When you confirm a customer match, you keep your customer list up-to-date.
Kofax Invoice Portal searches among all members and connected operators for information that corresponds to your customers. If a match is found and the information is identical, you do not need to do anything. If the match is uncertain, you must manually confirm it before you invite the customer.
To confirm a customer match, complete the following steps.
- Under Confirm, you can see if you have any matches to confirm.
- Click Confirm match.
- Find the customer and click the Edit icon .
In the list of possible matches, choose the one that corresponds to the customer you selected.
If none of the suggestions are correct, select None of the suggested.