Review the invoice preview readiness card
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Read the compact score, missing checks and QR card embedded in the invoice preview.
Where to goAdmin Area → Sales → Invoices → Open invoice
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
Read the compact score, missing checks and QR card embedded in the invoice preview. 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.
- Verify that your account meets the access rule: Invoice 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
Missing displayFirst eight missing checks plus remaining count
QR displayShown only when QR is enabled and a payload exists
Category/help-centre/category/emaratax-einvoicing/
Topic/help-centre/topic/emaratax-einvoicing-invoice-readiness/
Rules and limits
- The card is injected after the right-panel invoice preview template.
- The preview is informational and reflects the latest validation output.
Check it worked
- The review the invoice preview readiness card 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.
Related guides
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