Knowby Tyre Doctor
Knowby
Pagero Training
How to invoice through Pagero.
How to invoice through Pagero.
1
Step 1 of 9

Invoices for PAGERO📝 - Step 1


  1. Generate Bulk Invoice email on Netsuite through 'Mass Updates' Option.



2
Step 2 of 9

Invoices for PAGERO📝 - Step 2


  1. Invoices are sent to your inbox.
  2. Save these in a folder to upload onto Pagero.



3
Step 3 of 9

Using Pagero💻 - Step 1


  1. Login into Pagero.
4
Step 4 of 9

Using Pagero💻 - Step 2


  1. Go to 'Create Invoice'
  2.  Use the provided CSA (Cobar) Template
5
Step 5 of 9

Using Pagero💻 - Step 3


  1. Head to 'Sent Documents'
  2. Here you can search Invoices that have been uploaded.

6
Step 6 of 9

Using Pagero💻 - Step 3


  1. Go to 'Document Number' to search for Individual Invoices.
  2. You can check all the upload details.
7
Step 7 of 9

Uploading Invoices💰 - Step 1


  1. View the Invoice to gather data.
  2. Choose 'Invoice Type' = Goods.
  3. Insert Invoice number and PO.
  4. Choose correct dates.
  5. Place Quote into 'Delivery Note Number'
8
Step 8 of 9

Uploading Invoices💰 - Step 2


  1. Insert Item Description - This is on the PO and on the bottom of the Invoice.
  2. Insert Material Number (7 Digits), CSA will send a SES Number for Service PO's.
  3. Add Qty and Unit.
  4. Insert 'Unit Price' as Price Ex GST
  5. Confirm total price is correct.


Use below if NO Material/Description can be found.

How to find Material Number

9
Step 9 of 9

Uploading Invoices💰 - Step 3


  1. Upload PDF Version of the Invoice.
  2. Click Submit!
  3. Remove Invoice out of folder and repeat.