Configure the default invoice e-Invoice template
Follow this guide to choose the template used by invoice view/download, bulk export and optional email attachment.
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice
Before you start
- 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 helps you do
Choose the template used by invoice view/download, bulk export and optional email attachment. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Create at least one valid e-Invoice template.
- Select it under Default invoice template.
- Save settings.
- Go to an invoice and test View and Download.
Fields and options
Action scopeChoose the template used by invoice view/download, bulk export and optional email attachment.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Only values and transitions exposed by the supplied module code are supported.
- Server-side validation remains authoritative even when browser controls appear to accept a value.
Check it worked
- 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.
Related guides
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