To invite your customers to start receiving invoices electronically, follow this procedure:

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

  2. Invite: Invite customers to start receiving invoices electronically.

  3. 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.

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

  5. Remind: Remind your customers that you want to send invoices electronically.

  6. Done: Find out which customers are currently receiving your e-invoices.