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Documents

Documents in progress

In the
In Progress
 view, you are able to check all the documents that are yet to be processed or delivered to its intended receiver. Documents will stay here only for a short period of time.
Interface
Document Details
 When selecting on any of the listed documents, a new panel on the right-hand side of the screen will appear showing more detailed information about it.
  • Details
    : displays the same information you can see in the main view, plus some extra fields such as the document dates, total amount, and the customer that sent it.
  • Attachments
    : if a document has the
    Awaiting
     interaction status, you need to add its attachments again before the processing phase can start. After selecting the file, you need to select
    Add Attachment
     and then
    Send
    .
  • Document actions
    : at the bottom of the
    Details
     panel, you will see the
    Delete
     and
    Resend
     buttons.
    • Resend
      : restarts the processing phase. It can be used when a document is stuck in
      Sending
       status for a long time. If you are not sure, this action will be enough. You can consult with our Support by sending us a request from the upper menu in this Support Center.
    • Delete
      : if you realize the content of your document is incorrect, you can delete it to avoid being sent to its receiver, but only if the document is still on the In progress section. Once a document is
      Sent
      , it can't be deleted.
Filters
 Above the listed documents, you will find the filters section, which will allow you to easily find a specific one.
The interface consists of:
  • Search bar
    : allows you to type the document number to find a specific invoice.
  • Only show documents that require interaction
    : only documents in
    Awaiting
     interaction status will be displayed.

This article applies to:

  • Product: Pagero Online

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