Invite

You can send invitations by email (free) or postal mail (only available in Sweden at extra charge).

Some suppliers cannot be invited until you confirm their match. Also, suppliers need to have either an email or a postal address. If they do not, you will not be able to invite them. Kofax Invoice Portal informs you when you need to add missing contact information.

To invite suppliers, complete the following steps.

On the Summary page, click Ready to be invited.
Click Invitation text to edit the invitation text.
Select the check box next to the supplier ID to invite the supplier.

To select all suppliers, click All on the Select drop-down menu.

To search for a specific supplier, type the search criteria in the text box.
Specify whether to send the invitations by email or postal mail when both options are available.

The Send by column indicates how a supplier can be invited: (mail), (email), or either if both options are available for the supplier.
- To invite suppliers by email, specify the deadline and click Send email.
- To invite suppliers by postal mail (only available in Sweden at extra charge), specify the deadline and click Send mail.
Select Auto reminder to automatically remind suppliers that are not responding to your invitation.

Kofax Invoice Portal sends a confirmation email to you. It provides a summary of how many suppliers were invited and other information. The suppliers you invited are now removed from the "Ready to be invited" list.