Invoicing Overview

Datagate Support | Oct 19, 2017

Read this document for an overview of how to invoice in Datagate

If you have any questions, don’t hesitate to contact the Services Team.

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Overview 

Invoices are generated from the Invoicing page found in the main menu.

While generating invoices, transactions are also generated. This is so products and one-off transactions are picked up in the invoice generation process.

The invoices tab page allows you to generate, delete, hold, export and email invoices and credit notes for selected customers for a given billing period. 

Invoices Tab Column Details

Field	Description
Status	This is the status of invoice or credit note. Shows the status in relevant color in this column. (Please refer to relevant sections above for statuses that relate to invoices and credit notes) Invoice has following statuses: Generated Gen. failed Sent Sent manually  On hold Sent failed
Invoice#	This is the unique number generated to identify the invoice and credit notes. Credit notes will carry "CR-" prefix on invoice number to distinguish from related invoice.
Period	Invoice generated billing period
Invoice Date	Date shows in the invoice
Generated On	Invoice generated date
Due	Invoice due date
Amount, $	Total invoiced amount. On Credit Note this will show as minus figure. (If invoice amount is negative, credit note should have positive total)