› Help for Member user › Customers › Summary › Add customers › Add one manually

Add one manually

To add a customer manually, complete the following steps.

  1. Under Add customers, click Add one manually.
  2. Specify as much information about the customer as possible.

    The Action date field is for your own internal purposes. The deadline is included in the invitations and reminders that you send to customers. For example, you can set the action date for a week after the deadline as a reminder to yourself to follow up on the status of the customer and see whether they accepted your invitation.

  3. For customers based in Sweden, Norway, and Denmark, type the customer's organization number in the Identifier box.

    Click Add and then click Get address. Now their name and address are automatically filled in.

  4. Provide a customer ID.

    This ID is used throughout Kofax Invoice Portal as another way to identify the customer. For example, this ID can correspond to the one in your internal master data system.

  5. Click Add at the bottom of the screen.

    Some customers may prefer to receive invoices in the form of a PDF via email instead. Select the Send invoice in PDF format via email by e-mail option to enable this functionality. Be aware, that this way you bypass the usual invoice sending process and ignore any existing validation rules. Kofax Invoice Portal cannot guarantee successful invoice delivery.

    If you still want to apply the validation rules, select the Apply reception rules to invoices sent in PDF format option.