Download an invoice e-Invoice
Download the rendered default invoice template. 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 → Sales → Invoices → Open invoice → e-Invoice → Download
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
Download the rendered default invoice template. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Go to the invoice.
- Go to e-Invoice.
- Select Download.
- Go to the downloaded XML/JSON and verify required values.
Fields and options to review
Action scopeDownload the rendered default invoice template.
Module version1.0.0
NavigationAdmin Area → Sales → Invoices → Open invoice → e-Invoice → Download
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.
Continue with related guidance
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