e-Invoice complete guide set
Create validated XML or JSON Mustache templates, view or download invoice and credit-note electronic files, attach configured output to sales emails and export eligible records into ZIP archives while respecting the supplied implementation limitations.
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
Open guide →GuideCreate 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
Open guide →GuideEdit 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
Open guide →GuideDelete 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
Open guide →GuideComplete 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
Open guide →GuideUse 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
Open guide →GuideValidate 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
Open guide →GuideValidate 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
Open guide →GuideTroubleshoot invalid Mustache template syntax
Troubleshoot invalid Mustache template syntaxResolve rendering exceptions before XML/JSON validation.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Validate
Open guide →GuideUnderstand e-Invoice placeholder sections
Understand e-Invoice placeholder sectionsUse the reference panel and Mustache sections for document and repeating item/tax data.Admin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template → Available placeholders
Open guide →GuideUse invoice e-Invoice placeholders
Use invoice e-Invoice placeholdersMap all supplied invoice totals, dates, statuses, currency and billing/shipping fields.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Invoice placeholders
Open guide →GuideUse credit-note e-Invoice placeholders
Use credit-note e-Invoice placeholdersMap all supplied credit-note identity, status, totals, currency and address fields.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Credit Note placeholders
Open guide →GuideUse e-Invoice line-item and tax placeholders
Use e-Invoice line-item and tax placeholdersRender repeating items and their taxes through Mustache sections.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Line Items / Taxes
Open guide →GuideUse e-Invoice company placeholders
Use e-Invoice company placeholdersRender the configured CRM company identity and address.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Company
Open guide →GuideUse e-Invoice customer and primary-contact placeholders
Use e-Invoice customer and primary-contact placeholdersRender customer identity, address, VAT and primary-contact values.Admin Area → Setup → Settings → Finance → e-Invoice → Template → Client
Open guide →GuideUse e-Invoice custom-field placeholders
Use e-Invoice custom-field placeholdersInclude supported custom fields added by the data helper.Admin Area → Setup → Settings → Finance → e-Invoice → Template
Open guide →GuideUnderstand e-Invoice render filters
Understand e-Invoice render filtersKnow where authorised extensions can modify data and final XML/JSON.Code-backed reference → e-Invoice data and handler filters
Open guide →GuideUnderstand e-Invoice XML and JSON post-processing
Understand e-Invoice XML and JSON post-processingKnow the final transformations made after Mustache rendering.Automatic e-Invoice rendering
Open guide →GuideUnderstand e-Invoice render error output
Understand e-Invoice render error outputRecognise error XML/JSON returned by runtime rendering exceptions.Admin Area → invoice/credit note → e-Invoice → View/Download
Open guide →GuideView an invoice e-Invoice
View an invoice e-InvoiceStream the default invoice XML/JSON inline in a new browser tab.Admin Area → Sales → Invoices → Open invoice → e-Invoice → View
Open guide →GuideDownload an invoice e-Invoice
Download an invoice e-InvoiceDownload the rendered default invoice template.Admin Area → Sales → Invoices → Open invoice → e-Invoice → Download
Open guide →GuideView a credit-note e-Invoice
View a credit-note e-InvoiceStream the default credit-note XML/JSON inline.Admin Area → Sales → Credit Notes → Open credit note → e-Invoice → View
Open guide →GuideDownload a credit-note e-Invoice
Download a credit-note e-InvoiceDownload the rendered default credit-note template.Admin Area → Sales → Credit Notes → Open credit note → e-Invoice → Download
Open guide →GuideUnderstand e-Invoice output filenames and MIME types
Understand e-Invoice output filenames and MIME typesInterpret the route-generated name and headers.Admin Area → invoice/credit note → e-Invoice → View/Download
Open guide →GuideHandle no default e-Invoice template
Handle no default e-Invoice templateResolve the warning and redirect when a source document has no configured default.Admin Area → Setup → Settings → Finance → e-Invoice
Open guide →GuideGrant e-Invoice Bulk Export permission
Grant e-Invoice Bulk Export permissionExpose the Utilities child menu only to authorised staff.Admin Area → Setup → Staff → Roles → e-Invoice → Bulk Export
Open guide →GuideOpen e-Invoice Bulk Export
Open e-Invoice Bulk ExportUse the Utilities workspace after receiving the module capability.Admin Area → Utilities → Bulk Export
Open guide →GuideChoose a bulk export type
Choose a bulk export typeSelect Invoice or Credit Note as offered by the form.Admin Area → Utilities → Bulk Export → Export Type
Open guide →GuideFilter e-Invoice Bulk Export by status
Filter e-Invoice Bulk Export by statusUse All, numeric invoice/credit-note statuses or invoice Not sent.Admin Area → Utilities → Bulk Export → Status
Open guide →GuideUnderstand bulk-export period limitations
Understand bulk-export period limitationsDo not rely on the displayed period/custom-date UI in the supplied version without correction.Admin Area → Utilities → Bulk Export → Period
Open guide →GuideBulk export invoice e-Invoices
Bulk export invoice e-InvoicesCreate a ZIP of eligible invoices rendered with the default invoice template.Admin Area → Utilities → Bulk Export → Export Type: Invoice
Open guide →GuideUnderstand the credit-note bulk-export defect
Understand the credit-note bulk-export defectAvoid relying on the offered credit-note bulk action in the supplied version.Admin Area → Utilities → Bulk Export → Export Type: Credit Note
Open guide →GuidePrepare the e-Invoice temporary folder
Prepare the e-Invoice temporary folderMeet the exporter writability requirement and automatic cleanup flow.Server deployment → CRM TEMP_FOLDER, then Admin Area → Utilities → Bulk Export
Open guide →GuideUnderstand e-Invoice bulk ZIP structure
Understand e-Invoice bulk ZIP structureKnow the archive name, year subdirectories and generated file names.Admin Area → Utilities → Bulk Export → Download ZIP
Open guide →GuideHandle no records or template in bulk export
Handle no records or template in bulk exportResolve the exporter warning paths.Admin Area → Utilities → Bulk Export
Open guide →GuideUnderstand e-Invoice local-file security
Understand e-Invoice local-file securityKnow the file writer restrictions and complete-write checks.Automatic bulk export → TEMP_FOLDER
Open guide →GuideUnderstand e-Invoice version 1.0.0 limitations
Understand e-Invoice version 1.0.0 limitationsUse the supplied release without claiming unsupported or defective behaviour works.Admin Area → Setup → Settings → Finance → e-Invoice / Utilities → Bulk Export
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