Understand e-Invoice version 1.0.0 limitations
Follow this guide to use the supplied release without claiming unsupported or defective behaviour works. 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 / Utilities → Bulk Export
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
Use the supplied release without claiming unsupported or defective behaviour works. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Use validated templates and individual invoice/credit-note View/Download.
- Test invoice email attachment before production.
- Treat credit-note email attachment and bulk export as requiring controlled verification/correction.
- Check bulk export date/status contents.
Fields and options to review
Action scopeUse the supplied release without claiming unsupported or defective behaviour works.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice / Utilities → Bulk Export
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- No network transmission standard, government portal submission, API, webhook, scheduled cron export, UBL/PEPPOL schema validator or digital signature is implemented by this module.
- Template validation checks syntax, not compliance with a jurisdictional e-invoice standard.
- The bulk period field wiring and credit-note exporter defects are documented above.
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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