Handle no default e-Invoice template
Resolve the warning and redirect when a source document has no configured default.
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
Resolve the warning and redirect when a source document has no configured default. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Create a valid template.
- Select it as the relevant invoice or credit-note default.
- Save settings.
- Return to the source document and try View/Download again.
Fields, choices and supported possibilities
Action scopeResolve the warning and redirect when a source document has no configured default.
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 output controller redirects to the relevant sales list/hash when the default template cannot be found.
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.