The Epicor P21 Customer Portal is a powerful tool that offers a wide range of features to assist customers with inquiries and transactions. One of the most valuable capabilities of this portal is the ability to help customers reconcile invoices after searching for them. This feature simplifies the billing process for customers and allows them to efficiently resolve any discrepancies or questions.

Epicor P21 is a cloud-based ERP (Enterprise Resource Planning) software designed specifically for manufacturers, distributors, and retailers. It streamlines business processes and provides a holistic view of business operations, from purchasing and inventory management to accounting and customer management.

The customer portal is one of the key components of Epicor P21, providing customers with self-service access to their account information. One of the main benefits of using the Epicor P21 Customer Portal is the invoice reconciliation feature. This feature is particularly useful for customers who regularly receive many invoices from their suppliers. Using this feature, customers can easily match a supplier’s invoice to an order or related quote, ensuring they are invoicing for the correct products and quantities.

The invoice reconciliation feature in the Epicor P21 Customer Portal is easy to use and very intuitive. Once a customer logs into their account, they can easily go to the invoice section and enter the necessary parameters to search and download a specific invoice. This can be done by entering the customer’s invoice number, date range, or even order number. Once an invoice is located, the customer can use the portal’s search option to find the appropriate order or quote and easily compare them for reconciliation.

In addition to the invoice reconciliation functionality, the Epicor P21 Customer Portal also allows customers to access and print invoices at any time, as well as view payment history. This makes it easier for customers to track their bills and avoid late or missed payments.

Overall, enabling invoice reconciliation in the Epicor P21 Customer Portal is a huge benefit for customers. It not only streamlines the invoicing process, but also helps build transparency and trust between customers and their suppliers. The portal’s user-friendly interface and advanced search options enable customers to easily reconcile invoices and maintain accurate transaction records, making the overall experience of the Epicor P21 platform even more seamless and efficient.