3 minute read

Exporting Invoice Details from Epicor P21 Customer Portal

As the world of commerce grows and evolves, so do the technologies and platforms that support it. One such platform is Epicor P21, a popular ERP (Enterprise Resource Planning) software that helps companies manage finances, sales, inventory, and more.

One of the key features of Epicor P21 is the customer portal, which allows customers to access account details and request important information such as invoices. However, a common question among Epicor P21 users is whether customers have the ability to export billing data obtained through the search functionality in the customer portal. In this article, we will delve into this topic.

The short answer is yes. Customers have the ability to export billing information via the search functionality in the Epicor P21 Customer Portal. One of the main ways to achieve this is by using Adobe Commerce, a popular eCommerce platform that integrates seamlessly with Epicor P21.

Adobe Commerce is designed to help businesses manage online sales and make it easier for customers to access and purchase products or services. To understand how to use Adobe Commerce to export billing data from the Epicor P21 Customer Portal, let’s first take a closer look at how the search function works.

The search feature in the customer portal allows users to search and download specific invoices based on parameters such as date, invoice number, and customer name. Once you receive your invoice, you can view it online or print it. However, if customers want a digital copy of the invoice for their records, they can export it using Adobe Commerce.

Adobe Commerce offers several export options that allow customers to save invoices in various formats, such as PDF or Excel. This means customers can save invoices on their computers or mobile devices for future reference.

Moreover, customers can also export multiple invoices at once, saving time and effort. Additionally, by integrating Adobe Commerce with the Epicor P21 Customer Portal, companies can offer customization options to their customers. For example, customers can export only specific items from an invoice, rather than the entire invoice. This level of flexibility and control allows customers to manage their invoices in a way that best suits their needs.

In summary, the search feature in the Epicor P21 Customer Portal provides customers with options to export billing data. Using Adobe Commerce, customers can easily export and save invoices in a digital format for their records.

Ready to boost sales with the Epicor P21 Customer Portal?