Load invoice relation data and merge data
Follow this guide to use supported relation selectors and merge preview/action. 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 goBroker Portal → Invoices → New/Edit
Before you start
- Use an account with Authenticated broker user with invoice access and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Use supported relation selectors and merge preview/action. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Broker Portal → Invoices → New/Edit.
- Select the exact record or option described in this guide.
- Complete the displayed fields or action using the rules below.
- Save or submit once and resolve any validation response.
- Check the resulting record, status, file, notification or integration effect.
Fields and options to review
Exact actionLoad invoice relation data and merge data
Exact navigationBroker Portal → Invoices → New/Edit
Module version1.0.0
Access ruleAuthenticated broker user with invoice access
VerificationReopen the source record and confirm the expected status, linked record, file, notification, portal visibility or financial effect.
Financial recordClient/vendor/landlord, linked property/request/contract, date/due date, currency, items, taxes, discounts, totals and status.
Payment evidencePayment mode, amount, transaction ID, note/comments, date paid and email/PDF choices where exposed.
Rules the system enforces
- Do not manually forge relation IDs.
- Verify linked CRM invoice/payment records before changing a real-estate payment or payout status.
- The module hooks after_payment_added to write property-related activity when the payment is linked.
How to confirm it worked
- The supported load invoice relation data and merge data flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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