As technology continues to advance, companies are constantly looking for ways to streamline their processes and improve the overall customer experience. For businesses using Epicor P21, the customer portal is a valuable tool for managing orders and invoices.

However, many customers may not be aware of all the useful features this portal offers, such as the ability to set up alerts for new invoices. For those unfamiliar with Epicor P21, it is a powerful business management solution designed specifically for manufacturers and retailers. It helps companies optimize their operational processes, improve productivity, and increase customer satisfaction.

One of the key features is the customer portal, which allows customers to access and manage their orders, invoices and account information in one central location. The invoice search feature in the Epicor P21 Customer Portal allows customers to search and view their past and current invoices. This is a convenient way for customers to track their invoices and payments without having to contact the company directly.

However, what many customers may not know is that they can also set up alerts for new invoices through this feature. To set up alerts, clients simply need to access the invoice search function in the client portal and click on the “Notifications” tab. From there, they can select the email address to send notifications to and set the notification frequency (for example, daily, weekly, or monthly).

Once set up, customers will receive email notifications when new invoices are created for their account. The ability to set up alerts for new invoices is essential for both customers and businesses. Customers no longer have to constantly check their accounts for new invoices, and businesses can ensure their customers are aware and on top of their pending payments. This feature is particularly useful for busy customers who easily forget their invoices or have multiple accounts with the same company.

In today’s fast-paced business world, convenience and efficiency are crucial. With invoice search functionality and the ability to set up alerts in the Epicor P21 Customer Portal, both customers and businesses can benefit from a more streamlined and organized billing process. As the portal continues to update and add more useful features, it will only improve the overall customer experience further.