3 minute read

Understand Invoice Requests on Epicor P21 Customer Portal

The Epicor P21 Customer Portal is a powerful tool that gives customers instant access to their invoices, orders, and other important information about their accounts. A frequently asked question related to the customer portal is whether there are limits on the number of invoice queries per customer. In this blog post, we answer this question and discuss what customers need to know.

First, it is important to note that the Epicor P21 Customer Portal is designed to handle a large number of invoice requests. This means customers can access their invoices at any time without having to worry about any restrictions or limitations. This is a huge advantage for businesses that have many customers and need to process large volumes of invoices on a regular basis.

The customer portal is also designed to be user-friendly and easy to navigate. Customers can search for invoices by invoice number, sales order number, or other relevant information. This gives you easy and quick access to your invoices. However, it should be noted that the number of invoice query requests may have some limitations if the customer account is not set up correctly.

To use the Customer Portal, customers must have an active Epicor P21 account and be registered for the Customer Portal service. If these conditions are not met, customers may experience limitations on the number of invoice searches.

It is also important to note that the customer portal is a secure platform that requires customers to log in with a username and password. This ensures that only authorized users have access to sensitive information. Therefore, it is advisable that companies carefully manage and monitor their customers’ access to the customer portal to ensure the security of their data.

In summary, there are no specific limits on the number of invoice searches per customer in the Epicor P21 Customer Portal. As long as customers have an active account and are registered for the service, they can access their invoices at any time and without restriction. However, it is important that businesses ensure their customers’ accounts are set up correctly and access is managed securely. With these precautions, the customer portal can be a very efficient and valuable tool for both customers and companies.

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