- To create an invoice, click .
Choose recipient, enter the customer in the
Search box and click
To search, enter at least three characters of the name and/or identifier of the member or its recipient office.
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.