Single-document output and email

View an invoice e-Invoice

Stream the default invoice XML/JSON inline in a new browser tab. 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.

Audience: CRM staffPermission: Staff loginModule v1.0.0
Jump to steps
Where to goAdmin Area → Sales → Invoices → Open invoice → e-Invoice → View
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

Stream the default invoice XML/JSON inline in a new browser tab. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

  1. Go to the invoice.
  2. Go to the e-Invoice dropdown.
  3. Select View.
  4. Check the inline content and values.

Fields and options to review

Action scopeStream the default invoice XML/JSON inline in a new browser tab.
Module version1.0.0
NavigationAdmin Area → Sales → Invoices → Open invoice → e-Invoice → View
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.

Rules the system enforces

  • The View link is hidden on extra-small screens by the supplied view.
  • The output route uses output_type=view and Content-Disposition inline.

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.