Send Free Text invoice Via Email - Electronic Document properties error

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Posted on by Hetal Gore

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Hi,

I am hoping someone can help me.

I have created a derived version of Free Text Invoice within electronic Reporting and also created a ER destination so then when you click Send > Original it will send the invoice via email if there is a valid email address and the purpose is set to Invoice.

When i try to run that process, i am getting an error /electronic document properties is not specified in customer parameters/ and the invoice appear on screen. below are my ER destination and Print Management settings.

Let me know if you need more information

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Hana Xue Microsoft Employee on at

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Hi,
According to the error message, the electronic document properties need to be set in the customer parameters. Navigate to Accounts Receivable > Customers > All Customers, select Electronic Document Properties on the Customer tab of the Actions pane.
Information about electronic document properties is mentioned in the link below, you can check for detailed information.
Customer electronic invoices - Finance | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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Gaurangkumar Jani 4,534 User Group Leader on at

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Hi Hetal,

Have you tried using "Print"? Send option is basically to send xml file and not pdf.

Please let me know if this helps.

Thanks,

CA Gaurangkumar Jani

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Kristina K 270 on at

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Hello!

This is not an answer, but I am struggling with the same issue so if you have got this solved, it would be highly appreciated to get the solution posted in here :-)

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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Hi Hetal,
On Electronic reporting destination, you can define Email as follows:

In this example, I use ER configuration to find customer email address. It means that model.Customer.Email in my ER model refers to customer primary email address.

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