As companies strive to be more efficient and cost-effective, access to accurate and timely information is critical. An area where this is particularly important is invoice management. Customers need to be able to easily access and review their invoices to ensure they are accurate and timely. This is where the invoice search feature in the Epicor P21 Customer Portal comes in handy.

The Epicor P21 Customer Portal is a web-based tool that allows customers to interact with their accounts, access important information, and place orders. One of the key functionalities of this portal is the invoice search function. This powerful tool allows customers to quickly and easily find all the invoices associated with their account, without having to call or email the company.

However, can the invoice search functionality be customized in the Epicor P21 Customer Portal? Can customers search by specific criteria to find the invoice they are looking for? The answer is yes.

The invoice search functionality in the Epicor P21 Customer Portal is highly customizable, allowing customers to narrow their search and find exactly the information they need. This not only saves time, but also improves the overall customer experience.

Customers can customize their search, among other things, by entering specific keywords or phrases. For example, if a customer is looking for a specific product on an invoice, they can enter the product name or code to quickly find the invoice that contains that product. This also includes customer names, invoice numbers, and other important information.

Furthermore, customers can filter their search by date range, so they can easily find invoices from a specific period. This is especially useful for customers who need to review their monthly or quarterly invoices. Additionally, the invoice search feature allows customers to sort results by various categories such as invoice date, invoice amount, and customer name. This level of flexibility allows customers to access invoices in a way that best suits their needs.

In summary, the configurable search criteria in the Epicor P21 Customer Portal Invoice Search feature provide customers with a convenient and efficient way to access invoices. This feature saves time and improves overall customer service, making it a valuable tool for businesses of all sizes.