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Tasks > Send invoices

Tasks

Send invoices

Time needed: About 5 minutes

What this does

When enabled, BridgeSync automatically generates a PDF invoice and attaches it to the WooCommerce emails you select. The PDF is created just before the email is sent, ensuring customers always receive up-to-date documents.

Configure email attachments

Email attachment settings are located on the Dashboard, not in a separate settings page.

  1. Go to PDF Invoices → Dashboard in your WordPress sidebar
  2. Scroll down to the Attach invoice PDF to emails section
  3. Enable the toggles for the emails where you want invoices attached:
    • Attach to "Customer Refunded" email — Invoice included with refund notifications
    • Attach to "Customer Completed" email — Invoice included when order is marked complete
  4. If you issue refunds, scroll to the Attach credit note PDF to refund emails section
  5. Enable Attach to "Customer Refunded" email for credit notes
  6. Click Save changes at the bottom of the page
Email attachment settings in the PDF Invoices dashboard

Which email should I use?

Your workflow Recommended email Why
Ship physical products Customer Completed Invoice arrives when order ships
Digital products Customer Completed Invoice arrives immediately after purchase
Subscription renewals Customer Completed Invoice arrives with each renewal
Manual invoicing None (generate manually) Download and send invoices yourself

E-invoices for B2B customers

If your business customers or their accountants request machine-readable invoices, you can also attach UBL or CII XML files. See E-invoices (UBL & CII) for complete setup instructions.

  1. On the PDF Invoices → Dashboard, find the UBL e-invoice (XML) section
  2. Enable Attach UBL to Processing/Completed emails
  3. For Factur-X/ZUGFeRD format, find the CII / Factur-X (XML) section
  4. Enable Attach CII to Processing/Completed emails
  5. Click Save changes

Verify it works

  1. Create a test order (or pick an existing one)
  2. Change the order status to trigger the email you configured (e.g., "Completed")
  3. Check your email inbox — the invoice PDF should be attached
  4. Open the PDF and verify your logo, colours, and company details appear correctly

Verify

Success: The invoice PDF is attached to the customer email, shows your branding, and contains correct order information.

Invoice not attached?

If the PDF isn't attached to emails:

  • Verify the toggle is enabled for the correct email type on the Dashboard
  • Check that WooCommerce emails are working (test other emails)
  • See Not attached to email for more troubleshooting steps