Universal Business Language (UBL) invoices are machine-readable XML files that comply with international standards. With WebToffee’s WooCommerce PDF Invoices, Packing Slips, Delivery Notes, and Shipping Labels plugin, store owners can effortlessly generate UBL invoices for their WooCommerce stores. These XML invoices can be attached to WooCommerce order emails. Here are the key steps in attaching UBL(XML) invoices to WooCommerce order emails.
- Access the UBL Invoice Settings
- Complete the Initial UBL Invoice Setup
- Select Email Classes for UBL Invoice Attachments
- Ensure Email Classes Match Order Statuses
- Save Settings
Step 1: Access the UBL Invoice Settings
- Navigate to Invoice/Packing > Invoice > UBL(Beta) from the WordPress dashboard.
Step 2: Complete the Initial UBL Invoice Setup
- Before selecting email classes, ensure you’ve enabled UBL invoicing, selected a UBL format, and mapped WooCommerce tax classes to UBL tax categories and schemes.
- For more details, check out the following article: Enable and Generate UBL Invoices for WooCommerce Stores.
Step 3: Select Email Classes for UBL Invoice Attachments
- Within the UBL(Beta) tab, scroll down to the Select email(s) to attach UBL invoice option.
- From the dropdown, select the email classes to attach the UBL invoice.
Step 4: Ensure Email Classes Match Order Statuses
The Select email(s) to attach UBL invoice option is directly linked to the Automate invoice creation option (Invoice/Packing > Invoice > General). To attach UBL invoices to order emails, align the selected email classes with the order statuses chosen in the Automate invoice creation option.
To achieve this:
- Navigate to Invoice/Packing > Invoice > General from the WordPress dashboard.
- Head to the Automate invoice creation option.
- Ensure that the order statuses match the email classes selected in the Select email(s) to attach UBL invoice option. For instance, if you have chosen Completed order and Processing order as email classes, ensure the corresponding order statuses are Completed and Processing.
Step 5: Save Settings
- Click on Update Settings to save changes.
The image below shows a sample WooCommerce order email with a UBL invoice attachment.
