Use e-Invoice company placeholders
Render the configured CRM company identity and address.
Exact navigationAdmin Area → Setup → Settings → Finance → e-Invoice → Template → Company
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
Render the configured CRM company identity and address. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Insert company name, address, city, state, country, ZIP, phone and VAT placeholders.
- Validate output against Setup → Settings → Company Information.
Fields, choices and supported possibilities
Company fieldsCOMPANY_NAME, COMPANY_ADDRESS, COMPANY_CITY, COMPANY_STATE, COMPANY_COUNTRY_NAME, COMPANY_COUNTRY_ISO2, COMPANY_COUNTRY_ISO3, COMPANY_ZIP_CODE, COMPANY_PHONE, COMPANY_VAT_NUMBER.
Code-backed validations and workflow rules
- Only values and transitions exposed by the supplied module code are supported.
- Server-side validation remains authoritative even when browser controls appear to accept a value.
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.