Sending Invoices in Excel Format

• Featured in the 3.4.19.07260 release.

Lockstep has the ability to send out invoices to customers as an excel file on the Self-Service Portal. When logged into the Self-Service Portal, you have the ability to email out invoices and download them as an excel file.

This allows you to send out invoices to recipients who do not have access to the Self-Service Portal.

When logged in, this new feature allows users to send out invoices to other recipients.

The invoices will be converted to an excel document and emailed to the recipients.