How to send Receipts for Payments to your Customers

If your Customers pay their invoices through Datagate, you can have a receipt sent to them.

Prerequisites

You must have configured an integration of one of the available payment processors

Your Customers must use this payment processor with Datagate to pay their invoices by one of the following methods

• Clicking on a link to pay immediately
• Paying in the Datagate End Customer Portal
• Auto-pay - where the customer has saved their payment details

Configuring the Receipt

Settings/ Payment Receipts

Payment Receipt Settings

Check the box to generate Payment Receipts for Invoice Payments, or payments by Check/cheque as appropriate. Checks/cheques are manually entered in the Datagate portal, and the payment receipt will be sent at that time.

Payment Receipt Numbering

Enter a prefix for all Payment Receipts, and a starting sequence number.

Payment Receipt Template Settings

Choose the Items you would like displayed on the Payment Receipt

Settings/ Emails

Click on the template name "Payment Receipt"

Edit the email template, using the available parameters in [ ].

Datagate allows for text or html format emails

You can use the "Test" button to send yourself a sample

Who gets the Payment Receipt

If there is an email address on the Agreement, the payment receipt will be sent to that address. If the Agreement email is blank. it will be send to the email address on the Customer.

Sample Payment Receipt PDF