Email Distribution

Email distribution offers an alternative delivery method, since large number of businesses around the world haven't yet started to automate their document flow.
Email distribution settings are managed in Distribution page. Customers you wish to invoice via email delivery will be maintained here. This article includes instructions how to add and remove customers individually from email distribution, and how to do it via imported list. Additionally, different settings will be explained here.
Before any documents can be sent, you must first make sure that the email distribution setting for your company is enabled in Pagero Online. To check this, log in to Pagero Online and navigate to
Distribution - Settings - General Settings
, and make sure you have
Activate Email Distribution
setting enabled. Without this setting enabled, your documents will not reach you customers via email. The other setting
Send to email address in document
will be covered just below.
There are two ways of sending documents via email.
Send to email address in document:
With this setting enabled, Pagero's system will look for recipient's email address within the document you're sending. If you have this setting on, you don't need to add recipients separately into your email distribution list.
Using email recipients directory send documents:
The second option to send email documents to your customers is using recipient directory inside Pagero Online. This is used much in the same way as sending documents normally, using a customer number in your document file and matching it to a recipient's email address in your customer directory. This can be done either manually one-by-one, or with an imported list. Navigate to
Distribution - Recipients
. Here you will see your email list. This includes all your existing email recipients, and is where you can add new ones. You may also use the search option to quickly find a specific recipient if needed, you can find this on the top left of the screen.

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