3 minute read

Epicor’s Invoice Lookup Feature for Customers on P21 Portal

When it comes to managing business transactions, having a reliable and efficient system is crucial. This is especially true when it comes to invoice management, which is used to track customer payments and purchases. As technology continues to evolve, companies can now use online platforms like the Epicor P21 Customer Portal to streamline the billing process.

Epicor P21 is software designed for wholesalers, enabling inventory management, sales, and financial processes. One of the key features is the customer portal, which allows customers to access account information and communicate with their distributor through an easy-to-use interface.

The invoice search feature in the customer portal gives customers a quick and easy way to view and download invoices. This feature is particularly beneficial for customers as it gives them real-time access to invoices, eliminating the need to manually submit requests or wait for emails.

Additionally, it reduces the risk of errors that may occur when manually processing invoices. The invoice search feature allows customers to view invoices anytime, anywhere, making it a convenient and efficient solution for both the distributor and the customer.

What types of invoices can customers access using Invoice Search in the Epicor P21 Customer Portal?

The answer is that all invoices are for purchases from the distributor. This includes invoices for orders placed, invoices for credit and debit notes, and invoices for recurring orders. Customers can also view and download invoices for multiple orders at once, making it easier for them to track transactions.

The invoice search feature can also be customized, allowing distributors to control what types of invoices customers have access to. This means that distributors can limit access to certain types of invoices depending on business needs. For example, a distributor may choose to restrict access to credit and debit notes to maintain confidentiality.

Finally, the invoice search functionality in the Epicor P21 Customer Portal is not limited to viewing and downloading invoices. It also allows customers to submit payments for outstanding invoices directly through the portal, ensuring a seamless experience for both parties.

In short, the invoice search feature in the Epicor P21 Customer Portal is a valuable tool that provides convenience, efficiency, and flexibility for both distributors and customers. The ability to provide real-time access to all types of invoices makes it a must-have for companies looking to streamline their invoicing process.

Ready to boost sales with the Epicor P21 Customer Portal?