› Help for Member user › Customers › Summary › Add customers › Add one manually

Add one manually

To add a customer manually, complete the following steps.

  1. Under Add customers, click Add one manually.
  2. Specify as much information about the customer as possible.

    The Action date field is for your own internal purposes. The deadline is included in the invitations and reminders that you send to customers. For example, you can set the action date for a week after the deadline as a reminder to yourself to follow up on the status of the customer and see whether they accepted your invitation.

  3. For customers based in Sweden, Norway, and Denmark, type the customer's organization number in the Identifier box.

    Click Add and then click Get address. Now their name and address are automatically filled in.

  4. Provide a customer ID.

    This ID is used throughout Kofax Invoice Portal as another way to identify the customer. For example, this ID can correspond to the one in your internal master data system.

  5. Click Add at the bottom of the screen.