Request Further Information when Verifying an Invoice

If you are verifying an invoice and need further information, you can send a message to the applicable company or department.

For information about replying to a further information request you have received, refer to Reply to a Request for Further Information.

To request further information when verifying an invoice:

1. Select the applicable invoice from the IRIS Invoice Matcher Home page, then click Start.
   
2. Click the Request information button.
   
3. The Request information window is displayed. If you need to email the request to the supplier or another user, enter an email address in Email recipient (optional). Otherwise, to just leave a message on the invoice, leave Email recipient blank.
   

4. Enter the message subject in Email subject, with the details of the query in Message, then click OK.

   The addressee receives the email with a pdf. copy of the invoice attached.

   
   Emails sent by this feature originate from ReadSoft Online; however, when you click reply in your email app, the email address of the person who sent the request for information is used. In other words, the reply-to field in the email header is set to the email address of the person who sent the request. When the person replies to the request, it is not displayed in IRIS Invoice Matcher, only the sender of the original email receives the reply to their email address.

5. The window closes and you are returned to the IRIS Invoice Matcher Home page.
6. The document is now displayed with the information icon.
   
   The message is saved on the Comments tab on the Document View page.