Filter e-Invoice Bulk Export by status
Use All, numeric invoice/credit-note statuses or invoice Not sent.
Exact navigationAdmin Area → Utilities → Bulk Export → Status
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
Use All, numeric invoice/credit-note statuses or invoice Not sent. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Choose the export type.
- Select All or one status.
- For invoices, select Not sent when required.
- Submit and verify the ZIP contents.
Fields, choices and supported possibilities
Action scopeUse All, numeric invoice/credit-note statuses or invoice Not sent.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Status
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- Numeric status applies exact status.
- A nonnumeric status such as not_send is translated to sent=0 and excludes invoice statuses 2 and 5.
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.