Choose a bulk export type
Select Invoice or Credit Note as offered by the form.
Exact navigationAdmin Area → Utilities → Bulk Export → Export Type
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
Select Invoice or Credit Note as offered by the form. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Choose Invoice or Credit Note.
- Review the matching status choices.
- Continue to period/status selection.
Fields, choices and supported possibilities
Action scopeSelect Invoice or Credit Note as offered by the form.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Export Type
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The UI offers both types, but the supplied BulkExporter implementation is invoice-specific in critical query/model calls; credit-note export is not reliable in version 1.0.0.
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.