![]() ![]() ![]() If applicable, add discounts or charges, by clicking Add Discount or Add Charge and fill in the needed information:ħ. *Keep in mind that even though you have clicked on VAT Exemption, the VAT in the article row still needs to be a zero since this value is a mandatory field.Ħ. When the VAT Type has been chosen, you can add a text that provides further context by clicking on VAT Exemption You would need to add VAT Exemption for your article rows by clicking on “Add field to all rows” and then you click on VAT Exemption, so it has a checkbox in it.Īfterwards, you may choose the specific reason for the exemption under VAT Type Otherwise, you may skip directly to Step 6. ![]() If your invoice is to be VAT-exempted, please, keep reading. If you have received a registration link to Pagero from your customer directly, you can check all the extra invoice requirements on their Project page (the link to this page should be available in the registration email, but you may also request it from our Support team). Keep in mind that some customers could have some extra mandatory requirements or strict range of values that do not appear in this guide. To see all added additional fields, click Expand All, and Collapse All to hide the fields (the additional fields will still be added to the invoice). Choose the additional fields you wish to add from the list on the right side.Ĭ. If you wish to add a field to only one specific row, click the plus sign on that row. If needed, you can add additional fields to all rows, by click "Add field to all rows" on the bottom left. Add more rows by clicking on "Add Row".ī. Articles – Add information about the articles of the invoice.Ī. Keep in mind that all mandatory fields you need to fill are marked with a red asterisk ( *), if this information is not provided, it will not be possible to process/send the invoice.ĥ. If needed, additional fields can be added by clicking on "Add fields" and choose from the options that will appear on the right side of your screen (Invoice Details). Some data (customer number, delivery and invoice address) can be updated if required by clicking EditĤ. Information about the recipient will be pre-populated based on the information available in your directory. ![]() If available, click on the template you wish to use and click on Create invoice from template More information on how to save a template can be found in step 11.ģ. Please note that templates are not shared between different recipients. This way, you can select it in this step and adjust only the data that differs from your template. More information on how to add customers can be found here.Īfter creating an invoice, you have the option to save it as a template. If you can’t find the recipient in the drop-down menu, you would need to add them to your customer directory. Credit: A credit invoice is a document used, among others, to cancel or correct an invoice that has been successfully processed and sent.You may consider it as the default type of invoice to use. Debit: A debit invoice is a document used by a seller to inform the buyer of current debt obligations.Choose the recipient and the type of invoice you wish to create: To be able to access this portal, log in to Pagero Online with your credentials and click Create invoice:Ģ. From Pagero, we make our Invoice Portal available to our clients to facilitate the creation and sending of electronic invoices.ġ. ![]()
1 Comment
10/17/2023 06:05:17 am
I've been seeking online invoicing solutions, and I came across your article. I appreciate your dedication to crafting such informative content; it has proven to be extremely beneficial for my needs.
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