Get started
To start working with Kofax Invoice Portal, complete configuring your member settings.
Also, follow this procedure to set up all user accounts within your organization (member.)
- On the welcome page, in the Ready to get started section, click OK.
-
Click
Go to the Member account settings.
Kofax Invoice Portal redirects you to
. -
In the
Use Invoice Portal section, specify whether to use
Kofax Invoice Portal
for sending or receiving invoices, or both.
Also, you can select to become a participant of the Peppol network and to share the user information in Peppol.
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In
Party identifiers, add your identifying information.
If your organization has more that one type of identifiers, we recommend that you add them.
- In Tax certificates, specify your registered office and whether you have a tax certificate, or remove a tax certificate.
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In
Invites and reminders, specify the following information for sending invites and reminders to
suppliers or customers:
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Sending company email address
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Default reply deadline
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Whether to send automatic reminders to non-responders
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- In Logotype, upload a logo to be displayed on your printed invites and reminders, as well as PDF and printed invoices.
- In Estimated savings, change how estimated savings are calculated.
- If you use an API connection to the Kofax Invoice Portal, in Member API keys, generate an API key.
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Click
Save at the bottom of the page.
The member information is updated.
For more information about your member settings, see Member account.