3.5 minute read

Invoice Status Changes: Epicor P21 Customer Portal

As technology continues to evolve, companies are constantly looking for ways to streamline their operations and improve their customer service. One area where this is particularly true is the world of invoice management.

Traditionally, customers had to contact their supplier or log into a separate system to check the status of their invoices. However, with the launch of the Epicor P21 Customer Portal, customers now have the ability to set up notifications of changes to their invoice status directly from the invoice search tool.

For those who don’t know, Epicor P21 is a comprehensive Enterprise Resource Planning (ERP) software designed specifically for wholesalers. The customer portal is one of the many features of this software that allows customers to access and manage their account information, including invoices, estimates, and payments. With the invoice search tool, customers can easily search for specific invoices and view their status, history, and other relevant details.

However, what sets the invoice search tool in the Epicor P21 Customer Portal apart from traditional invoice management methods is the ability to provide customizable notifications for status changes. This means customers can set up alerts to be notified immediately when their invoice status changes, be it a payment or delivery confirmation, or even an invoice adjustment.

Setting up alerts is a simple process that can be done through the invoice search tool. Customers can select their preferred notification method, whether via email or SMS, and select which types of changes they would like to receive notifications about. This level of customization allows customers to stay on top of their bills and stay up to date, so they don’t have to constantly check for updates.

In addition to improving the customer experience, setting up alerts through the Epicor P21 Customer Portal can also benefit businesses. With real-time updates and alerts, suppliers can ensure timely payment from their customers, resulting in better cash flow and financial stability. This not only helps companies stay organized and efficient, but also allows them to build stronger and more transparent relationships with their customers.

In summary, the invoice search tool in the Epicor P21 Customer Portal provides customers the convenience and flexibility to set up alerts for changes to their invoice status. This feature allows businesses to improve their customer service while reaping the benefits of better financial management. As technology continues to evolve, it is important that businesses adapt and leverage new tools like the customer portal to stay ahead of the competition.

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