Invitation text

Kofax Invoice Portal suggests various templates that are automatically inserted by the system. You can add your specific instructions to one part of a template.

To edit the text inviting customers to start receiving invoices electronically, complete the following steps.

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

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

  4. Click Switch to the template text to use the suggested template.
  5. Edit the invoicing instructions, if any.
  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.