The Epicor P21 Customer Portal provides customers with a convenient and streamlined way to manage orders and invoices. But did you know that customers can also adjust their invoice search preferences within the portal? In this blog article, we discuss the options available to customize your invoice search in the Epicor P21 Customer Portal.

First, let’s understand what invoice search is and why it is important for businesses. Invoice retrieval is the process of finding and retrieving invoices in your accounting or ERP (Enterprise Resource Planning) system. This is crucial for managing liabilities and tracking expenses. With the Epicor P21 Customer Portal, customers have the ability to access and view their invoices online at any time, rather than waiting for paper invoices to be delivered by mail or email.

How can customers customize their invoice search in the Epicor P21 Customer Portal?

This can be done in various ways, depending on your preferences and needs. One option is to customize the fields that appear in your search results. Customers can select which columns they want to see, such as the invoice number, date, and even specific items on the invoice.

Another way to customize your invoice search is to set default search criteria. This means that every time a customer logs into the portal, the search filters are already set to the desired options. For example, they always want to see the most recent invoices first, or only invoices from a specific period.

Customers can also save their favorite searches for future use. This is useful for recurring searches, such as invoices from a specific supplier or a specific project. By saving these searches, customers can quickly access the invoices they need without having to manually filter through a long list.

In summary, the Epicor P21 Customer Portal gives customers the flexibility to customize their invoice search preferences. This not only saves time and effort, but also ensures that customers have the information they need at their fingertips. Whether you customize search fields, set default criteria, or save favorite searches, the portal provides an easy-to-use way to manage your invoices. As companies continue to rely on technology to streamline their processes, the customization options available in the Epicor P21 Customer Portal make it a valuable tool for any organization.