› Help for Member user › Invoice › Create new

Create new

  1. To create an invoice, click Invoice > Create new.
  2. Under Choose recipient, enter the customer in the Search box and click Search.

    To search, enter at least three characters of the name and/or identifier of the member or its recipient office.

  3. From the list of customers, select the one that you need and click the name to start editing an invoice.

    If you plan to send invoices to this customer on a regular basis, click the star icon next to the name. The customers marked as favorite are always displayed below the search field.

Search for a recipient

Kofax recommends that you perform a search by the recipient's organization number or by the company name.

If you cannot find the required recipient, contact Support and communicate your recipient's name, corporate identity number, and the VAN ( Value Added Network) operator this recipient receives invoices from.