Activate the e-Invoice module
Create the default module options and register Finance settings, sales buttons and bulk-export capability.
Exact navigationAdmin Area → Setup → Modules → e-Invoice → Activate
Before you begin
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide covers
Create the default module options and register Finance settings, sales buttons and bulk-export capability. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Upload the einvoice module directory with its bundled dependencies.
- Open Setup → Modules.
- Activate e-Invoice.
- Open Setup → Settings → Finance → e-Invoice.
- Create a test template and output.
Fields, choices and supported possibilities
Action scopeCreate the default module options and register Finance settings, sales buttons and bulk-export capability.
Module version1.0.0
NavigationAdmin Area → Setup → Modules → e-Invoice → Activate
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- Activation is registered on activate_einvoice_module and creates the default options.
Expected result and verification
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.