Sending invoices in XML format

More and more customers are asking about the option to send invoices in XML format. This is a clear trend indicating that electronic invoicing is becoming increasingly important. In this post, we’d like to explain how to do this in Softpak.

Standard solution

Softpak offers a range of standard output formats for invoices, including: email, e-billing and XML.

Go to the Debtor screen (General > Relations > Debtors), and under Invoicing Details, enter ‘XML’ in the Invoice type field. The system will now send invoices in UBL format, including a PDF attachment.

Check in advance what an invoice you’ve already created looks like in XML format?

Of course, you can also check first whether the format looks correct. To do this, go to the relevant invoice. At the top of the toolbar, click on the XML icon.

This creates an XML file without sending it. The pop-up message shows the file name and location, so it’s easy to find where the file has been saved.