Activate the e-Invoice module
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to create the default module options and register Finance settings, sales buttons and bulk-export capability.
Where to goAdmin Area → Setup → Modules → e-Invoice → Activate
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 this guide helps you do
Create the default module options and register Finance settings, sales buttons and bulk-export capability. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Upload the einvoice module directory with its bundled dependencies.
- Go to Setup → Modules.
- Activate e-Invoice.
- Go to Setup → Settings → Finance → e-Invoice.
- Create a test template and output.
Fields and options
Action scopeCreate the default module options and register Finance settings, sales buttons and bulk-export capability.
Module version1.0.0
NavigationAdmin Area → Setup → Modules → e-Invoice → Activate
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Activation is registered on activate_einvoice_module and creates the default options.
Check 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.
Related guides
Was this guide useful?Your response is stored only in this browser.