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User Guide: Configuring Customer Invoice Accessibility in Epicor Eclipse
For organizations looking for a comprehensive yet flexible enterprise resource planning (ERP) solution, Epicor Eclipse provides reliable and efficient customer management processes. With over 20 years of experience, Eclipse is designed to help businesses reduce costs, improve customer service, and increase profitability.
In addition to these benefits, Eclipse offers an innovative new feature that allows customers to view invoices directly from within the software. Here are the steps for customers to view invoices using Eclipse.
First, create a customer address book with the appropriate address and contact details. This helps Eclipse identify customers and track their invoices and expenses.
Then create a customer invoice template so customers can view invoices directly from the software. With this feature, customers can instantly check their current billing status and print a billing document. To enable this feature, go to the “Settings” menu on the Epicor Eclipse main dashboard and select “Customer Invoice”.
Then customize the customer invoice template to meet your organization’s requirements. This includes adding labels, customizing fonts, and choosing the order in which fields are displayed.
Now that you’ve customized your customer invoice template, it’s time to let your customers view their invoices. In the Eclipse Dashboard, go to “Options” and select “Customer Billing”. Enter the necessary information, such as the invoice number and contact name, then click “Save”.
The final step is to give customers access to the Eclipse interface. Each customer must be given a username and password to access the web interface and view invoices directly from the software. Thanks to this, customers can view a detailed invoice and generate payment documents without having to log into a separate system. With Eclipse, customers can also manage their invoices, add notes and customize the view of the software to suit their preferences.
Epicor Eclipse is a powerful yet simple solution for organizations that allows customers to view invoices without the need for a separate system. With extensive customer profile management options, the software provides customers with the most up-to-date information and reduces the cost and time associated with manual invoice management.