Installation

Before you begin

• You need an agreement with Xago Software AS, regardless of which service model you choose. See Access point and agreement for the two models and what each requires.
• If you bring your own access point keys, have the credentials ready before setup.

TODO

Confirm the full list of prerequisites: Business Central version, required permissions to install extensions, and whether anything must be prepared on the access point side before first use.

Install the extension

Xago Invoice is installed from Microsoft AppSource.

1. In Business Central, search for Extension Marketplace, or open AppSource directly, and find Xago Invoice.
2. Choose to get the app and pick the environment to install it in.
3. When the installation finishes, the extension is listed under Extension Management.

Installing the app also creates the document sending profile XINV (description Xago Invoice) and sets it as the default profile. See Setup for what that means for your customers.

TODO

Add the link to the AppSource listing, and confirm whether an assisted setup guide runs on first launch.

Connect to the access point

The access point connection is configured on the XAGO Setup page, in the EHF API group of the Xago Invoice section: client ID, client secret, username and password, plus a test mode switch. See Setup for the full field list.

TODO

Document where the credentials come from under each service model (Xago for as a service, your own access point provider for bring your own keys) and how to verify the connection works.

Verify the installation

TODO

Document how to confirm the extension is working — for example a test invoice in a sandbox company — before enabling it in production.

Next step

Continue with the quick start to send your first invoice.