Datagate Services Team | Oct, 2025
Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.
🎉 In this release, we'd like to highlight Custom Fields.
If you have any questions, don’t hesitate to contact the Services Team.
Update Overview
⚡️ What's New? ⚡️
🖥️ Main Portal
Custom Fields (User-Defined)
We now provide the ability to create Custom Fields on the following entities:
- Customers
- Customer Sites
- Agreements
- Service Items
This is in addition to existing functionality of free-format text "Extra Fields".
For more information on how to configure Custom fields, and what data types can be configured, click here
Suggested Use Case:
- You want to store extra data for reference purposes
- You want extra information to display on an invoice, that isn't one of Datagate's standard fields
- You are currently using Extra Fields, but need more validation on Data Entry so will move to using Custom Fields
CSV Import
We now provide sample data in the CSV Import files.
If you need to bulk import data, navigate to Import/Export/Import.
Select the file type and click Next, then "Download a Template".
Use the sample data as examples, but be sure to delete the sample row before importing!
We have added "Site Name" column to "Rate Card Assignment" CSV import file.
We have added "Use when Calculating Minimum Invoice Charge Adjustment" to “Product Templates” and “Product and Kit Templates Assignment“ CSV import. For more information about Minimum Charge on invoices, click here.
Exceptions Report
We now display the Oldest Processing Date for all Exception types. This is further information to assist in resolving exceptions, to show if that exception has reprocessed since a change you may have made.
Suggested Use Case:
- You have reviewed exceptions, think you have resolved them all and selected Retry All. An exception you thought you'd fixed remains in the exceptions report. Oldest Processing Date indicates whether it's been Retried yet, telling you whether to wait longer, or review the change you made to determine why it is still in error.
Additional file
Did you know you can add an additional page/file to the end of the invoice?
To do this, navigate to Settings/ Invoice layouts and choose the invoice layout, then choose the file you'd like to add. The file will be appended to the invoice PDF.
This release change allows you to remove an existing file.
Suggested Use Cases:
- You want to advertise a new service or product to your existing Customers. You create a one-page advertisement which will be appended to the invoice.
- You want to put your Terms and Conditions at the bottom of an invoice.
Reports
We continue to work on performance improvements to reports.
In this release, we have made improvements to the CSI Detailed Taxes report and Aged Balance.
Regenerate Invoice With Same Invoice Number
This option now effectively recreates the invoice from scratch as if you had deleted and regenerated.
Previously, selecting the action to Regenerate the invoice with the same number would not have recognized any Product changes.
👤 Customer Portal
The following new features have been released on the Customer Portal:
Invoice drill down
Customers can now click on the invoice number to drill down to get more information about the invoice.
There is a Details tab which provides information about the invoice, and a Usage tab that provides detailed Usage information for that specific invoice.
The Usage tab can be important for Customers who are reconciling Usage against their invoice charges.
Reports
There is a new Reports menu.
You can make this available on the Customer Portal by navigating in your portal to Customer Portal / Tabs to display section, and check "Reports".
If you do not want Reports to display on the Customer Portal, uncheck this box.
On the Customer Portal, under the Reports tab, will be a list of reports the Customers can run.
Currently, there is one standard report, Invoice Details.
Message
When a Customer enters their payment details into the Customer Portal, and selects Auto-Pay, the message will now display "Your company name will be able to charge invoices using the default payment method. Do you want to proceed?".
🧰 Integrations
HaloPSA
Product Synchronization Filters
We now have the option to choose products using "Not Equal" as a qualifier.
Suggested Use Case:
- Your Halo portal is already configured. There are a large number of Item Groups for Products you want to invoice through Datagate, and you expect to add more. There is a limited number of Item Groups for Products you don't want to invoice through Datagate, and the Item Groups for these are expected to be static.
Stripe
If your Stripe portal allows for multi-currency, Datagate can now process the Customer's Stripe payment in the required currency.
Currency can be assigned to:
- Agreement (navigate to Customer/Agreement)
- Customer (navigate to Details tab)
- Portal (navigate to Settings/ Portal)
- Stripe integration (navigate to Settings/Integrations/Stripe
Please contact support if you are interested in this feature. The feature is disabled by default on portals to avoid confusion.
🚨 Note: This feature is specific to Stripe payments, and currency conversion (from one currency to another using a conversion rate) is NOT currently done in the Datagate portal.
Suggested Use Case:
- Your portal is mostly in one currency, e.g. USD. You have a small number of Customers you invoice in CAD and they pay in CAD using Stripe.
BPoint (Australia)
We now allow you to add Payment Fees when collecting the payment
We allow configuration of the message displayed when a Customer adds a payment method. To configure the message, please navigate to Settings/ Integrations/ BPoint.
Xero
You now have the option to automatically populate Datagate Customer External Accounting Reference from Xero when running the Customer Sync.
To enable, please navigate to Settings/ Integrations/ Xero and check "Get External Accounting Reference from Xero".
This will populate Datagate Customer External Reference with Xero Contact Account Number.
Suggested Use Cases:
- You want to display the Xero ID on the Customer's invoice
- You use External Accounting Reference to match external data and want to maintain in Xero.
⚙️ Automation
Invoice overdue notifications
You now have the ability to send a notification before payment is due.
To enable, set a negative value for "Send notification x days overdue".
Suggested Use Cases:
- This could be used to prompt Customers to pay on time
Payments
A warning message will be displayed if a default payment method has expired.
Previously, the error message was more general in nature.
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