The Pingen Setup page is the central configuration page for the connector. Use it to store API credentials, set the posting-date delay, assign the Document Sending Profile, and enable the supported document types.
Open it via the search icon (Alt+Q) → Pingen Setup.
API Credentials
|
Field |
Description |
|---|---|
|
Client ID |
The Client ID from your Pingen Developer App. |
|
Client Secret |
The Client Secret from your Pingen Developer App. Stored encrypted in Isolated Storage (not in a table). Dots indicate a stored value; overwrite to replace. |
|
Organisation ID |
The Pingen Organisation ID. Visible in the URL when you're signed in to Pingen. |
Settings
|
Field |
Description |
|---|---|
|
Send Days Delay |
Days after the posting date before an invoice is sent. |
|
Document Sending Profile Code |
Customers with this profile receive their invoices via Pingen, e.g. |
Important: With Document Sending Profile Code blank, the job queue runs without effect — no letters are dispatched.
Document Types
|
Field |
Description |
|---|---|
|
Enable for Sales Quotes |
When enabled, a Send via Pingen action appears on Sales Quotes. |
|
Quote Report ID |
Report used for PDF rendering. Default: |
|
Enable for Sales Orders |
When enabled, a Send via Pingen action appears on Sales Orders. |
|
Order Report ID |
Report used for PDF rendering. Default: |
|
Enable for Posted Invoices |
When enabled, the job queue and the manual Send via Pingen button are active for Posted Sales Invoices. Default: enabled. |
|
Invoice Report ID |
Report used for PDF rendering. Default: |
|
Enable for Posted Credit Memos |
When enabled, a Send via Pingen action appears on Posted Sales Credit Memos. |
|
Credit Memo Report ID |
Report used for PDF rendering. Default: |
Note: Report ID fields are only editable when the corresponding document type is enabled. Disabling a type preserves the previously entered Report ID.
Print Settings
|
Field |
Description |
|---|---|
|
Address Position |
Where the address window sits on the envelope (Left / Right). |
|
Delivery Product |
Postal delivery speed (Economy / Priority / Registered). |
|
Print Mode |
Simplex or duplex printing. |
|
Print Spectrum |
Grayscale or color. |
Field-by-field reference with API values is on the Enumerations page.
Actions
|
Action |
What it does |
|---|---|
|
Test Connection |
Sends an authentication request to the Pingen API using the stored credentials and reports the result. |
Tip: Run Test Connection after every credential or Organisation ID change to catch issues before the first production dispatch.
Related
-
Print Settings
-
Enable Document Types
-
Core Concepts — Document Sending Profile as the dispatch switch