Create an 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 add a new module template stored in the core templates table with type einvoice.
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice → New 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
Add a new module template stored in the core templates table with type einvoice. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select New Template.
- Enter Name.
- Select XML or JSON.
- Enter valid Mustache content.
- Select Validate.
- Resolve all errors.
- Save.
Fields and options
Action scopeAdd a new module template stored in the core templates table with type einvoice.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice → New Template
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Successful create stores addedfrom, type einvoice, content and content_type.
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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