Configure the default credit-note e-Invoice template
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 choose the template used by credit-note view/download and the configured attachment/export paths.
Where to goAdmin Area → Setup → Settings → Finance → e-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
Choose the template used by credit-note view/download and the configured attachment/export paths. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Create a valid credit-note-capable template.
- Select it under Default credit note template.
- Save settings.
- Go to a credit note and test View and Download.
Fields and options
Action scopeChoose the template used by credit-note view/download and the configured attachment/export paths.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
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
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