Search and choose

You can search for a supplier that is already a part of the Kofax Invoice Portal network.

  1. Under Add suppliers, click Search and choose.
  2. In the search box at the top, type at least three letters.

    The system can search for names, addresses, identifiers, and email addresses.

  3. In the list of search results, select the supplier to add.
  4. Specify a deadline for the supplier.

    The deadline is included in the invitations and reminders that you send to the supplier. For example, you can state that after the deadline, you will no longer send paper invoices.

  5. Click Add.