Invitation reminder

Kofax Invoice Portal offers various templates that are automatically inserted by the system. You can add your specific instructions to one part of a template. Remind your suppliers of the invitation sent to them.

To edit the text reminding suppliers to start sending invoices electronically, complete the following steps.

  1. In Suppliers > Invitation reminder, select a group to view the invitation letter.
  2. Select the language.
  3. In the reminder text field, edit the message to send to suppliers.

    The message you specify here is added after the standard information that is included in the reminders.

  4. Use one of the suggested templates:
    • Switch to the template text "wish": Encourages suppliers to send invoices electronically.

    • Switch to the template text "demand": Requests suppliers to send invoices electronically.

  5. Edit the invoicing instructions, if any (under the settings menu.)
  6. Adjust the sender and their contact information, if any.
  7. Preview the reminder by clicking one of the preview links.
  8. Click Save at the bottom of the page.