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.
- In , select a group to view the invitation letter.
- Select the language.
-
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.
- Click Switch to the template text to use the suggested template.
- Edit the invoicing instructions, if any.
- 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.