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PDF invoice via e-mail

Before you can start using the service PDF invoice via e-mail, you need a list of email addresses to those recipients you want to send PDF invoices to.

You can choose to create a list directly in Pagero Online, or you can create a list in Excel.

Create a list in Pagero Online

1. Log on to Pagero Online.

In the left menu select Customer directory and Email distribution.

Click Add email address.

2. Enter the customer number and e-mail address and click Save.

3. You can now see that the customer number and e-mail address has been saved to your list.

Create a list in Excel

1. Start Excel, and start your list by creating two columns. Each column have to have a heading called: “customer_number” and “email”.

You can then begin entering the customer numbers and e-mail addresses.

If you have multiple customer numbers, for the same e-mail recipient, you should write the different customers numbers in one row and enter the same e-mail address for each customer number.

Note! It is only possible to enter one (1) e-mail address per customer number.

When you are finished, save your file.

Note! To download your e-mail distribution list to Pagero Online, you must save the file in CSV format.

 

Now you are ready to upload your list to Pagero Online.

Log on to Pagero Online

In the left menu select Customer directory and Email distribution.

Click: Import email addresses.

Click Browse and select the file you want to upload. The click Upload and Back.

You can now see your e-mail distribution list in Pagero Online and are ready to send PDF invoices to your receivers.

How to change your e-mail distribution list

Log on to Pagero Online

In the left menu select Customer directory and Email distribution.

You can choose to change your current list here. For example, you can add new e-mail addresses by clicking Add email.

You can also change an address by clicking Edit, or you can delete an address by clicking Delete.

If your address list is long, it might be easier to work with it in Excel.

In order to do that, you must first export the list to Excel.

To do this, click Export to Excel and OK.

In Excel, you can add, modify or delete existing customer numbers and addresses. If you want to add new customer number or address, you do this most easily by adding more rows in your list.

If you want to change an existing address or a customer number, you can click in the cell you want to modify and make your changes.

If you want to delete a customer number and an address entirely, select an entire row, right-click and select Remove.

Here we have added new addresses.