that refers you to your control panel to complete the setup.
3. follow the guide below for a step-by-step review of the setup:

Connect Payment Types

Through the integration, you can easily connect payment methods in Acendy to payment types in Tripletex. First, set up the payment types in Tripletex, as mentioned here, and then follow the steps below to connect them to payment methods in Acendy.

1. Start the installation guide by going to Extensions > Your extensions > Tripletex v2 - Integration.
2. Navigate to step 4 - here you will see an overview with three columns:
   1. Online store - shows the payment methods set up in the online store
   2. Payment methods from Tripletex - shows payment methods set up in Tripletex
   3. Automatic sending of invoice - Read more
3. Ensure that the payment method in the online store (column 1) is connected to the desired payment method in Tripletex (column 2).
4. When you are satisfied with the setup, click on "I want to record the payment modules in this way":

It is common to have separate accounts for cash, gift cards, Vipps, and Klarna.
It is up to your company and accountant to decide which accounts to set up in Tripletex.

Invoice Attached / Manual Invoice

If your company offers invoice attached, it is common to have this payment method as "Do not mark invoice as paid" as the payment only comes after the customer has paid the invoice.

Handle Orders

Once the installation is complete, you will have the opportunity to transfer order information directly via order processing. This is done by changing the order status to what is defined as a completed order. By default, this is Sent. Are you unsure which order status has completed status? Read more about order status here!

As you can see in the picture above, you can choose whether an order should be transferred as an order or an invoice.
The difference between these two is described below:

• Invoice
  This is the most common way to transfer to Tripletex if an order has already been paid, e.g., with Klarna or Vipps. An order transferred as an invoice is marked as completed in Tripletex.
• Order
  This is commonly used if an order is to be invoiced manually in Tripletex. Transferring as an order can be used, for example, if you invoice a company or customer yourself via Tripletex.

How to Transfer Orders That Have Already Been Completed - or Attempted to Be Transferred?

1. Change the order status on the order to Under processing. Remember - you do not need to press Update order.
2. Then change the order status to Sent (order status with completed status). The dialog box for transferring the order to Tripletex will then appear, and you can now transfer the order to Tripletex again.

Frequently Asked Questions (FAQ)

What Do I Do If I Get An Error Message When Transferring?

If you get an error message, it will be displayed in the log on the order itself. Go to the following help article to see an explanation - and solution - for any error messages.

Can I Transfer Orders to Tripletex From Before I Got The Integration?

Yes, you can transfer orders that came into the online store before you got the integration. The easiest way to do this is to bulk process orders.
Remember - If the end customer has already been notified that the order has been sent, you must remove the checkmark for "Send e-mail to customer" (and any other options such as the right of withdrawal form, print EDI label or similar) before you press "Update order".

Can I Deactivate The Integration Later?

Yes, you can turn off the integration at any time under Extensions > Your extensions > Tripletex v2 - Integration.