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Setup, permissions and settings

Configure the default credit-note e-Invoice template

Follow this guide to choose the template used by credit-note view/download and the configured attachment/export paths. 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.

Audience: CRM staffPermission: AdministratorModule v1.0.0
Jump to steps
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice
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

Choose the template used by credit-note view/download and the configured attachment/export paths. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Create a valid credit-note-capable template.
  2. Select it under Default credit note template.
  3. Save settings.
  4. Go to a credit note and test View and Download.

Fields and options to review

Action scopeChoose the template used by credit-note view/download and the configured attachment/export paths.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

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.
e-Invoice module overviewConfigure the default invoice e-Invoice templateEnable invoice e-Invoice email attachmentsEnable credit-note e-Invoice email attachmentsGenerate and export an e-invoiceSend an invoice to a customer