Summary
To invite your customers to start receiving invoices electronically, follow this procedure:
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Add customers: Add your customers to Kofax Invoice Portal.
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Invite: Invite customers to start receiving invoices electronically.
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Confirm: Some customers require more processing before you can invite them. In these cases, you might need to confirm the customer match or add missing contact information.
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Check customers: At any point, see in which stage of the onboarding process your customers are.
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Remind: Remind your customers that you want to send invoices electronically.
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Done: Find out which customers are currently receiving your e-invoices.