3.5 minute read

Customize Your Invoice Lookup in Epicor P21 Customer Portal

In today’s fast-paced business world, companies are constantly looking for ways to improve their operations and customer experiences. This includes streamlining processes and automating tasks as much as possible. For many companies, this also means introducing enterprise resource planning (ERP) software, such as Epicor P21.

This comprehensive platform offers a wide range of features and tools to help businesses manage inventory, orders, and finances. A particularly useful aspect of Epicor P21 is the customer portal, which allows customers to access important information and manage their account. When considering a new ERP system, one question that often arises is whether customers will be able to customize their invoice search in the Epicor P21 Customer Portal. The answer is yes! This feature is not only beneficial for customers, but also for the company itself.

With the increasing demand for customization and personalization in all aspects of daily life, it is no surprise that customers expect the same from their business interactions. By giving customers the ability to customize their billing search, companies can meet this expectation and strengthen their relationships with customers.

One way to customize invoice search is Adobe Commerce, which is integrated into Epicor P21. Adobe Commerce is a powerful eCommerce platform that offers a wide range of tools to personalize and improve customer experiences. This integration allows customers to seamlessly access their order and invoice history through the Epicor P21 Customer Portal and easily search for specific invoices using detailed criteria such as order number, date, or amount.

The customization options don’t stop there. Customers can also set up personalized alerts for new invoices or pending payments so they never miss a payment. The portal allows customers to view payment status and make payments directly through the system, providing them with a convenient and efficient way to manage their accounts. This level of customization not only benefits customers, but also improves company efficiency. By giving customers access to their billing information and making payments directly through the portal, the administrative burden on staff is reduced and time and resources are freed up for other tasks.

In summary, the answer to the question of whether customers can make customizations for their invoice search in the Epicor P21 Customer Portal is a resounding yes. With Adobe Commerce integration and available customizable options, businesses can enhance their customers’ experiences and improve their own operations. As technology continues to evolve, it is critical for businesses to stay current and adapt to the changing needs and expectations of their customers.

Ready to boost sales with the Epicor P21 Customer Portal?