UBL creation

GoMeddo Subscription management supports the creation of UBL files, in addition to generating Invoice PDF Files. The UBL XML files are created according to the specification found at http://www.datypic.com/sc/ubl21/e-ns39_Invoice.html.

This documentation refers to version 2.39 and up. In older versions, the UBL creation process would always send the UBL file to the Billing_Attendant_To__c field on the Account.

Enabling UBL Creation

In the Available Custom Settings you can enable the AUTO_CREATE_UBL setting to automatically create the UBL file for every invoice. The file is attached to the invoice records, next to the pdf file. Depending on your settings, GoMeddo Subscription Management can either send the UBL in the same email to the same contact or use an alternative contact.

Account Setting

On an account, you can indicate if the UBL should be sent. Optionally, you can set the UBL_Billing_Attendant_To__c field, which is not included on the page layout by default.

If you leave the UBL_Billing_Attendant_To__c field empty but configure the creation of the UBL, one email will be sent to the Billing_Attendant_To__c. This email will contain both the UBL file and the invoice PDF.
However, if you only configure the UBL_Billing_Attendant_To__c field, it will send the UBL file to that address only.
Configuring both fields will result in two separate emails being sent. One email will be sent to the Billing_Attendant_To__c contact, including the invoice PDF. Another email will be sent to the UBL_Billing_Attendant_To__c contact, including the UBL file. If the same person is selected in both fields, they will receive two separate emails.

The UBL Email status is tracked on the invoice and can have one of three statuses: Pending, Error, or Sent.

The job to automatically send emails with UBL files needs to be scheduled as described in Scheduling Jobs The job's name is Job_EmailUBLInvoice.