Managing and reconciling invoices can be a tedious and time-consuming task for any business. Reviewing and matching each invoice to the appropriate order and receipt not only requires manual effort, but can also lead to errors and delays in payment processing.

That’s where the Epicor P21 Customer Portal comes in with its innovative invoice search feature, revolutionizing the way customers handle invoices and simplifying the reconciliation process. Before we get into how the invoice search feature works, let’s first take a look at what Epicor P21 is.

It is a leading ERP (Enterprise Resource Planning) program designed for wholesalers, helping them effectively manage their business processes. The Customer Portal is an online platform that provides customers with self-service options for their accounts, such as tracking orders, viewing past invoices, and making payments.

Invoice search, powered by advanced Epicor technology, eliminates the need to manually match invoices. It allows customers to search and view invoice details and status, including items, payment terms, and discounts, all within the customer portal. Thanks to this function, customers can receive updates on their invoices on an ongoing basis, without having to constantly contact the company’s accounting department.

One of the key benefits of invoice search is the ability to streamline the invoice reconciliation process for customers. With access to all invoice information in one place, customers can easily compare the invoice to the order and receipt, ensuring accuracy and quickly identifying any discrepancies. This also reduces the risk of missed or duplicate payments, saving time and eliminating potential errors.

Moreover, the invoice search feature allows customers to view and download invoices directly from the portal, streamlining document management and saving them the hassle of requesting invoices from the company. They can also pay directly through the portal, ensuring a smooth and hassle-free payment process.

In addition to simplifying the invoice reconciliation process, the invoice search feature also improves overall customer satisfaction. By offering self-service options and real-time updates to their bills, customers feel they have control over their bills, leading to greater satisfaction and loyalty.

In short, the invoice search feature in the Epicor P21 Customer Portal is a game changer for wholesalers. It streamlines the invoice reconciliation process, reduces the risk of errors, and improves the overall customer experience. It’s no wonder that this feature has become a must-have for companies looking to simplify and optimize their invoicing processes.