Understand e-Invoice version 1.0.0 limitations
Use the supplied release without claiming unsupported or defective behaviour works.
Exact navigationAdmin Area → Setup → Settings → Finance → e-Invoice / 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 supplied release without claiming unsupported or defective behaviour works. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Use validated templates and individual invoice/credit-note View/Download.
- Test invoice email attachment before production.
- Treat credit-note email attachment and bulk export as requiring controlled verification/correction.
- Verify bulk export date/status contents.
Fields, choices and supported possibilities
Action scopeUse the supplied release without claiming unsupported or defective behaviour works.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice / Utilities → Bulk Export
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- No network transmission standard, government portal submission, API, webhook, scheduled cron export, UBL/PEPPOL schema validator or digital signature is implemented by this module.
- Template validation checks syntax, not compliance with a jurisdictional e-invoice standard.
- The bulk period field wiring and credit-note exporter defects are documented above.
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.