3 minute read

Ins and Outs: Invoice Lookup in Epicor P21 Customer Portal

Epicor P21 is comprehensive enterprise resource planning (ERP) software designed specifically for industrial manufacturing and distribution companies. It offers a wide range of features that help companies streamline processes, improve efficiency, and increase profitability.

One such feature is the invoice search feature in the Epicor P21 Customer Portal, which allows users to access invoice information in a convenient and efficient way. The invoice search feature in the Epicor P21 Customer Portal allows customers to view and search for invoices using various criteria such as invoice number, date, customer name, or order number. This feature is particularly useful for companies that need to manage a large number of invoices, as specific invoices can be retrieved quickly and easily.

To use the invoice search feature, customers can simply log in to the Epicor P21 Customer Portal and go to the invoicing section. From there, they can enter their search criteria and the system will generate a list of relevant invoices. Customers can then select a specific invoice to view more details such as invoice items, payment status, and other related information.

One of the main benefits of the invoice search feature in the Epicor P21 Customer Portal is its real-time functionality. This means customers can access and view the most up-to-date and accurate information about their accounts, including any changes and updates made since their last login. This level of real-time access helps prevent delays and misunderstandings in communication between companies and their customers.

Additionally, the invoice search feature allows customers to download, print, or email invoices directly from the customer portal. This eliminates the need for paper invoices, enabling companies to reduce their carbon footprint and overall paper consumption.

In short, the invoice search feature in the Epicor P21 Customer Portal is a powerful tool that offers many benefits to businesses and their customers. By providing quick and easy access to billing information, it helps improve customer service, increase efficiency, and improve collaboration between businesses and their customers. With continued improvements and innovations in Epicor P21 software, we can expect this feature to become even more reliable and easier to use in the future.

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