e-Invoice — Setup, permissions and settings
Activate module defaults, grant the one bulk-export capability, configure default invoice/credit-note templates and optional email attachments.
e-Invoice module overview
e-Invoice module overviewUnderstand template creation, output, email attachment and bulk-export flows implemented in version 1.0.0.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideActivate the e-Invoice module
Activate the e-Invoice moduleCreate the default module options and register Finance settings, sales buttons and bulk-export capability.Admin Area → Setup → Modules → e-Invoice → Activate
Open guide →GuideUnderstand e-Invoice access and permissions
Understand e-Invoice access and permissionsApply the single registered module capability and the admin-only template save/validate gates.Admin Area → Setup → Staff → Roles; Setup → Settings → Finance → e-Invoice; Utilities → Bulk Export
Open guide →GuideOpen e-Invoice settings
Open e-Invoice settingsUse the Finance child settings section registered at position 35.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideConfigure the default invoice e-Invoice template
Configure the default invoice e-Invoice templateChoose the template used by invoice view/download, bulk export and optional email attachment.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideConfigure the default credit-note e-Invoice template
Configure the default credit-note e-Invoice templateChoose the template used by credit-note view/download and the configured attachment/export paths.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideEnable invoice e-Invoice email attachments
Enable invoice e-Invoice email attachmentsAttach rendered XML/JSON to the normal invoice email immediately before sending.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideEnable credit-note e-Invoice email attachments
Enable credit-note e-Invoice email attachmentsUnderstand and test the supplied credit-note attachment hook before production use.Admin Area → Setup → Settings → Finance → e-Invoice
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