Two types of files can be linked to invoices in Payt: an invoice document and invoice attachments. These are two different things, each with their own rules.
Invoice document
An invoice document is the original invoice in PDF format. An invoice always has a maximum of one invoice document.
An invoice document is required in order to send an invoice to your customer. If the invoice document is missing, the sending will be blocked until the document has been added.
Please note: do you only want to send a reminder and not an invoice? In that case, an invoice document is not required. We do recommend always adding it, so that your customer can immediately see what the reminder is about.
UBL invoice document
In addition to a PDF, you can also link a UBL/XML document to the invoice. This is a structured electronic invoice format that is required, for example, for sending via the Peppol network. Depending on the settings of your administration, a UBL document may be made mandatory.
Invoice attachment
An invoice attachment is supplementary documentation for the invoice, such as a specification or packing slip. An invoice can have multiple attachments in different file formats. An attachment is always optional and has no impact on the sending process.
Are documents and attachments sent to the customer?
You decide yourself whether invoice documents and attachments are sent as email attachments to your customers.