How to see the Datagate Invoice PDF from Halo

Background

The Datagate invoice PDF is formatted in a typical style for Telecom invoices. For this reason, most (but not all) Datagate users send the invoice PDF from Datagate. The Customer therefore receives the Datagate formatted invoice. At a later time, perhaps when they go to pay the invoice, the Customer may choose to download it from the Halo portal. We want this to be the exact same invoice PDF as they received via email. Also a Halo user may choose to view the invoice PDF, we want to show them the same format as the Customer received. 

This section describes the options available.

Options

Invoice PDF is sent as an attachment

When you export an invoice from Datagate to HaloPSA, you have the option of sending the invoice PDF at the same time. To do this, navigate to Settings/ Integrations/ HaloPSA and click Details. Check the box "Attach PDF to exported Invoices" and press Save. The next time you export an invoice to HaloPSA, the invoice PDF will also be sent as an attachment. If you view the invoice in Halo, this attachment (the Datagate formatted PDF) will be displayed. The Datagate invoice PDF will also be displayed in the Customer portal.

Halo asks Datagate for the invoice PDF when it needs it

Halo can "reach out" to Datagate for the invoice PDF when it needs it. To do this, reach out to Datagate Support and ask for a Client Secret (API Token) for the Halo API. Once you have it, from Halo, navigate to Configuration/ Integrations/ Datagate and enter and save the Client Secret.

The next time a Datagate invoice PDF needs to be displayed from within Halo, Halo will get it from Datagate. This also works with the Halo Customer portal.

Other Payment portals

Third party Payment portals have often also written an integration that will retrieve the invoice PDF from Datagate. Please check with your payment processor, or check on the main Datagate website, to see if such an integration is available.

If the integration is not configured or unavailable

If it's not possible to obtain the Datagate invoice PDF using one of the above methods, the invoice will still be available, just in a different layout. The information including Invoice number, date, charges and dollar amounts, should still be accurate.