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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Send Free Text invoice...
Finance | Project Operations, Human Resources, ...
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Send Free Text invoice Via Email - Electronic Document properties error

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Posted on by Hetal Gore 307
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 
 
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 12,059 Super User 2024 Season 2 on at
    Send Free Text invoice Via Email - Electronic Document properties error
    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.

  • Kristina K Profile Picture
    Kristina K 272 on at
    Send Free Text invoice Via Email - Electronic Document properties error
    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 :-)
  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,480 User Group Leader on at
    Send Free Text invoice Via Email - Electronic Document properties error
    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
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Send Free Text invoice Via Email - Electronic Document properties error
    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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