Choose a bulk export type
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Select Invoice or Credit Note as offered by the form.
Where to goAdmin Area → Utilities → Bulk Export → Export Type
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
Select Invoice or Credit Note as offered by the form. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select Invoice or Credit Note.
- Check the matching status choices.
- Continue to period/status selection.
Fields and options
Action scopeSelect Invoice or Credit Note as offered by the form.
Module version1.0.0
NavigationAdmin Area → Utilities → Bulk Export → Export Type
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- The UI offers both types, but the supplied BulkExporter implementation is invoice-specific in critical query/model calls; credit-note export is not reliable in version 1.0.0.
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
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