3 minute read

The Power of Convenience: Epicor P21’s Invoice Lookup

Epicor P21, also known as Prophet 21, is a leading Enterprise Resource Planning (ERP) software designed specifically for wholesalers. One of the many features of this software is the customer portal, which allows customers to access their account information, view invoices, and make payments.

But can customers initiate actions like payment processing directly from invoice search results in the Epicor P21 Customer Portal? The answer is yes.

The invoice search feature in the Epicor P21 Customer Portal allows customers to easily search for specific invoices using various criteria such as invoice number, customer number, or date range. Once the desired invoice is located, customers can view the details and even print or download a copy for their own records.

But what happens if the customer wants to pay directly by invoice?

Fortunately, the Epicor P21 Customer Portal offers customers the ability to initiate payment processing directly from invoice search results. This feature not only streamlines the payment process for the customer, but also saves time and effort for the merchant’s accounting.

By clicking the “Payment” button in the invoice search results, customers will be redirected to a secure payment page where they can enter their payment method and details. This could be credit card information or bank account information for an ACH payment.

Once the payment is processed, a confirmation will be generated and the customer’s account will be updated accordingly. This feature also benefits the merchant by reducing the number of manual payments that need to be processed and freeing up resources to focus on other important tasks.

Additionally, it provides customers with an easy and efficient way to make payments, increasing overall customer satisfaction and loyalty. This is just one of the many ways the Epicor P21 Customer Portal streamlines processes for wholesalers and improves the overall customer experience.

By allowing customers to initiate payment processing directly from invoice search results, the software saves time, reduces errors, and improves cash flow for merchants.

In summary, customers can actually initiate actions such as payment processing directly from invoice search results in the Epicor P21 Customer Portal. This feature not only benefits the customer, but also helps streamline processes for the retailer. With Epicor P21, wholesalers can offer their customers a user-friendly and efficient way to manage their account and make payments.

Ready to boost sales with the Epicor P21 Customer Portal?