› Help for Member administrator › Settings › Member account › Use Invoice Portal

Use Invoice Portal

These settings control whether you are listed in Kofax Invoice Portal as an invoice recipient or sender, or both.

For example, if you have a lot of suppliers and receive invoices from them, you can invite them to Kofax Invoice Portal. After you select to receive invoices, you are included to the list of available recipients. Then, your suppliers select you from this list and send invoices to you.

Specify whether you plan to send or receive invoices through Kofax Invoice Portal.

  1. Click Settings > Member account.
  2. Under Use Invoice Portal, select one of the following options.

    • to both send and receive invoices: Adds you to the list of invoice senders and recipients.

    • to send invoices only: Adds you to the list of invoice senders (suppliers.)

    • to receive invoices only: Adds you to the list of invoice recipients (customers.)

    • to view invoice archive: Allows you to view all your invoices as far back as your service level allows. You will not be able to send or receive any new invoices.

    If you change your settings, Kofax Invoice Portal removes you from the current list and adds you to the selected one. The change goes into effect immediately.

  3. (Optional) To become a participant of the Peppol network as an invoice recipient, select Receive messages from Peppol network.
  4. (Optional) To publicly share user information in the Peppol network, select Agree to share data in external registries.
  5. Click Save at the bottom of the page.