Invoice readiness, QR and XML

Correct the EmaraTax buyer company check

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Correct the source invoice data used by the buyer company readiness check.

Audience: CRM staffPermission: Invoice edit accessModule v1.0.0

Jump to steps

Where to goAdmin Area → Sales → Invoices → Open invoice → Edit → Save → More → EmaraTax Compliance / QR

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

Correct the source invoice data used by the buyer company readiness check. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

Sign in to the staff admin area and open Admin Area → Sales → Invoices → Open invoice → Edit → Save → More → EmaraTax Compliance / QR.
Verify that your account meets the access rule: Invoice edit access.
Go to the required record or configuration and review its current values before making a change.
Complete the displayed fields or action exactly as described in this guide.
Save, submit, download or confirm the action using the button presented by the module.
Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options

Readiness checkbuyer company

Code-backed requirementThe linked customer company must be present.

RecheckOpen EmaraTax Compliance / QR after saving

Category/help-centre/category/emaratax-einvoicing/

Topic/help-centre/topic/emaratax-einvoicing-invoice-readiness/

Rules and limits

The linked customer company must be present.
A missing check is stored in the module document and reduces the invoice score by four points.

Check it worked

The correct the emaratax buyer company check 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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