Submitting an invoice through Pak Exchange is as easy as it gets. Under Invoices in the top left-hand corner, please navigate to the “Send Invoice” button in blue.


  1. Click the “Send Invoice” button. Clicking this button will bring up a pop-up window with a drop-down box. This drop-down box lists all Parties your company is connected to within the Pak Exchange Network.

  2. Click the drop-down box and select which customer you wish to send the invoice to. If several Parties are available, you can also start typing your customer's name, and Pak Exchange will find that customer for you.

  3. After selecting your customer, another box below the drop-down menu will appear. This box allows you to select your invoice manually from your computer or to drag and drop your invoice.

**REMEMBER** To use the drag and drop feature, find the invoice you wish to upload > left-click on the mouse and hold that button>drag the invoice to the box. Once in the box, you can let go of the left mouse button, and Pak Exchange will copy the invoice automatically.

If you want to find a file from your computer manually>click in the box>a pop-up box will appear, allowing you to search for the invoice you wish to upload. Once located, double-click on the file, or click once on the file and click on Open in the bottom right-hand corner of the pop-up box. 

4. Once the invoice has been selected and shows in the box, click on the “Next” button in the bottom right-hand corner. 

5. Once the invoice has been uploaded into the Pak Exchange Network, some information must be filled out. **REMEMBER** Click to Fill & Remember is learning in the background. The more the system is used, the less you will have to fill in on other invoices.

6. The required fields to be filled out are Document Date, Org Unit, Invoice #, Service Date, and Invoice Total. This information can be filled in manually, or you can find the information on your invoice and highlight what is necessary. 

**NOTE** Please DO NOT fill out the description field or check the Show Detail Item unless SPECIFICALLY requested by your customer. 

  • Option #1 – manually click on the required fields and input the information from your invoice. 
  • Option #2 – click in the box that needs to be filled > navigate to the invoice on the right-hand side > highlight the information.

**NOTE** Highlight/Click to Fill & Remember the required information by clicking your left mouse button > holding down the left mouse button > dragging your mouse to include all information. (a yellow “highlighter” bar will show you what you input into that space.)

  • The Click to Fill & Remember option can be used for all fields and saves the user from typing in the information manually, reducing typing errors and other mistakes. As more invoices are coded to the same customer, the system will remember the selections made and review the general area to automatically fill in or make suggestions for future invoices. The suggestions will improve as the Pak Exchange Network processes more invoices and gets “smarter,” making inputting invoices easier.

7. Once all information has been filled in according to your customer specifications, click the blue “Send” button in the top right-hand corner.

8. Once the Pak Exchange Network finishes uploading your document, it will automatically redirect you to the beginning of the Invoice tab. The “Status” in the below grid shows that the invoice has been sent. Once the invoice is with your customer, this status will be updated to Received.