Enable invoice e-Invoice email attachments
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Attach rendered XML/JSON to the normal invoice email immediately before sending.
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
Attach rendered XML/JSON to the normal invoice email immediately before sending. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Select a valid default invoice template.
- Set Send e-Invoice as invoice email attachment to Yes.
- Save settings.
- Send a test invoice through the normal CRM email action.
- Check the attachment name, MIME type and content.
Fields and options
Action scopeAttach rendered XML/JSON to the normal invoice email immediately before sending.
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
- The hook runs before_invoice_sent_to_client.
- The filename uses the formatted invoice number with slashes replaced by hyphens.
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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