Understand the Create or View Delivery Note invoice button
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that how the dynamic invoice action decides whether to create or open a note.
Where to goAdmin Area → Invoices → Open invoice
What this guide helps you do
Know how the dynamic invoice action decides whether to create or open a note. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.
Follow these steps
- Go to an invoice.
- Wait for the injected Delivery Note action.
- When no active note exists, select Create Delivery Note and complete the form.
- When an active note exists, select View Delivery Note to open it.
- Use the separate PDF action when it is shown.
Fields and options
- Invoice ID detected from page configuration, URL, data attributes or invoice links
- Metadata endpoint returns exists, reference, status, view URL and PDF URL
- Button label/action changes from Create to View
Rules and limits
- The script avoids inserting duplicate buttons.
- It observes dynamic invoice layouts and AJAX refreshes.
- The button depends on module enabled, invoice UI enabled and relevant capability/access.
- A void note is excluded by the active-note lookup, so the button can return to Create.
Check it worked
- The invoice presents the correct delivery action for its current active-note state.
Safety checks and troubleshooting
- If the action is missing, verify permissions and options before changing templates.
Stay within the supported flowDo not force database values, expose secure tokens, bypass permission checks, replace a stored signature or invent a status or interface that the supplied code does not implement.
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