Providing a great customer experience is a top priority for any business, and Epicor software helps you do just that. Epicor makes the invoice view not only accessible to customers, but also customizable to your exact needs.

Customizing the customer invoice viewing experience with Epicor is a simple process. To get started, you must first install the Epicor software. This creates an environment in which you can adjust parameters and settings. You have the ability to customize the appearance of invoices and set up push notifications to send to customers when their invoices are generated.

Next, you need to set up your viewing experience for billing with Epicor. Here you specify the required fields, such as invoice details, order numbers, and payment terms, and upload and format invoice images. You must also enter any applicable taxes, duties, fees, and discounts.

Once these customizations are made, you can begin to personalize the invoice viewing experience with Epicor by adding branding elements such as customer contact information, logo, footer, and social media links. These options allow you to create an easy-to-use, professional-looking invoice.

Finally, don’t forget to review your process to ensure accuracy and a quality customer experience. Be sure to review and validate all data and settings before submitting your invoices. Check all your settings to make sure they are correct. Your customers will be amazed at the work you have done to improve their experience.

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