Understand the hardened PDF-close hook
This guide explains that when the module safely renders a QR code and when it returns without changing the PDF.
Where to goGenerate a supported Invoice, Payment, Credit Note, Estimate or Proposal PDF
Before you start
- Use an account with Administrator and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Know when the module safely renders a QR code and when it returns without changing the PDF. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Generate a supported Invoice, Payment, Credit Note, Estimate or Proposal PDF.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options
Exact actionUnderstand the hardened PDF-close hook
Exact navigationGenerate a supported Invoice, Payment, Credit Note, Estimate or Proposal PDF
Module version2.1.1
VerificationVerify the described lifecycle, setting, PDF or compliance evidence behaviour in the same workspace.
Rules and limits
- The hook requires an array payload, a non-empty type and pdf_instance that is an App_pdf.
- Invalid hook payloads return without rendering.
- Throwable errors are written to the application log.
Check it worked
- The supported understand the hardened pdf-close hook flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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