Setup

This page covers the configuration done once, after installation, before users start sending invoices.

Setup checklist

1. Choose your service model and sign the agreement with Xago Software AS — see Access point and agreement.
2. Fill in the Xago Invoice section of the XAGO Setup page, including the access point credentials under EHF API.
3. Run Customer Invoicing Configuration so existing customers are set up for e-invoicing.
4. Set up the job queue for sending and status retrieval.

The XAGO Setup page

Search for XAGO Setup. The page is shared with other Xago features, so only one of its sections concerns Xago Invoice:

Section	Relevant to Xago Invoice?
General (Profile No.)	No — used by other Xago features. Leave it as it is.
Credit Check	No — belongs to a separate Xago feature.
Xago Invoice	Yes — everything below is in this section.

Fields in the Xago Invoice section

Field	Type	What it does
Attach Sales Document Pdf to EHF	Toggle	TODO
Company to Person Customer Scheme	Text	TODO
Work Description in EHF	Toggle	TODO
Country Code Override for Blank	Code, e.g. 0192	TODO
Override VAT Registration No.	Toggle	TODO
Combine Descriptions	Toggle	TODO
Use Azure Blob Storage	Toggle	TODO

EHF API

The EHF API group holds the access point connection.

Field	Type	What it does
Test Mode	Toggle	TODO — confirm that this sends to the access point’s test environment and must be switched off for production.
Client ID	Masked text	Access point credential. TODO — where it comes from under each service model.
Client Secret	Masked text	Access point credential.
Username	Masked text	Access point credential.
Password	Masked text	Access point credential.

Actions on the page

Action	What it does
Customer Invoicing Configuration	Updates existing customers with e-invoicing defaults. See below.
Download Profile Data	TODO
Test Date Conversion (DDMMYY)	TODO

TODO

Fill in the descriptions marked TODO above. The field names and types are taken from the current build; the behaviour of each has not been documented yet.

Document sending profile

Installing the app creates the document sending profile XINV, with the description Xago Invoice, and sets it as the default profile. A customer sends through Xago Invoice when its Document Sending Profile is XINV and E-Invoice is switched on. New customers pick up the default profile; existing customers need to be updated, which is what the next section does.

Customer Invoicing Configuration

The Customer Invoicing Configuration action on the XAGO Setup page updates all existing customer records in one go, so you do not have to edit them one by one.

1. On the XAGO Setup page, choose Customer Invoicing Configuration.
2. Under New Values, switch E-Invoice on and set Document Sending Profile to XINV.
3. Under Filter: Customer, narrow the run if you do not want every customer updated — for example by customer number range, or only customers whose sending profile is still blank. Leave the filters empty to update all customers.
4. Choose OK to run it now, or Schedule… to run it through the job queue.

Every customer within the filter gets the new values. Customers created afterwards get the default profile automatically, but E-Invoice must still be switched on for them.

TODO

Confirm whether E-Invoice is switched on by default for new customers, or has to be set manually each time.

Permissions

The XINV Admin role unlocks Force Send on posted documents, which resends a document regardless of its status. Give it to the people who handle failed deliveries, not to everyone who posts invoices. See Distribution status.

TODO

Document the full list of permission sets shipped with the extension and which roles need which set for everyday posting and sending.