3 minute read

The Impact of Epicor P21’s Invoice Lookup Feature

As technology continues to evolve and businesses become increasingly digital, companies are constantly looking for ways to improve customer satisfaction and streamline processes. For those who use Epicor P21 in their business, the introduction of invoice search functionality in the Epicor customer portal is a game changer.

What is the Epicor P21 Customer Portal? The Epicor P21 Customer Portal is a web-based platform that allows customers to easily access account information and transact business with suppliers. It serves as a virtual extension of your ERP system, providing real-time visibility into orders, invoices, and payment history.

Here’s how the new invoice search feature helps improve the overall user experience:

1. Quick and easy access to invoices: One of the key benefits of the invoice search feature is that it allows customers to quickly access their invoices with just a few clicks. Gone are the days of sifting through emails or contacting customer service to retrieve a specific invoice. The invoice search feature allows customers to easily log in to the portal and search for the invoice they need, saving time and effort.

2. Real-time visibility into payment status: Real-time visibility into invoice status is another big advantage for customers. The invoice search feature displays the updated payment status of each invoice, giving customers a clear overview of what has been paid, how much is remaining, and any applicable credits and deductions. This streamlines the accounts payable process and eliminates the need for constant follow-up and disputes.

3. Better communication and collaboration: The invoice search feature also promotes better communication and collaboration between customers and their suppliers. Customers can easily track any discrepancies or invoice issues and communicate directly with the supplier through the portal. This not only ensures a more transparent and efficient process, but also leads to better customer-supplier relationships.

4. Mobile Availability: In today’s dynamic world, the ability to manage business tasks on the go is highly valued. That’s why Epicor’s account search feature is designed to be mobile-friendly. Customers can access their invoices and payment status from any device, so they can easily monitor their bills even when they are away from the office.

In summary, the invoice search feature in the Epicor P21 Customer Portal not only improves the user experience but also adds value to their business operations.

Ready to boost sales with the Epicor P21 Customer Portal?