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A Jira admin sets Fakturer up once in Jira Settings → Apps → Fakturer. After that, admins and people with the app’s permission create orders from the Jira Apps menu → Fakturer.

1. Connect Tripletex

  1. In Tripletex, open your profile → API access and create an employee token for the Fakturer application. Give it access to customers, products and orders.
  2. In Fakturer’s settings, choose the environment (live Tripletex, or Tripletex’s test environment), paste the token and select Save and test. Fakturer saves it only if Tripletex accepts it.

The token acts with the access of the Tripletex user who created it. Live Tripletex companies can connect once Tripletex has approved the integration; until then, use Tripletex’s test environment.

2. Check the order settings

Currency, days until the invoice is due, rounding of hours per line, the labels that mark work as non-billable (default: non-billable and internal) and, optionally, a tag that marks a single worklog as non-billable. Then choose the VAT type for the lines, or leave Tripletex’s default for the product or account.

3. Add mappings

A mapping says: these work items are billed to this customer at this rate. - Work items to bill: any JQL, for example project = WEB or "Client[Select List (single choice)]" = Acme. - Customer: search the customers in Tripletex. Create the customer there first if it is missing. - Hourly rate, excluding VAT, and optional other rates for some people. - Order lines: per work item, per person, per day or one summary line. - Optional: a product for every line, and a customer reference such as a purchase order number.

If two mappings match the same work item, the higher one in the list bills it. Use Up and Down to order them.

4. Let others create orders

Jira admins can always create orders. To let others do it, grant the Fakturer: create Tripletex orders permission in Jira Settings → System → Global permissions.

5. Create the orders

  1. Jira Apps → Fakturer. The period defaults to last month.
  2. Select Preview billable hours. Fakturer reads the worklogs; large sites can take a few minutes.
  3. Check the lines per customer, then Create order in Tripletex.
  4. Open the order in Tripletex, check it and invoice it from there.