Module: e-Invoice v1.0.0
Default module for e-Invoice
How to use in BIXCRM (daily operations)
- Sign in to the admin area with a role that includes e-Invoice permissions.
- Open Einvoice (sidebar) or search for e-Invoice in the admin menu.
- Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
- Review Settings after upgrades — new options may need defaults for your company.
- Create or import master data first; most modules block transactions until masters exist.
- Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
- Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
- For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
- Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
- If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.
Admin menu — where to work
Open the e-Invoice section in the admin sidebar. Screens your staff may use (depending on role):
- Module Bulk Export
- Settings Group Einvoice
Detailed guide — features, workflows, API & FAQ
Setup Instructions
Install Dependencies
cd modules/einvoice
npm install
Build CodeMirror Bundle
Features
- CodeMirror 6 integration for XML editing
- Syntax highlighting for XML documents
- Real-time XML validation and linting
- Error highlighting and diagnostics
- Line numbers and code folding
- Bracket matching
Troubleshooting
If you encounter any issues with the CodeMirror integration:
- Check that all dependencies are installed
- Ensure the bundle is built correctly
- Check browser console for any JavaScript errors
One-time setup (first time only)
- Setup → Modules → activate e-Invoice.
- Setup → Staff → Roles → assign e-Invoice permissions (view, create, edit, delete, approve, export, settings as needed).
- Open e-Invoice → Settings and complete company defaults, prefixes, integrations, and notification options.
- Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
- Enable BIXCRM cron (
php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs. - Optionally enable REST API / webhooks in module settings if you integrate external systems.
BIXCRM Knowledge Base — usage guide generated from module README and documentation.