Pagero Connect Search & Send files

Search Function
In the search field you can search for files that are stored in Pagero Connect. You can search for both outbound and inbound invoices. A more extensive search functionality is available in Pagero Online.
Send Files
You have to be logged in to Pagero Connect in order for invoices to be sent to Pagero Online.
Send files with Pagero Printer (automatically)
Make sure that Pagero Connect is running and that you are logged in. When the program is running an icon will be visible in the bottom right corner of your screen. 2. Open your accounting system and print the invoices you want to send. Select Pagero Printer as the printer. Your invoices are sent directly to Pagero Connect.
In
Views - Outbound
-
Pagero Online
-
Sent invoices
in Pagero Connect you can check that your invoices have been sent as desired.
Send files with Pagero Printer (manually)
Make sure that Pagero Connect is running and that you are logged in. When the program is running an icon will be visible in the bottom right corner of your screen. 2. Open your accounting system and print the files you want to send. Select Pagero Printer as the printer.
Open Pagero Connect. Your files will be visible in
Views
-
Outbound
-
Files on your computer
-
Files to send
. Click
Send all
if you want to send all the files, or select the single files you want to send, and click
Send
.
NOTE!
Invoices will be sent in Prod (Production) if nothing else is selected.
Sent invoices
In
Views - Outbound - Pagero Online - Sent invoices
you can check that your invoices have been sent as desired. Enter the invoice numer/invoice date/due date of the invoice in the
Filter
field to search for a specific invoice. Select
View presentation
to see a PDF presentation of the invoice.

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