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.
- In , select a group to view the invitation letter.
- Select the language.
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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.
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Use one of the suggested templates:
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Switch to the template text "wish": Encourages suppliers to send invoices electronically.
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Switch to the template text "demand": Requests suppliers to send invoices electronically.
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- Edit the invoicing instructions, if any (under the settings menu.)
- Adjust the sender and their contact information, if any.
- Preview the reminder by clicking one of the preview links.
- Click Save at the bottom of the page.