Pagero Connect General information

This guide contains instructions how to use Pagero Connect, as well as technical information regarding the installation and updating of the software.
1. General Information
Pagero Connect is a software program which is installed locally on your computer, that allows for invoices that have been created in your own financial system, to be sent to Pagero Online. With the Pagero Connect installation, a virtual printer called Pagero Printer can be installed, which works as a normal printer, but instead of printing physical paper documents, it creates a PDF and sends it to Pagero Connect. This can be easily done by choosing Pagero Printer when an invoice has been created, directly in your ERP system. When a document has been sent from the ERP system to Pagero Connect, it will appear in the Pagero Connect, with the files still locally available on your computer. To send the documents to Pagero Online, it would be necessary to log on to your Pagero Connect.
  • Single user environments
    . A single user environment is defined as a PC where one user at a time accesses Pagero's e-invoicing software.
  • Multi-user environments with manual processing
    . In this case, a multi-user environment is when a PC with fast user switching or a server is used for access to Pagero's e-invoicing software. This means that Pagero Connect is used as the communication software
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How to download?
  • Log into Pagero Online.
  • Go to
    Support - Downloads
    .
  • Download the installation file and click
    Run
    .
  • Follow the installation guide
Installing Pagero Connect on a local PC requires the user to have administrator rights on the local PC. Start Pagero Connect once the installation is finished. Enter your username and password and click
Ok
.
2. Single user environments
Log into Pagero Online, on the lower left side (right below where you log out), you should this 1.png symbol. Click here to start the installation of Pagero Connect and follow the installation instructions. Installing Pagero Connect on a local PC requires the user to have administrator rights on the local PC.

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