The customer portal is an essential tool for companies, enabling them to smoothly manage their business. With the advancement of technology, many companies have turned to enterprise resource planning (ERP) software to improve their efficiency and productivity.

One such ERP software that has gained popularity is Epicor P21. It focuses on a variety of industries and provides solutions for a variety of processes, including customer relationship management, supply chain management, and financial management. In this article, we explore the functionality of the invoice search tool in the Epicor P21 Customer Portal and the ability for customers to set alerts for changes in invoice status.

An important element of the customer portal is the invoice search tool. It allows customers to view and track invoices and payments. Customers can search for invoices by various criteria, such as invoice number, order number, and date. They can also view the status of their invoices, whether they are pending, paid, or partially paid. This feature allows customers to easily track payments and manage cash flow effectively.

Now the question is: Can customers configure alerts for invoice status changes using the invoice search tool in the Epicor P21 customer portal? The answer is yes.

Customers can receive notifications to their registered email address or via the portal whenever their invoice status changes. Thanks to this function, customers are kept up to date on the status of their settlements without having to constantly check the portal. Setting up alerts for invoice status changes is a simple process. Customers can log in to the customer portal and go to the invoice search tool.

From here, they can select the invoice they want to receive notifications for and click the “Set Alerts” button. Customers can select the type of alert they want – email or portal notification – and the frequency of the alerts, such as daily, weekly, or monthly. This feature is useful for companies that have multiple suppliers and need to track invoice payments.

In short, the invoice search tool available in the Epicor P21 Customer Portal is a valuable feature that allows customers to track and manage their invoices. Additional functionality of setting alerts about changes in invoice status allows customers to keep track of payments and avoid potential payment delays. This feature demonstrates Epicor P21’s commitment to providing powerful and easy-to-use solutions for businesses.