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Release Notes v2024-08
Datagate Services Team | August, 2024 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,...
How to Export Invoices to Xero
After invoices have been sent to your customers, you can export them into Xero using Invoice Export function. Note: Only invoices which are sent can be exported. Instructions Navigate to Inv...
v2.67.0 - Release Notes: HaloPSA Integration, Platform Updates, and more
Datagate Services Team | Aug 2023 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...
How to Generate Invoices for the Month
The Invoices page allows you to generate all or batches of customer invoices for the period. First, you must use the Generate Invoices tab to create new invoices, then you can use the Action Invoi...
How To Setup SureTax Customer Exemptions
Datagate Support | Nov x, 2023 Watch this video for an overview of how to setup customer exemptions in SureTax If you have any questions, don’t hesitate to contact the Services Team. 🚨 Note: Pl...
How to Generate & Manage Transactions for a Single Customer
The customer Transactions page allows you to generate recurring transactions, create one-off transaction, edit existing transaction and compare transactions between two billing periods for a custom...
How to Generate Invoices for a Customer
Datagate Support | Nov 26, 2017 Read this document for an overview of how to generate invoices for a customer If you have any questions, don’t hesitate to contact the Services Team. Invoices...
How to Add One-Off Transactions
Datagate Support | Dec 5, 2017 Read this document for an overview of how to add one-off transactions. If you have any questions, don’t hesitate to contact the Services Team. One off transactio...
How to Delete Invoices
Datagate Support | Nov 26, 2017 Read this document for an overview of how to delete invoices. If you have any questions, don’t hesitate to contact the Services Team. After invoice been genera...
How to Regenerate Invoices
Datagate Support | Nov 26, 2017 Read this document for an overview of how to regenerate invoices. If you have any questions, don’t hesitate to contact the Services Team. You can regenerate c...