Pagero Connect

Index of contents

1. How can Pagero Connect be useful?
2. How to download?
3. How to update?
4. How to send invoices?

How can Pagero Connect be useful?

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

Please note: The printer is not always available by default, it might need to be added by the system administrator.

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.

How to update?

By running the Pagero Server Connect software, a version check will occur upon every start of the application. Once a newer version is available that requires you to upgrade, an email will be sent to the email address configured in the application. If you receive an upgrade notification, you can proceed with the update in Pagero Server Connect by following the steps below.

1. Make sure to pause the scheduler for Pagero Server Connect.
2. Open a file explorer and browse for the installation folder for Server Connect. We want to keep the folder until the upgrade is done. Rename the folder by, for example, adding a date to the folders name.
3. Create a new folder for the Pagero Server Connect Software.
4. Log in to our Portal. Go to Support > Downloads. Click the symbol to download a zip file containing the installation.
5. Extract the files to the new folder you created above.
6. Copy the configuration file (config.xml) from the “old” install folder.
7. Make sure that your scheduling software points to poscripted.jar and start the scheduler again.
8. Upgrade is done.

How to send invoices?

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. Inside Views– Outbound – Pagero Online – Sent invoices within Pagero Connect, you can check the delivery status of your documents.

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. 

Please 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 number/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.

Please note: Without Pagero e-archive, invoices are only searchable for 90 days.