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Admin workflows

The admin UI separates invoice and credit-memo work. The available actions depend on the store-view feature switches and the admin role's ACL resources.

Invoice detail

On Sales > Invoices, open an invoice to see its E-Invoice Information block.

  1. For an empty, pending or error state, choose Generate E-Invoice only after checking the stored error and source data.
  2. After local generation reaches generated, confirm the format and generated timestamp.
  3. Use Download XML and, for ZUGFeRD or Factur-X with a stored PDF, Download PDF.
  4. Use Validate E-Invoice for the local validation result and View XML Content for inspection.
  5. Validate the downloaded file against the receiver's rules before delivery.

The page actions depend on status, available file paths, store-view switches and ACL. generated records local generation; it does not record transmission or acceptance.

Credit memo detail

Credit memos have a separate information block and generation action. General e-invoicing and credit-memo e-invoicing must both be enabled for the store view.

  1. Open the credit memo and check its status and any stored error.
  2. Choose Generate E-Invoice for an empty, pending or error state.
  3. After generation, use the XML/PDF download offered for the stored files or choose View XML Content.
  4. Validate the exported document with the appropriate CLI or recipient tool; the credit-memo detail UI has no Validate E-Invoice action.

When generated without an explicit format, a credit memo reads the store view's current Default B2B Format configuration, just like invoice generation. It does not bind to the format previously stored on the related invoice. If the store setting changes, a new or retried generation uses the new selection, while an already generated document is skipped by the management service. Credit memos still have separate mode, trigger, email and filename settings.

Grids and mass actions

The invoice grid exposes only E-Invoice Status as an added column. Authorized admins can run Generate E-Invoice or Download E-Invoices (ZIP) for selected invoices. The credit-memo grid adds no E-Invoice column and supports only Generate E-Invoice as an E-Invoice mass action.

Neither grid declares a mass-validation action. Prove a correction on one document before using generation on a selection; already generated records are skipped.

Validation result

Use the invoice detail-page validation action after generation and treat its result as a local diagnostic. For a credit memo, download or inspect the generated file and use the appropriate CLI or external validator. For PEPPOL BIS, also run the provider's current business-rule or Schematron validator. For XRechnung, confirm the buyer routing reference and recipient rules separately.

ACL boundary

Grant only the resources needed by an operator: configuration, invoice generation and credit-memo generation are separate permissions. REST routes use the corresponding generation ACLs. Do not expose generation endpoints or document contents to anonymous storefront clients.

Status Tracking Error Handling