Pagero Connect - Attachments

Using Pagero Connect you can send attachments both with invoices to be distributed to the recipients by E-print, and with e-invoices.

Activate the attachment feature

Log in to

Pagero Online

and click

Settings

.

If this link is unavailable, it's probably because you don't have administrator rights for your account. Contact the person who has administrator rights and ask he or she to log in to Pagero Online and apply these settings.

In

Settings

, go to:

Settings

-

Settings - User settings - Outbound

. Under

Attachments

, select

Enable manual handling

.. Invoices you send will now await attachments before being sent.

Save

Click

Add and send attachments

Start
Pagero Connect
To add an attachment to an invoice, you first have to send the invoice to Pagero Online.
The invoice is displayable under
Views - Outbound
-
Pagero Online
-
Files awaiting attachments
.
Select the invoice you wish to add an attachment to and click
Add attachment
.
Locate the attachment and state the document type. You can also write a note in the text box. Click
Ok.
Make sure that your attachment has been linked to the correct invoice by clicking the invoice. If the attachment is displayed in the third and last field it has been correctly attached. The invoice is now ready to be sent to the recipient with the attachment.
To send the invoice, click
Send selected
. If the file contains more than one invoice, you have to add attachments to all of the invoices. Repeat steps 4-5 for each invoice. If you don't add attachments to all of your invoices before you click Send selected, the following pop up window will be displayed. If you don't want to add more attachments, click
Yes
to send.
The invoice along with its attachments is now displayed in
Views - Outbound - Pagero Online - Sent invoices
.

Attachment format

Attachments sent via E-print (if you have that service) must be in TIFF or PDF format. Please observe, that if you use Original print (if you use your own invoice layout), you can only use PDF-format. If your attachments are sent by e-invoices it's possible to use other formats. However, all accounting systems and e-invoice suppliers don't support all formats. We therefore recommend using PDF when sending attachments with e-invoices to avoid eventual problems that might occur if the recipient can't handle other formats. If you are unable to create or convert your attachments in TIFF, there are several programs and online services to use, for example:www.softinterface.com www.convertfiles.com The maximum size of attached is 5 MB. If you are sending attachments via E-print, the resolution in TIFF should be 300 dpi.

6. Receive invoices

Receiving invoices via Pagero Connect is easy and simple process.

Download automatically

Your invoices are downloaded to the folder you specified in

Settings

-

Inbound

. Go to

Views - Inbound - Fetched invoices

to check that your invoices have arrived as desired.

Download manually

Go to
Views - Inbound - Unfetched invoices
to view your inbound but not yet downloaded invoices.
Click
Download all
if you want to download all invoices. If you want to download a selection of invoices, select the desired invoices and click
Download selected
.

Downloaded invoices

In

Inbound - Fetched invoices,

you can see which invoices have been downloaded. You can view detailed information for the invoices here, for example information about which attachments have been added to the invoice. Click

View target invoice

to see a PDF presentation of the invoice.