Lockstep Self-Service is an innovative platform that was designed to help accounting teams easily manage payments while also improving their customer experience. With the newly added Stripe and PayPal integrations, customers can access invoices, view payment history, and pay quickly using the secure customer and vendor portal. This reduces days sales outstanding (DSO) by providing faster payment options and customizable features such as partial payments. All of this makes Lockstep Self-Service an essential tool for businesses looking for a reliable way to manage their finances.

What is Lockstep Self-Service?

Lockstep Self-Service is a free, secure customer and vendor portal. Self-Service integrates with Lockstep Inbox to import information and files from your linked ERP, such as Sage Intacct, as well as your AR and AP email accounts. This enables your customers and vendors to view payment history, accounting documents, invoices, and more.

Self-Service Makes Payments Easy

Lockstep Self-Service was designed to be user friendly and easy to use, making it accessible for businesses of all sizes. With the addition of Stripe and PayPal integrations, users can now make payments quickly with just a few clicks. This eliminates the need for manual data entry, saving time and money while increasing efficiency.

Simply put, Lockstep Self-Service makes it easy for businesses to manage their accounts receivable and accounts payable processes with a secure customer and vendor portal. It is customizable, helping you choose your preferred payment platform and enabling partial payments when needed. By utilizing Self-Service and offering customers a faster and more streamlined payment option, businesses can decrease their days sales outstanding (DSO) and improve their cash flow. All of this adds up to an essential tool for any business looking to streamline their finances.

Not only does Self-Service decrease DSO, but it also improves the customer experience. Payment options that are quick and easy to use can mean the difference between a customer who is satisfied and one who is frustrated. With Self-Service, customers have access to their invoices and payment history, as well as the ability to make online payments quickly and securely. This improved customer experience can lead to increased loyalty and repeat business.

Lockstep Self-Service puts convenience and control at customers’ fingertips. By providing a secure customer and vendor portal, they can instantly retrieve invoices, find out what’s owed in an instant and make fast payments with ease.

Self-Service Manger Significantly Improves Visibility

In addition to enabling payments, Lockstep has added a new Self-Service manager feature, which allows Lockstep users to view which customers (and vendors) have utilized their secure links, what actions have been taken and if a payment has been submitted. This allows Lockstep users to have a real-time view of cash flow, incoming payments, and identify the next best action, whether that’s to reconcile an incoming payment or send a reminder via Lockstep Inbox.

From reducing DSO to providing faster payment processing times, Lockstep Self-Service is the perfect solution for businesses looking for a reliable way to manage their finances. With customizable features such as partial payments and integrations with Stripe and PayPal, Self-Service makes it easy to track invoices, access documents and get paid quickly. Try Lockstep Self-Service today for free!