The Epicor P21 Customer Portal provides customers with a convenient way to access their account information and perform various tasks related to their business transactions. One of the key features of this portal is the ability to search for invoices, allowing customers to easily retrieve and view them when needed.

What exactly are the options available for customers to search for invoices within the Epicor P21 Customer Portal? Let’s explore them in detail.

1. Search Function: The most common and easiest way to search for invoices is to use the search function within the client portal. Customers can search for specific invoices by entering keywords such as invoice number, purchase order number, or customer name. This option is quick and easy to use, making it a good option for many customers.

2. Invoice History: The Invoice History section within the customer portal displays a list of all invoices a customer has received from your company. Customers can view and filter the list based on various criteria, such as date, invoice type, or status. This option can be useful for customers who need to search for multiple invoices at the same time.

3. Invoice Details: In addition to the list view in the Invoice History section, customers can also access detailed information about individual invoices. This includes a detailed breakdown of costs and payments, as well as any associated notes or comments. This option is especially useful for customers who need to verify specific details or track any changes to an invoice.

4. Print/Download: Customers can easily print or download their invoices directly from the customer portal. This option allows them to access their invoices in the format of their choice, whether a physical copy or a digital file. It can also be useful for record keeping.

5. Email: For customers who prefer to receive their invoices electronically, the Customer Portal also offers the option to email their invoices directly to their inbox. This can be a convenient way for customers to track their invoices without having to log in to the portal.

In conclusion, the Epicor P21 Customer Portal offers a variety of options for customers to search for invoices. Whether it’s a quick search or a detailed overview of past invoices, customers can easily access the information they need, right at their fingertips. This efficient and easy-to-use feature is just one of the many reasons why the Epicor P21 is the preferred choice for businesses and their customers.