Complete e-Invoice template fields
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Enter the three values used by validate_and_save.
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice → New/Edit Template
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
Enter the three values used by validate_and_save. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Enter Name.
- Select Content Type XML or JSON.
- Enter Content.
- Validate and save.
Fields and options
NameStored as the template name.
Content TypeXML or JSON; JSON is special-cased, all other values follow XML validation/output defaults.
ContentRequired Mustache template; blank content is rejected.
Rules and limits
- Only values and transitions exposed by the supplied module code are supported.
- Server-side validation remains authoritative even when browser controls appear to accept a value.
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.