The main settings of the Electronic invoice application can be found on the Electronic Sign Setup page. Additional related settings are available from this page under Settings menu.
On the General tab you can specify the following settings:
- Enabled: Enable this field only after you have installed the application and completed the setup. If it is enabled, then invoices and Credit Memos issued as per the settings will be provided with an electronic signature and time stamp.
- Service URL: here you can specify the URL address at which the signing server can be accessed. The default value of the field (which points to the live environment) is the following:
https://einvoice.businesscentral.hu:7047/BC_LIVE/WS/electronicsign/ - Copy e-mail address: If we want to receive a copy of the e-mail notifications sent to the partners, you can specify one or more e-mail addresses to which the system will also send the messages. Please use semicolons ( ; ) to separate the e-mail addresses in a list.
- Saving source documents: This setting is recommended to be activated only during debugging, leave its value blank.
- E-mail sending method: Here you can specify how the system should proceed when sending e-mail notifications.
- In case of sending in a background process the error messages are not directly visible to the users, but it’s a much faster sending process. Possible errors can be identified on the Failed E-mails tile on the Role main page.
- In case of direct sending, any error messages are immediately displayed on the screen of the user’s session, so the sending stops at the first error message.
- Send document attachments as attachments: If this field is enabled, then when sending the e-mail notification, the system will attach the attachments properly added to the document. More information about this function: Electronic documents – e-mail attachments
- Block posting without e-mail address: If you activate this field the system will block the posting of the documents if the e-mail address is missing from the document, and the e-mail must be sent to the order address.
- Enable to free up storage: If you activate it, then during copying the Production environment to the Sandbox environment, the application will delete all the records stored in the Electronic document storage to free up space. More information: Cleanup storage when copying an environment
On the Templates tab you can define the following settings:
- Default Invoice template: Specify which document template setting needs to be considered by default when signing a Posted Sales Invoice electronically
- Default Credit Memo template: Specify which document template setting needs to be considered by default when signing a posted sales Credit Memo electronically
- Default Service Invoice template: Specify which document template setting needs to be considered by default when signing a Posted Service Invoice electronically
- Default Service Credit Memo template: Specify which document template setting needs to be considered by default when signing a posted Service Credit Memo electronically
More information about the document templates available in the electronic invoice module can be found here: Using document templates for electronic signature