Use These Details and save the invoice

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 what the modal confirmation does before the final invoice submit.

What this guide helps you do

Understand what the modal confirmation does before the final invoice submit. This guide follows the supplied Delivery Note module’s live hooks, controller actions, model rules, views and stored side effects.

Follow these steps

1. Complete the modal.
2. Select Use These Details.
3. Check that Add Delivery Note is now selected.
4. Check the invoice and delivery details together.
5. Submit the invoice once.
6. Follow the saved-invoice Delivery Note action to verify the result.

Fields and options

• Modal values are copied to hidden fields
• Checkbox state authorises note creation
• Invoice submit remains the single persistence action

Rules and limits

• Use These Details does not create the note by itself.
• The module captures its values and strips them from the invoice data before core invoice persistence.
• The note is created only after the invoice-add hook receives the new invoice ID.

Check it worked

• One invoice and, when selected, one linked open Delivery Note are created without contaminating the core invoice payload.

Safety checks and troubleshooting

• Avoid repeated submits; verify the resulting invoice and note before retrying.

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