Testing the flow

The whole delegated flow - from the connection to invoice and receipt issuing - can be tried risk-free with test accounts before going live. This page summarises:

• how to enable test mode,
• the whole test flow step by step,
• what is different in test mode compared to live operation,
• and what happens when going live.

Enabling test mode

On the Dashboard, click "Tesztüzem bekapcsolása" (Enable test mode). It is available on #free accounts that have no live invoice or receipt and no completed NAV connection.

For the duration of the test, the account gets the #profi feature set free of charge - so do not subscribe to a paid plan for testing; on a subscribed account, test mode can no longer be enabled from the UI, only with the help of customer support.

The knowledge base article on test API access (Hungarian) also walks you through creating and using a test account.

The whole flow step by step

1. Register a delegate test account

Register your company on szamlazz.hu (the #free plan is enough, do not subscribe for testing), then switch it to test mode before issuing the first invoice: scroll down on the right side of the Dashboard to find the "Tesztüzem bekapcsolása" (Enable test mode) button (see the conditions above).

Already have a live account?

Register a separate test account next to it. With a qualified (NAV-connected) account, the account owner can, while logged in, register the company again with the same tax number from the top-left dropdown menu, and switch the new, empty account to test mode right away; you can also switch between the two accounts there later.

2. Prepare the supplier side

• UI connection path: the supplier side needs a test account too - register it the same way (with a different email address) and switch it to test mode.
• API connection path: no registration is needed on the supplier side: the supplier test account is created by the action-agent_ceg_mb call itself, and since you call it from a test account, the new account is automatically a test account.

3. Establish the connection

	In the UI	Via API
Steps	Create the dedicated user in the delegate account, send the join request, then approve it as the supplier's account owner	Build and submit the action-agent_ceg_mb request from the test account
Guide	Establish the connection in the UI	Establish the connection via API

important

The permission for the action-agent_ceg_mb interface must be requested from customer support for the test account too - the permission is not part of the #profi feature set of test mode either; without it, the call fails with error 137.

4. Issue test documents

Issue test documents in the supplier's account, on the UI or via Agent: Issue invoices in third-party invoicing, Issue receipts in third-party invoicing. No NAV data reporting takes place for test documents.

5. Try further operations (optional)

For example reversing an invoice and querying its PDF, or reversing a receipt and sending it by email. These work in test mode too, with one difference: document emails are not sent to the given recipient but to the email address set in the test account (see below).

6. Go live

If everything works, close the test mode in your delegate account (Dashboard, "Tesztüzem vége"): test documents are deleted, the invoice books remain; details: Going live. No API parameter changes are needed: after going live, real invoicing can start immediately with the same settings.

Only testing with a disposable supplier account?

If you created the supplier test account only for testing, you do not need to take it live - that account is disposable. In that case, establish the connection with your real supplier's live account: run the same steps in live mode (join request on the UI or the action-agent_ceg_mb call) as in the test.

What is different in test mode?

We recommend testing with test accounts on both sides - the steps above follow this scenario. In this case:

• The supplier test account can invoice without a NAV connection: test invoices are marked as samples, and no NAV data reporting takes place for them.
• The Agent accepts only XSD-valid XML, and an invoice creation rate limit applies: when the limit is exceeded, the call fails with error 167, and further documents can only be issued after a few minutes.
• Document emails (invoice notification, receipt sending, etc.) from a test account are not sent to the recipient given in the call; they all arrive at the email address set in the company data of the issuing test account - so you cannot accidentally reach real partners with test messages, and you can check the emails yourself.
• Test documents do not generate delegate costs: a fee only arises when both the delegate's and the supplier's account are live. More on cost bearing: Who bears the costs.
• A supplier account created via action-agent_ceg_mb is a test account exactly when the delegate account making the call is in test mode (its company name also gets an "(agentceg teszt)" suffix); called from a live account, the new supplier account is live. See Establish the connection via API.

Going live

Going live ("Tesztüzem vége" on the Dashboard) deletes all test documents, including recorded products and partners, and restarts the numbering; the delegated connection and the invoice books (prefixes) remain.

Going live is one way: an account with live documents cannot be switched back to test mode.