Summary

To invite your suppliers to start sending invoices electronically, follow this procedure:

1. Add suppliers: Add your suppliers to Kofax Invoice Portal.

2. Invite: Invite suppliers to start sending invoices electronically.

3. Confirm: Some suppliers require more processing before you can invite them. In these cases, you might need to confirm the supplier match or add missing contact information.

4. Check suppliers: At any point, see on which stage of the onboarding process your suppliers are.

5. Remind: Remind your suppliers that you want to receive invoices electronically.

6. Done: Find out which suppliers are currently sending you e-invoices.