Understand the credit-note bulk-export defect
Avoid relying on the offered credit-note bulk action in the supplied version. 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 → Utilities → Bulk Export → Export Type: Credit Note
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
Avoid relying on the offered credit-note bulk action in the supplied version. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Do not use this path for production until corrected and tested.
- Use individual credit-note e-Invoice View/Download as the supported alternative.
- After a code fix, test model loading, query table, date column, numbering and template output.
Fields and options to review
Action scopeAvoid relying on the offered credit-note bulk action in the supplied version.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Export Type: Credit Note
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- BulkExporter always selects from the invoices table.
- Its processing path calls invoices_model->get even when credit_note was selected, while only credit_notes_model may have been loaded.
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 limitationCredit-note bulk export is a verified implementation defect in version 1.0.0 and may fail or export incorrect records.
Continue with related guidance
Was this guide useful?Your response is stored only in this browser.