Setting up Electronic Invoicing with Storecove

This Help topic explains how to enable the Electronic Invoicing with Storecove feature in Feature Console, and how to complete all additional setup for electronic invoicing.

For an introduction to FinancialForce's electronic invoicing, including which documents can be sent as electronic invoices, see Electronic Invoicing Overview.

Feature Step 1: Subscribe to Storecove, set up the Storecove URL as a trusted remote site, and complete the Storecove Integration Settings

You must subscribe to Storecove if you want to use electronic invoicing from FinancialForce applications. Storecove will send you authentication credentials and URL connection details. When you receive this information you must register the URL as a trusted remote site and complete the Storecove Integration Settings.

Registering the Storecove URL as a Trusted Remote Site

To register Storecove's connection URL as a trusted remote site:

1. From Setup click Security | Remote Site Settings.
2. Click New Remote Site.
3. In the Remote Site Name field, enter a name such as Storecove.
4. In the Remote Site URL field, enter the URL. Typically this is https://api.storecove.com but enter the URL specified by Storecove.
5. Select the Active checkbox, then click Save.

Completing the Storecove Integration Settings

When you have set up the trusted remote site, you must complete the Storecove Integration Settings. These settings are configured using the FDN Storecove Connection Settings Lightning Web Component which you must add to a Lightning page that is available to a small number of users such as administrators. You can add the component to an existing page or to a new page as explained below:

• If you already have a suitable lightning page, open it in the Lightning App Builder and add the FDN Storecove Connection Settings Lightning Web Component to the desired location, then save your changes.
• If you do not already have a suitable lightning page, go to the Lightning App Builder and create a new Lightning page. Add the FDN Storecove Connection Settings Lightning Web Component to the desired location, then save the page and activate it to make it visible to your users. We recommend you assign permissions to this page to administrators only.

For more information about using the Lightning App Builder to create and edit pages, see the Salesforce Help.

To complete the Storecove Integration Settings:

1. Make sure the FDN Common Concepts Admin - e-Invoicing permission set is assigned to you otherwise you will not be able to edit the settings.
2. Navigate to the Lightning page that contains the FDN Storecove Connection Settings component. If an error message reports that you do not have access to the Apex class named einv_ConfigurationPageController it is because the FDN Common Concepts Admin - e-Invoicing permission set is not assigned to you.
3. Select the Enable Sending checkbox.
4. In the Connection URL field, enter the URL you have created as a remote site setting.
5. In the API Key field, enter the access key or password that you obtained from Storecove.
6. Click Save. The connection details are tested and saved if successful.

If the test fails you can deselect the Enable Sending checkbox and click Save to save the current details whilst you resolve the issues. You might also want to deselect Enable Sending if you are not ready for users to start sending electronic invoices via Storecove. However you must have a successful connection and select the Enable Sending checkbox for electronic invoicing to work.

For more information about completing these settings, see Electronic Invoicing Settings.

When you have completed all aspects of feature step 1, click Mark As Done to indicate that it is complete.

Feature Steps 2, 3, and 4

Feature steps 2, 3, and 4 perform the following actions:

• Feature step 2 adds new E-Invoicing fields to the Account Extension page layout. Perform this step if you have upgraded to this release. You do not need to perform this step for new installations because the fields are on the page layout by default.
• Feature step 3 creates the FDN Account Extension permission sets if they do not already exist. If the Sales Tax Enhancement feature is enabled in your org, these permission sets will already exist and you must update them manually to include the following field permissions:
  • Update the FDN Account Extension, FDN Account Extension - Delete, and FDN Account Extension - Edit permission sets to include Read and Write access to the three new fields: Do Not Automatically Send E-Invoices, E-Invoicing Address Identifier, and E-Invoicing Address Scheme.
  • Update the FDN Account Extension - Read permission set to include Read access to the three new fields: Do Not Automatically Send E-Invoices, E-Invoicing Address Identifier, and E-Invoicing Address Scheme.
  
  For information about how to edit permission sets, see the Salesforce Help.
• Feature step 4 sets up a scheduled job on the Foundations Setup | Scheduled Jobs tab to poll Storecove for notifications every 3 hours. Activating the job is explained in Next Steps.

Click Perform for each feature step in turn (feature step 2 is required for upgrades only). When a step has completed its Status changes from "Not Done" to "Done".

When you have completed feature steps 1-4, use the Status slider in the Feature section to mark the feature as enabled.

Now complete the Next Steps below.

Next Steps

Additional Setup Within Accounting to Send Sales Invoices as Electronic Invoices

You must complete these tasks before users can send Accounting sales invoices as electronic invoices:

1. For each Accounting company that will be sending electronic invoices, register the company (or legal entity) with Storecove as a sender of electronic invoices then enter the identifier obtained from Storecove into the company's E-Invoicing Legal Entity Identifier field. Set the E-Invoicing Tax Category to "standard" unless advised otherwise by Storecove.

   If you have upgraded to this release, you must manually add the E-Invoicing Legal Entity Identifier and E-Invoicing Tax Category fields to the Accounting company's page layout.

2. Modify your page layouts for the Sales Invoice object to include the E-Invoice Delivery Status and E-Invoice Delivery Error fields, and add the Send E-Invoice button to the Salesforce Mobile and Lightning Experience Actions section. Ensure that your users have permission to access these fields and the button.
   Note:

   If your users work with sales invoices using custom input forms, add the fields to your custom input forms (using Input Form Manager) and add the Send E-Invoice button to the Salesforce Mobile and Lightning Experience Actions section on the sales invoice page layouts assigned to your users.

Complete the Account Extension E-Invoicing Fields

You must complete the E-Invoicing fields on account extension records:

1. Navigate to the Account Extension tab.
2. Create an account extension record for each account that you want to send electronic invoices to.
3. Complete the fields in the Electronic Invoicing section on each account extension record:
   • E-Invoicing Address Scheme - the scheme ID in the format required by Storecove.
   • E-Invoicing Address Identifier - the reference that uniquely identifies the account within the specified scheme.
   Note:

   The Do Not Automatically Send E-Invoices checkbox is for future use. Setting it has no effect.

4. Assign the appropriate FDN Account Extension permission set to your users. Users intending to send documents as electronic invoices will need the FDN Account Extension - Read permission set.

Activate the Electronic Invoicing Polling Job

You must activate the scheduled job that polls Storecove at regular intervals. To do this:

1. Make sure the FDN Core - Administrator permission set is assigned to you.
2. Go to Foundations Setup | Scheduled Jobs.
3. Find the Electronic Invoicing Polling Job for Storecove in the list of scheduled jobs and click its Scheduled checkbox.
4. Click Save on the Scheduled Jobs tab.

You will be notified by email if any errors occur when the job runs. Check the logs on the Scheduled Job Run record for more information.

Double-Check the Storecove Integration Settings are Enabled and Valid

Finally, navigate to the Lightning page where you completed the Storecove Integration Settings. Make sure the Enable Sending checkbox is selected, and click Test Connection to verify that the connection details are valid. Save the settings.

For more information about these settings, see Electronic Invoicing Settings.