Use e-Invoice customer and primary-contact placeholders
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Render customer identity, address, VAT and primary-contact values.
Where to goAdmin Area → Setup → Settings → Finance → e-Invoice → Template → Client
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
Render customer identity, address, VAT and primary-contact values. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Insert CUSTOMER_* company/address fields.
- Insert CONTACT_FIRST_NAME, CONTACT_LAST_NAME, CONTACT_PHONE_NUMBER and CONTACT_EMAIL.
- Validate a customer with a primary contact.
Fields and options
Action scopeRender customer identity, address, VAT and primary-contact values.
Module version1.0.0
NavigationAdmin Area → Setup → Settings → Finance → e-Invoice → Template → Client
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Customer data is derived from the document client and the module customer data object.
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.
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