How to Add One-Off Transactions

Datagate Support | Dec 5, 2017

Read this document for an overview of how to add one-off transactions.

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

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One off transactions are items you want to charge out to your customers which do not happen on a recurring basis (for example: a one-time special installation charge).

How to Add One-Off Transactions

Navigate to the Customers tab.

Select the customer you want to perform a one-off transaction for.

Click the Transactions tab.

Choose the desired Agreement and Period you want to add the transaction to.

Click the + button.

Select a Product Template or fill out product details. Don't forget to include the right Tax Code as well as the From and To dates.

Click the Save button.

You should now see a One-off transaction in the Transactions tab under the appropriate period. When generating invoices for this period, this transaction will automatically be added to the invoice.