Lee Dubber
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Activity overview
Latest activity by Lee Dubber-
Lee Dubber created an article,
How to synchronize HaloPSA Assets with Datagate Service Items
Read this document for an overview of how to synchronize HaloPSA Assets with Datagate Service Items. If you have any questions, don’t hesitate to contact the Services Team. Why you might ...
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Lee Dubber created an article,
Release Notes v2024-06
Datagate Services Team | June, 2024 🚨Note: We have changed our release numbering method. You will see the new release number reflects the timing of the Release. Release Notes is our update that h...
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Lee Dubber created an article,
Release Notes v2024-07
Datagate Services Team | July, 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, do...
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Lee Dubber created an article,
How to configure Datagate to send overdue invoice reminders
Pre Requisites Enable Auto-billing You must have Datagate configured to enable "Auto-Billing". (Overdue Notices uses the auto-billing scheduler, but you can use it solely for reminder notices if yo...
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Lee Dubber created an article,
How to configure Auto-Billing - taking payments
When does auto-billing take payments You can configure Datagate to take payments from your Customers at one of the following times: When the invoices are Generated and Sent On a separate schedule....
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Lee Dubber created an article,
How to configure a single user for multiple Customers in the End Customer Portal
If you want to allow access to multiple Customers for a single user, please follow the instructions below To add a Customer User, navigate to Customers/ Users Click "+" Enter the email address. If...
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Lee Dubber created an article,
Release Notes v2.83 and v2.84
Datagate Services Team | May 28, 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, ...
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Lee Dubber created an article,
How to manage "Missed" Usage
This article describes how you may choose to manage usage that is imported to Datagate after a Billing Period has been invoiced. Ideally, all Usage will be imported into Datagate and fully processe...
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Lee Dubber created an article,
How to send Receipts for Payments to your Customers
If your Customers pay their invoices through Datagate, you can have a receipt sent to them. Prerequisites You must have configured an integration of one of the available payment processors Your Cus...
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Lee Dubber created an article,
How to configure the Autotask integration
Creating API user in Autotask: To add Autotask integration in Datagate, we need to setup an API user in Autotask. Go to Admin menu > Account Settings and Users On the ADMIN screen, Account Setting...