Delete an e-Invoice template
Remove a template from the settings list using the standard delete link. 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 → Templates → Delete
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
Remove a template from the settings list using the standard delete link. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Verify it is not selected as a required default.
- Select Delete.
- Verify the deletion.
- Select replacement defaults if required.
Fields and options to review
Action scopeRemove a template from the settings list using the standard delete link.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice → Templates → Delete
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.
Important code-backed limitationDeleting a default template can leave output paths without a valid template until settings are corrected.
Continue with related guidance
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