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Credit-note readiness, QR and XML

Add the EmaraTax QR block to a credit-note PDF

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 generate a credit-note PDF with its readiness QR block.

Audience: CRM staffPermission: Credit-note accessModule v1.0.0
Jump to steps
Where to goAdmin Area → Sales → Credit Notes → Open credit note → PDF
Before you start
  • Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
  • Verify module activation and the stated permission instead of using another staff member’s account.
  • For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.

What this guide helps you do

Generate a credit-note PDF with its readiness QR block. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

  1. Sign in to the staff admin area and open Admin Area → Sales → Credit Notes → Open credit note → PDF.
  2. Verify that your account meets the access rule: Credit-note access.
  3. Go to the required record or configuration and review its current values before making a change.
  4. Complete the displayed fields or action exactly as described in this guide.
  5. Save, submit, download or confirm the action using the button presented by the module.
  6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options

Hookcredit_note_pdf_header_after_custom_fields
ConditionQR enabled and generated payload available
Category/help-centre/category/emaratax-einvoicing/
Topic/help-centre/topic/emaratax-einvoicing-credit-note-readiness/

Rules and limits

  • The block is added by a credit-note PDF filter.
  • The QR payload is local evidence and not proof of authority acceptance.

Check it worked

  • The add the emaratax qr block to a credit-note pdf workflow completes without bypassing the module’s permission and validation checks.
  • The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
  • Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

  • Use least-privilege staff access and do not use another person’s account to reach a hidden action.
  • Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
  • Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.

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