Tyler Larko
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Activity overview
Latest activity by Tyler Larko-
Tyler Larko created an article,
Entering Promise to Pay
HOW TO: Select all invoices you would like to promise to pay by checking the box at the left of each invoice line. Above the grid, select "Promise to Pay." (Additionally, you c...
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Tyler Larko created an article,
Exporting & Downloading Invoices
Searching and Filtering Invoices Users can easily search for invoices or payments in Self Service Input the invoice or payment number in the search bar The search function is available on ...
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Tyler Larko created an article,
Self-Service Portal Chat Bot
This article will cover the specific use cases for the Self-Service chat bot. Overview: We now have a chat bot within the Self-Service Portal that will allow you to contact Lockstep's Customer S...
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Tyler Larko created an article,
Net Payments and Applications
You can make online payments on Self-Service, apply credit memos to open invoices, creating a zero dollar payment application, and make a net payment, using a credit memo to reduce the amount owed ...
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Tyler Larko created an article,
Making online payments
HOW TO: Select all invoices you would like to pay by selecting the box to the left of the payment records (selecting the top most box will select all invoices.) Next, select "Pay" from the t...
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Tyler Larko created an article,
Self-Service Portal Magic Link
What is the Self-Service Portal? The Self-Service Portal allows you to have access to your vendors payment portal. This is made possible via a magic link that is sent to your email. What i...
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Tyler Larko created an article,
Sending Messages
Sending Messages to your Vendors Invoice Messages Navigate to the Open Invoice page From there, select an invoice or invoices and click the "Send message" button or by using the messag...
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Tyler Larko created an article,
Adding a Payment Method using APS
HOW TO: Select "Pay" to open the payment window. Select "Manage Payment Methods" from underneath the "Pay From" drop-down. From this window, you can add, modify, or delete new and exis...
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Tyler Larko created an article,
Adding a Payment Method Solupay Merchant
HOW TO: Select "Pay" to open the payment window. Select "Manage Payment Methods" from underneath the "Pay From" drop-down. From this window, you can add, modify, or delete new and exi...
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Tyler Larko created an article,
Supported Browsers
OVERVIEW Below is a list of all supported browsers. The Lockstep team develops and tests using Windows machines by default. Due to this, we cannot confirm any present issues with the below browsers...