Use e-Invoice line-item and tax placeholders
Render repeating items and their taxes through Mustache sections.
Exact navigationAdmin Area → Setup → Settings → Finance → e-Invoice → Template → Line Items / Taxes
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 repeating items and their taxes through Mustache sections. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Open the line-item section using the structure shown by the template reference.
- Insert item ID/order/name/description/quantity/unit/unit price/total.
- Inside each item, iterate taxes and insert name/rate/total.
- Close each Mustache section correctly.
- Validate with documents containing multiple items and taxes.
Fields, choices and supported possibilities
Item fieldsLINE_ITEM_ID, LINE_ITEM_ORDER, LINE_ITEM_NAME, LINE_ITEM_DESCRIPTION, LINE_ITEM_QUANTITY_NUMBER, LINE_ITEM_QUANTITY_UNIT, LINE_ITEM_UNIT_PRICE, LINE_ITEM_TOTAL.
Tax fieldsTAX_NAME, TAX_RATE, TAX_TOTAL.
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.