Validate a JSON e-Invoice template
Pass Mustache rendering and json_decode validation before save. 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 → Template → Validate
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
Pass Mustache rendering and json_decode validation before save. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select JSON.
- Enter valid JSON using supported placeholders/sections.
- Select Validate.
- Correct the JSON error message.
- Save after success.
Fields and options to review
Action scopePass Mustache rendering and json_decode validation before save.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice → Template → Validate
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules the system enforces
- Decoded null is accepted only when the rendered content is literally null.
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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