3 minute read

Optimizing B2B Statements with Epicor P21 Customization

Epicor P21 is advanced enterprise resource planning (ERP) software that helps companies manage operations from finance to supply chain management. One of the key features is the ability to support B2B statement personalization, providing companies with a more efficient and customized experience when creating and sending statements to business partners.

Customizing B2B statements is a key aspect of running a business, especially in the fast-paced world of eCommerce. Companies must be able to clearly and accurately communicate their financial transactions and status to their partners. However, this can be a tedious and time-consuming task, especially when done manually. That’s where Epicor P21 comes in, streamlining and automating the process with customizable B2B statements functionality.

One of the main benefits of using Epicor P21 for B2B statements is the flexibility it offers. The software allows users to customize the look and content of their statements to meet their specific business needs. Businesses can add their logo, color scheme, and other branding elements to make their statements stand out and reflect their unique identity.

Additionally, companies can choose what information they want to include or exclude to provide more targeted and accurate billing for their partners. Epicor P21 allows businesses to easily set up billing profiles for different partners to provide them with a personalized experience. This means that companies can have different billing arrangements and styles for different customers, depending on their preferences. For example, a retail partner may require a summary billing format, while a merchant may prefer a more detailed breakdown of transactions.

Another advantage of using Epicor P21 for B2B billing is the automation of the process. The software automatically generates and sends invoices to partners, saving companies time and effort. This automation also reduces the likelihood of human error and ensures accurate and timely billing every time.

Moreover, Epicor P21 also offers a portal through which business partners can access their statements online. This makes it more convenient and easy for partners to view and download their statements on demand, without having to wait for a physical copy.

To summarize, Epicor P21 makes B2B billing customization easier and more efficient. Its flexible and automated features provide companies with tailored experiences that improve communication and strengthen relationships with partners. As the business world evolves, software like Epicor P21 that allows for customization is critical to staying competitive and meeting the needs of B2B transactions.

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