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Pagero Online routing

In any document, there can be multiple identifiers associated to the intended recipient of the file. Understanding how Pagero prioritizes identifiers for sending invoices is crucial for effective document routing.

Invoice with multiple IDs

When you upload a document to Pagero, the system identifies the recipient using the following priority of IDs:
  1. Customer number
  2. E-Invoice ID
  3. OVT number
  4. IBAN number
  5. GLN
  6. Organization number
  7. VAT number
If a match is found, the invoice is sent electronically to the recipient's service provider. Make sure that all identifiers in a document are correct to prevent misrouting.
Email and print distribution are fallback options, meaning documents attempt e-document matching before email or print distribution.

Unmatched IDs

  • If no ID matches, and your company has an email distribution agreement turned on, the system checks for an email address or customer number in the email distribution directory. If a match is found, the invoice is sent via email, but only the PDF presentation is sent, not the XML.
  • The customer number for email distribution is different from the customer number of your company's customer directory. Email distribution is only checked after every other ID doesn't match.
  • If your company either doesn't have an email distribution agreement, or no data was provided for this service to be turned on, we’ll confirm if your company has an External Print-agreement. If this agreement exists, we’ll try to send your invoice via our printing partners, so the document makes it in physical format to your customer.
  • If neither method is possible, the invoice stops in error and is not delivered.

Correct identifier usage

To avoid incorrect information in documents, verify the IDs in your customer directory. If necessary information is missing, check the customer directory for available identifiers. If still not available, leave the data empty rather than using random values.

This article applies to:

  • PRODUCT: Pagero Online

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