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Send an e-invoice to a new recipient

To send an e-invoice to a new recipient, you should first contact the recipient and inform them that you are going to send e-invoices to them. This way, you'll minimize the risks of possible misunderstandings.
You need to add the new recipient to your customer directory within Pagero Online. To do so, complete the following steps.
  1. Enter the company name or their business ID in the
    Search network
     field.
    tip
    You can also filter based on document type or direction of sending.
  2. Select the company you want to connect to and then the
    View profile
     option.
  3. If this is the company you are looking for, select the
    Connect
     option.
  4. Choose if you want to receive from or send documents to this company and the available document types.
  5. Make sure your contact information is up to date before selecting
    Send request
    .
  6. Add your e-ID and select
    Submit
    .
    note
    Sometimes you might have to provide your electronic ID for certain service providers. Different service providers have various standards for what they classify as e-ID. Your VAT-number will work for the majority of providers.
  7. Select
    Send request
    .
  8. Check the status of your requests in the
    Requests
     section.
Depending on the configuration of your trading partner, your request can be either accepted immediately or wait for your trading partner to accept the request.

This article applies to:

  • Product: Pagero Online

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