🔧 Setting Up Datagate
Other
- How to manage Surcharges in Datagate
- How to Configure Commission Reporting
- How to Configure Datagate to Send Overdue Invoice Reminders
- How to Configure Auto-Billing - Taking Payments
- How to Configure Auto-Billing
- How to Run a Datagate Report to Help with 477 Filing
Customer Setup
- How to Configure a Single User for Multiple Customers in the End Customer Portal
- How to Add and Edit Customers
- How to Add and Edit Customer Sites
- How to Add and Edit Customer Products
- How to Add and Edit Customer Service Items
- How to Add and Edit Product Templates
Setting Up Rate Cards / Pricebook
Portal Settings
- How to Change Invoice Numbering
- How to Change Your Password
- How to Customize the Customer Portal
- How to Enable Extra Fields
- How to Enable Two-Factor Authentication (2FA)
- How to Send Receipts for Payments to Your Customers