Tripletex is a 100% web-based accounting system which is developed and provided by the Norwegian company Tripletex AS. Tripletex is the perfect financial system for small shops running Magento. The Tripletex module provides full payrolls records, expense reports, employee disbursements, direct tax-filing, KID-payment, etc., beside basic Magento orders management functions.
Our Tripletex extension lets you easily synchronize all the invoices from your Magento online store directly into Tripletex, where they are being recorded properly. Accountants can get full access to Tripletex, and will thus be able to manage the accounts for you without either them or you having to install a single application on your local PC’s.
1. Add Payment methods:
You can add more payment methods by using Add store button
For each payment type you are using with Magento (PayPal, credit card), you must have a similar type of payment in Tripletex so Tripletex can record the payment. Payment types in Tripletex are administered via Accounting → Settings → Payment Types, see the section Payment.
2. Export invoice to Tripletex:
Invoice will be transferred from Magento admin shop to Tripletex accounting system.
Go to Sales → Invoices. In the Invoices table, choose the “Not exported” invoices that you want to export to Tripletex system. Then choose Export to Tripletex action and Submit.
If the export invoice is successfully, the invoice will be displayed in the Tripletex invoice overview:
You can also configure the module, so that the transfer will automatically be processed within a specified time interval:
Export Active: Set to Yes to automatically transfer invoices taken into use.
Interval: Select the frequency with which invoices are to be transferred to Tripletex, choose between Daily, every hour or every 5 minutes.
Import Active: set to Yes to automatically check open invoices against Tripletex.
3. Tripletex Customer Number
When invoices are exported to Tripletex system, new customers will be created on Tripletex system. To check the customer number on Tripletex from Magento, go to Customer →Manage Customers → Account Information → Tripletex customer number
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