Use the e-Invoice code editor
Use the supplied CodeMirror build for structured template editing.
Exact navigationAdmin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template
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 CodeMirror build for structured template editing. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Exact step-by-step process
- Open the template editor.
- Use line numbers, folding and bracket matching to edit structured content.
- Run Validate before Save.
Fields, choices and supported possibilities
Action scopeUse the supplied CodeMirror build for structured template editing.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template
EvidenceConfirm the stored record, status, output, email, event or log produced by the code path.
Code-backed validations and workflow rules
- The module loads its CodeMirror CSS/JavaScript and template JavaScript only on the template page.
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.