To pay directly from Tripletex you need to:
- Register payment on a voucher
- Approve the payment
- Sign and send the payment to the bank
In this article, we walk you through the three steps to pay with bank integration via Autopay.
Check your bank settings before starting with payments. Read more here (This article is not translated yet).
Step 1: Register payment
Step 2: Approve
- Go to Bank > Payments.
- Mark the payments you are going to approve and send to the bank.
- Click «Approve» in the menu to the right.
Step 3: Sign and send the payment to the bank
You will now get a dialogue box «Approve payments».
Payment requests are sent to the bank after signing and will be scheduled to be paid on the specified due date.
Payments sent to the bank from Tripletex cannot be canceled within Tripletex. Contact your bank to cancel a payment before its due date.
You can sign payments in three different ways.