Breadcrumbs

Send Documents Manually via Pingen

Every supported document — when its type is enabled in setup — exposes a Send via Pingen action. Use it to dispatch a single document on demand, independent of Document Sending Profile and posting-date delay.

Prerequisites

  • The document type is enabled in Pingen Setup.

  • Pingen credentials are stored and working.

  • The document is not already marked as processed (or you confirm a re-send).

Procedure

  1. Open the document (Sales Quote, Sales Order, Posted Sales Invoice, or Posted Sales Credit Memo).

  2. Click Send via Pingen in the ribbon.

  3. If the document is already marked as processed, a confirmation prompt appears — confirm to send again.

  4. The connector renders the PDF using the configured Report ID, uploads it to Pingen, and creates the letter.

  5. On success, the document is marked as processed and the Sent via Pingen at timestamp is written.

Where the action appears

Document

Action visible when

Sales Quote

Enable for Sales Quotes = Yes

Sales Order

Enable for Sales Orders = Yes

Posted Sales Invoice

Enable for Posted Invoices = Yes

Posted Sales Credit Memo

Enable for Posted Credit Memos = Yes

Note: Each document also surfaces a Pingen fast-tab group showing its current Processed status and the timestamp of the last dispatch.

  • Automatic Invoice Dispatch

  • Enable and Disable Pingen Sending