This guide contains instructions how to use Pagero Connect, as well as technical information regarding the installation and updating of the software.
Table of Contents
- General information
- Single user environments
- Search function
- Send files
- Send attachments
- Receive invoices
1. General Information
Pagero Connect is a software program which is installed locally on your computer, that allows for invoices that have been created in your own financial system, to be sent to Pagero Online.
With the Pagero Connect installation, a virtual printer called Pagero Printer can be installed, which works as a normal printer, but instead of printing physical paper documents, it creates a PDF and sends it to Pagero Connect.
This can be easily done by choosing Pagero Printer when an invoice has been created, directly in your ERP system.
When a document has been sent from the ERP system to Pagero Connect, it will appear in the Pagero Connect, with the files still locally available on your computer. To send the documents to Pagero Online, it would be necessary to log on to your Pagero Connect.
- Single user environments. A single user environment is defined as a PC where one user at a time accesses Pagero’s e-invoicing software.
- Multi-user environments with manual processing. In this case, a multi-user environment is when a PC with fast user switching or a server is used for access to Pagero’s e-invoicing software. This means that Pagero Connect is used as the communication software
How to download?
1. Log into Pagero Online.
2. Go to Support– Downloads.
3. Download the installation file and click Run.
Please note: Installing Pagero Connect on a local PC requires the user to have administrator rights on the local PC.
4. Follow the installation guide.
Installing Pagero Connect on a local PC requires the user to have administrator rights on the local PC.
Start Pagero Connect once the installation is finished.
Enter your username and password and click Ok.
Please note: You have to be logged in to Pagero Connect to be able to send and receive invoices to and from Pagero Online.
2. Single user environments
Log into Pagero Online (www.pageroonline.com), on the lower left side (right below where you log out), you should this symbol. Click here to start the installation of Pagero Connect and follow the installation instructions. Installing Pagero Connect on a local PC requires the user to have administrator rights on the local PC.
3. 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.
4. 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)
1. 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.
3. 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)
1. 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.
3. 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.
Note! Without Pagero e-archive, invoices are only searchable for 90 days.
5. Send 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.
- Click Save. Invoices you send will now await attachments before being sent.
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.