e-Invoice
Create validated XML or JSON Mustache templates, view or download invoice and credit-note electronic files, attach configured output to sales emails and export eligible records into ZIP archives while respecting the supplied implementation limitations.
Setup, permissions and settings
Activate module defaults, grant the one bulk-export capability, configure default invoice/credit-note templates and optional email attachments.
01e-Invoice module overviewUnderstand template creation, output, email attachment and bulk-export flows implemented in version 1.0.0.02Activate the e-Invoice moduleCreate the default module options and register Finance settings, sales buttons and bulk-export capability.03Understand e-Invoice access and permissionsApply the single registered module capability and the admin-only template save/validate gates.04Open e-Invoice settingsUse the Finance child settings section registered at position 35.05Configure the default invoice e-Invoice templateChoose the template used by invoice view/download, bulk export and optional email attachment.06Configure the default credit-note e-Invoice templateChoose the template used by credit-note view/download and the configured attachment/export paths.07Enable invoice e-Invoice email attachmentsAttach rendered XML/JSON to the normal invoice email immediately before sending.08Enable credit-note e-Invoice email attachmentsUnderstand and test the supplied credit-note attachment hook before production use.
Template editor and validation
Create, edit, validate and delete XML/JSON Mustache templates using the code editor and server validation.
01Create an e-Invoice templateAdd a new module template stored in the core templates table with type einvoice.02Edit an e-Invoice templateUpdate an existing template after validating the changed content.03Delete an e-Invoice templateRemove a template from the settings list using the standard delete link.04Complete e-Invoice template fieldsEnter the three values used by validate_and_save.05Use the e-Invoice code editorUse the supplied CodeMirror build for structured template editing.06Validate an XML e-Invoice templatePass Mustache rendering and DOMDocument XML parsing before save.07Validate a JSON e-Invoice templatePass Mustache rendering and json_decode validation before save.08Troubleshoot invalid Mustache template syntaxResolve rendering exceptions before XML/JSON validation.
Placeholders and rendering
Use invoice, credit-note, item/tax, company, customer and custom-field values, plus filters and format post-processing.
01Understand e-Invoice placeholder sectionsUse the reference panel and Mustache sections for document and repeating item/tax data.02Use invoice e-Invoice placeholdersMap all supplied invoice totals, dates, statuses, currency and billing/shipping fields.03Use credit-note e-Invoice placeholdersMap all supplied credit-note identity, status, totals, currency and address fields.04Use e-Invoice line-item and tax placeholdersRender repeating items and their taxes through Mustache sections.05Use e-Invoice company placeholdersRender the configured CRM company identity and address.06Use e-Invoice customer and primary-contact placeholdersRender customer identity, address, VAT and primary-contact values.07Use e-Invoice custom-field placeholdersInclude supported custom fields added by the data helper.08Understand e-Invoice render filtersKnow where authorised extensions can modify data and final XML/JSON.09Understand e-Invoice XML and JSON post-processingKnow the final transformations made after Mustache rendering.10Understand e-Invoice render error outputRecognise error XML/JSON returned by runtime rendering exceptions.
Single-document output and email
View/download invoice or credit-note files, understand filename/MIME behaviour and optional email attachments.
01View an invoice e-InvoiceStream the default invoice XML/JSON inline in a new browser tab.02Download an invoice e-InvoiceDownload the rendered default invoice template.03View a credit-note e-InvoiceStream the default credit-note XML/JSON inline.04Download a credit-note e-InvoiceDownload the rendered default credit-note template.05Understand e-Invoice output filenames and MIME typesInterpret the route-generated name and headers.06Handle no default e-Invoice templateResolve the warning and redirect when a source document has no configured default.
Bulk export and operational limitations
Use the registered capability, filters, writable temporary storage, year folders and ZIP output while accounting for verified version 1.0.0 defects.
01Grant e-Invoice Bulk Export permissionExpose the Utilities child menu only to authorised staff.02Open e-Invoice Bulk ExportUse the Utilities workspace after receiving the module capability.03Choose a bulk export typeSelect Invoice or Credit Note as offered by the form.04Filter e-Invoice Bulk Export by statusUse All, numeric invoice/credit-note statuses or invoice Not sent.05Understand bulk-export period limitationsDo not rely on the displayed period/custom-date UI in the supplied version without correction.06Bulk export invoice e-InvoicesCreate a ZIP of eligible invoices rendered with the default invoice template.07Understand the credit-note bulk-export defectAvoid relying on the offered credit-note bulk action in the supplied version.08Prepare the e-Invoice temporary folderMeet the exporter writability requirement and automatic cleanup flow.09Understand e-Invoice bulk ZIP structureKnow the archive name, year subdirectories and generated file names.10Handle no records or template in bulk exportResolve the exporter warning paths.11Understand e-Invoice local-file securityKnow the file writer restrictions and complete-write checks.12Understand e-Invoice version 1.0.0 limitationsUse the supplied release without claiming unsupported or defective behaviour works.