Add customers

Use one of the following procedures to add customers:

  • Upload file: Add several customers at a time by uploading a file from your business system.
  • Add one manually: Add a customer by manually specifying as much information as possible.
  • Search and choose: Add a customer by searching for them in the Kofax network.

After you add customers, they appear in the "Ready to be invited" section of the Summary page. You can now invite them to receive invoices electronically.