Understand e-Invoice render filters
This guide explains that where authorised extensions can modify data and final XML/JSON. 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 goCode-backed reference → e-Invoice data and handler filters
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
Know where authorised extensions can modify data and final XML/JSON. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Use einvoice_template_data to alter the render data before Mustache.
- Use document/item placeholder filters for scoped values.
- Use einvoice_rendered_xml or einvoice_rendered_json for final output.
- Test all view, download, email and bulk paths.
Fields and options to review
Action scopeKnow where authorised extensions can modify data and final XML/JSON.
Module version1.0.0
NavigationCode-backed reference → e-Invoice data and handler filters
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- before_get_einvoice_* filters are also applied by the data classes.
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
Was this guide useful?Your response is stored only in this browser.