Datagate Services Team | Feb, 2026
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.
If you have any questions, don’t hesitate to contact the Services Team.
Update Overview
⚡️ What's New? ⚡️
🖥️ General
We recommend clearing your browser cache before your next use of Datagate to ensure you see the latest updates.
Accounts Receivable
As part of our project to improve the Accounts Receivable functionality available in Datagate, we have made the following enhancements:
Invoice Statuses
The Generated, Sent, and Paid statuses are now separated.
You will see:
A dedicated Generated/Sent column
A separate Paid column
If the Paid status is important for your implementation, ensure this column is placed prominently. For more information on moving columns, watch the video on Sorting Data Tables.
Audit History
You can now view A/R audit history directly from the Customer record.
🧭 Navigate to:
Customer → Finances tab
Credits
We have improved the handling of Credit Notes to ensure they reduce the Customer Balance.
Any credits that aren't assigned to an existing invoice can be automatically applied to future invoices.
For further information click here.
Email Template Variables
The following are new variables that can be inserted in invoice emails:
[CustomerBalance] – Displays the Customer’s outstanding balance
[UnpaidInvoices] – Displays the total outstanding amount across invoices in Datagate
The following are new variables that can be inserted into Overdue Invoice notifications:
[CustomerBalance] – Displays the Customer’s outstanding balance
[UnpaidInvoicesAmount] – Displays the total outstanding amount across invoices in Datagate
🧰 Integrations
HaloPSA
Service Item Extra fields
If you maintain Assets in HaloPSA, and import them into Datagate, Halo Asset Custom Fields will now import into Datagate Service Item Extra Fields 1–5.
Invoice Long Description
You now have greater flexibility to define the Invoice Line Long Description.
🧭 Navigate to:
Settings → Integrations → HaloPSA Details
In the Invoice Export section, you can configure variables for each invoice line type.
This release adds [ExtraField1] to [ExtraField5] to the list of available variables.
For more information, click here.
Xero
Payments Sync
The list of available accounts in the “Xero account” dropdown has been expanded.
🧭 Navigate to:
Settings → Integrations → Xero
Additional updates:
Credit Note assignments are now imported from Xero during the Payments Sync.
The Payments Sync frequency has been reduced due to new API charges introduced by Xero.
Export Invoices
You can now export the Datagate Product Code to the “Item” field on Xero invoice lines.
🧭 To enable this, navigate to:
Settings → Integrations → Xero
Select “Export Product Code as Item Code.”
The field will populate on the next invoice export to Xero.
Autotask
Agreements
The “Use Default Agreement” setting is now applied when running Customer Sync from the Customers menu.
🧭 This setting is located under:
Settings → Integrations → Autotask
Previously, it was only applied when Product Sync was enabled.
💻 Customer Portal
Reports
Download Transactions
Extra Fields 1–5 are now included in the Download Transactions CSV file.
Screens
Customer Products screen
You can now display the Bundle column on the Customer → Products tab.
This allows you to quickly see which Products have a Bundle assigned.
Standard Functionality
CSV Imports and Exports
If you are importing data, please download new blank templates for the updated file types below:
Customers and Sites
Customer and Site imports and exports now have improved matching. For more information, click here.
Service Items
A new column, “Is Inactive,” has been added to the Service Item import and export CSV files.
Price Books (eBills)
A new checkbox, “Use Cost Sign,” has been added to Pricebook Products.
If set to True, Datagate will identify negative eBill transactions, such as Credits or Refunds, and apply the same sign to the resulting Sell price.
🚨 Note: This setting is only required/useful when the Rating Method is not “Markup.” With the Markup method, Cost is already used as part of the Sell calculation.
User Interface Enhancements
Customers
The Customers screen now displays both the Customer Code and Legacy Customer Code.
Customer Sites
The State column can now be displayed when you navigate to the Sites tab on a Customer.
Payment Methods
AutoPay is a new option in the drop-down list of Payment Methods.
This field may be used to display on an invoice PDF.
Product Transactions
The Total Cost and Total Sell columns are now displayed by default on the Product Transactions screen.
Reports
Invoice Register
The currency assigned to the Customer is now displayed on this report.
🚨 Note: No currency conversion is performed on any values.
Suretax Taxes Detailed
The currency assigned to the Customer is now displayed on this report.
🚨 Note: No currency conversion is performed on any values.
🌐 Public API
Customer Legacy Code
GET /customers/{id} now also returns the Legacy Customer Code.
This field appears as “Legacy Code” in the Customer menu.
Site search
GET /sites now supports an optional customer.id parameter.
Example:GET /sites?customer.id='ABC-123-ABV'
Stripe Payments integration
Datagate can now receive a Stripe token via API and store it as a payment method for future Datagate invoices.
Invoices
The Generated, Sent, and Paid invoice statuses can now be retrieved via the Public API:
POST /invoices/search
Existing API response values will continue to function as before.
Pre-payments
A new endpoint has been added to record payment information:
POST /payments
This endpoint is intended for cases where a customer submits payment details through an external website, but the payment still needs to be recorded in Datagate.
The recorded payment will be applied as a credit toward future invoices.
🇦🇺 Australia - IPND
Datagate integrates with Australia’s IPND. For more information, click here.
Auto Billing/Payments
Retry Limits
Payment errors are categorized into two types: Soft Decline and Hard Decline.
If a payment attempt fails due to a Soft Decline, the system will automatically retry the payment up to three times, spaced a few days apart.
If the Invoice Payment Failed notification is configured for the Reseller, notifications will be sent for both the initial failure and each retry attempt.
Hard Decline errors, such as a stolen card, are not retried.
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