Startup reminder

After suppliers accept your invitation and set up an account, sometimes you need to send them a reminder to start using electronic invoicing.

To edit the text reminding them to start sending invoices through Kofax Invoice Portal, complete the following steps.

  1. In Suppliers > Startup reminder, select the language.
  2. In the invitation 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.

  3. 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.

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