Complete e-Invoice template fields
Enter the three values used by validate_and_save. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template
Before you start
- 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 you’ll accomplish
Enter the three values used by validate_and_save. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Enter Name.
- Select Content Type XML or JSON.
- Enter Content.
- Validate and save.
Fields and options to review
NameStored as the template name.
Content TypeXML or JSON; JSON is special-cased, all other values follow XML validation/output defaults.
ContentRequired Mustache template; blank content is rejected.
Rules the system enforces
- 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.
How to confirm it worked
- 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.
Continue with related guidance
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