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.
- In , select the language.
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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.
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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.