Bulk export invoice e-Invoices
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 a ZIP of eligible invoices rendered with the default invoice template.
Where to goAdmin Area → Utilities → Bulk Export → Export Type: Invoice
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 a ZIP of eligible invoices rendered with the default invoice template. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select Invoice.
- Select a status.
- Submit.
- Download the generated ZIP.
- Check the year folders and each output file.
Fields and options
Action scopeCreate a ZIP of eligible invoices rendered with the default invoice template.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Export Type: Invoice
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- The exporter queries invoices, loads each through invoices_model and renders the default invoice template.
- If staff lacks standard View invoices, the normal staff invoice where-SQL is applied.
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.
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