Open e-Invoice Bulk Export
Use the Utilities workspace after receiving the module capability.
Exact navigationAdmin Area → Utilities → Bulk Export
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 the Utilities workspace after receiving the module capability. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Open Utilities.
- Select Bulk Export.
- Choose an export type and filters.
- Submit only after reading the version limitations documented below.
Fields, choices and supported possibilities
Action scopeUse the Utilities workspace after receiving the module capability.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- 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.
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.