3 minute read

Integrating Epicor P21 Invoice Lookup with Billing Systems

In today’s dynamic business world, efficiency and optimized processes are the key to success. This is especially true when it comes to financial management and billing systems. Many companies use enterprise resource planning (ERP) software such as Epicor P21 to handle daily operations, including billing and invoicing.

As part of the ERP suite, Epicor P21 offers a customer portal feature that allows customers to access and manage invoices online. However, can the portal’s invoice search function be integrated with billing systems? Let’s find out.

First, let’s define the terms. Invoice Search is a tool that allows users to search and view specific invoices and their details, such as due date and amount. In turn, billing systems are programs that support the creation, sending, and tracking of invoices. This may include various features such as invoice templates, automatic payment reminders, and payment processing.

With this in mind, we can determine whether the invoice search functionality in the Epicor P21 Customer Portal can be integrated with billing systems. The short answer is: yes. The invoice search feature in the Epicor P21 Customer Portal allows customers to view invoices in real time. This information is downloaded directly from the billing system and updated in real time. This means that changes to your invoice, such as a changed payment date or changed amount, will be reflected in the portal.

But integration doesn’t end there. The Epicor P21 Customer Portal also allows users to make payments directly through the portal, which then syncs with the billing system. This eliminates the need for manual data entry and reduces the risk of errors. In addition, the customer portal also offers reporting features, so users receive a comprehensive overview of their invoices and payments.

This seamless integration of the customer portal with the billing system not only saves time and effort for the company and its customers, but also improves the transparency and accuracy of the billing process. It also improves communication between both parties as customers can easily access and manage their invoices anytime, anywhere.

To summarize, the invoice search functionality in the Epicor P21 Customer Portal is actually integrated with billing systems. This not only provides convenience for customers, but also helps companies improve efficiency and accuracy in managing their finances. As technology continues to advance, it is critical that companies leverage such integrated features to remain competitive and meet the ever-changing needs of their customers.

Ready to boost sales with the Epicor P21 Customer Portal?