Workflow

e-Invoice — Template editor and validation

Create, edit, validate and delete XML/JSON Mustache templates using the code editor and server validation.

8 connected guidesLive filterPermission-aware instructions
8 guides
Guide

Create an e-Invoice template

Create an e-Invoice templateAdd a new module template stored in the core templates table with type einvoice.Admin Area → Setup → Settings → Finance → e-Invoice → New Template

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Guide

Edit an e-Invoice template

Edit an e-Invoice templateUpdate an existing template after validating the changed content.Admin Area → Setup → Settings → Finance → e-Invoice → Templates → Edit

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Guide

Delete an e-Invoice template

Delete an e-Invoice templateRemove a template from the settings list using the standard delete link.Admin Area → Setup → Settings → Finance → e-Invoice → Templates → Delete

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Guide

Complete e-Invoice template fields

Complete e-Invoice template fieldsEnter the three values used by validate_and_save.Admin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template

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Guide

Use the e-Invoice code editor

Use the e-Invoice code editorUse the supplied CodeMirror build for structured template editing.Admin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template

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Guide

Validate an XML e-Invoice template

Validate an XML e-Invoice templatePass Mustache rendering and DOMDocument XML parsing before save.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Validate

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Guide

Validate a JSON e-Invoice template

Validate a JSON e-Invoice templatePass Mustache rendering and json_decode validation before save.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Validate

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Guide

Troubleshoot invalid Mustache template syntax

Troubleshoot invalid Mustache template syntaxResolve rendering exceptions before XML/JSON validation.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Validate

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