If you are a business owner using the Epicor P21 Customer Portal, you may be wondering how often your invoice information is updated in the invoice search feature. Finding accurate and up-to-date billing information is crucial for managing your accounts and keeping your business running smoothly. In this blog we discuss how often billing information is updated in the Epicor P21 Customer Portal.

Epicor P21 is a comprehensive ERP (Enterprise Resource Planning) system designed for manufacturing and distribution companies. It offers a wide range of features to streamline various business processes, including generating and managing invoices. The customer portal is part of Epicor P21 that allows customers to access billing information and pay electronically via a web interface.

Now let’s get to the main question: how often is invoice information updated in the Epicor P21 Customer Portal Invoice Search Tool? The answer is that it depends on the specific setup of your business.

There is no set frequency for updating invoices and this can vary from company to company. However, one thing is certain: billing information is updated in real time, immediately after it is generated in the system. This means that newly generated invoices or changes to existing invoices are immediately displayed in the invoice search function in the customer portal. This gives your customers access to the most current and accurate information about their invoices.

Additionally, the frequency of invoice updates can also be adjusted in the Epicor P21 Customer Portal based on business needs. You can choose to have your invoices updated automatically at certain times, for example daily, weekly or monthly. This is beneficial for companies that deal with a large number of invoices and need to maintain a regular update schedule.

In addition to real-time updates, the Epicor P21 Customer Portal also offers various reporting tools that allow you to view and analyze invoice data in real time. These tools make it easier to identify any discrepancies or delays in the invoice update process, so your customer accounts are always up to date.

In summary, the invoice information in the Epicor P21 Customer Portal Invoice Search tool is updated in real time as invoices are generated in the system. You can also adjust the update frequency to suit your business needs. This means you and your customers always have access to the most accurate and up-to-date invoice information.