Epicor P21 is a popular enterprise resource planning (ERP) software used by many companies to manage their business operations. One of its notable features is the customer portal, which allows customers to access and manage their own accounts and transactions in real time. This means customers can view their orders, invoices, and other important information at any time without having to wait for updates from your sales representatives.

But how exactly does the Epicor P21 Customer Portal handle real-time updates specifically for invoice lookup?

First, let’s understand what invoice search is all about. Invoice search refers to the process of obtaining an electronic record of an invoice for a specific transaction. This record contains important details such as invoice number, date, amount, and payment status. In traditional systems, customers would have to wait for their sales representatives to provide them with this information manually, which could take several days or even weeks. However, with the Epicor P21 Customer Portal, the process is much faster and more efficient. Here’s how it works:

1. Automated invoice creation: The first step in finding invoices in real time is automated invoice creation. This means that as soon as an order is processed in the system, an invoice is automatically created for the customer. This eliminates the need for manual billing, which can be prone to errors and delays.

2. Instant upload to portal: Once an invoice is created, it is immediately uploaded to the customer portal. This means that customers can immediately see the invoice in their account without having to wait for it to be sent to them by post or email. This not only saves time, but also reduces the risk of misunderstandings or lost invoices.

3. Real-time updates: The Epicor P21 Customer Portal continuously monitors and updates invoice status in real time. This means that any changes, such as to payment processing or disputes, are immediately displayed in the customer portal. Customers can also view their invoice history, giving them a complete overview of their transactions.

4. Remote Access: The client portal can be accessed from any device with an internet connection, including smartphones and tablets. This means customers can view their bills and account information on the go, without being tied to a specific location or device.

In summary, the Epicor P21 Customer Portal manages real-time invoice lookup updates by automating the process, uploading invoices instantly, providing continuous updates, and enabling remote access.