Use View DN PDF from the invoice More menu
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to open the generated delivery-note PDF from the invoice’s existing actions menu.
Where to goAdmin Area → Invoices → Open invoice → More → View DN PDF
What this guide helps you do
Open the generated delivery-note PDF from the invoice’s existing actions menu. 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 with a non-void note.
- Go to the More actions menu.
- Select View DN PDF.
- Allow the document to open in a new tab.
- Verify the reference and invoice details before printing or sharing.
Fields and options
- Menu entry appears only when note metadata includes a PDF URL
- New-tab target uses `noopener`
- Admin PDF route uses note ID
Rules and limits
- The module inserts the entry without replacing core invoice actions.
- No entry is added when there is no active note.
- PDF generation is permission-protected through the admin controller.
Check it worked
- The authorised staff member receives the current generated PDF for the linked note.
Safety checks and troubleshooting
- Use the secure client/public path for recipient access rather than sharing an admin URL.
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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