Enable credit-note e-Invoice email attachments
Understand and test the supplied credit-note attachment hook before production use.
Exact navigationAdmin Area → Setup → Settings → Finance → e-Invoice
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
Understand and test the supplied credit-note attachment hook before production use. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Select a default credit-note template.
- Set Send e-Invoice as credit note email attachment to Yes.
- Send a controlled test credit note.
- Verify every placeholder and output value before enabling broadly.
Fields, choices and supported possibilities
Action scopeUnderstand and test the supplied credit-note attachment hook before production use.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The hook runs before_credit_note_sent_to_client and uses the formatted credit-note number for the filename.
- The supplied code constructs Data\Invoice with the credit-note object instead of Data\CreditNote; this is a verified implementation defect and may produce incorrect output or fail depending on object fields.
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.
Important code-backed limitationDo not enable credit-note email attachment in production until a controlled test confirms the supplied version produces the required data, or the module code is corrected.