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Lee Dubber

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Latest activity by Lee Dubber
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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,

    Release Notes v2.82

    Datagate Services Team | Mar 21, 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,

    Release Notes v2.81

    Datagate Services Team | Feb 21, 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 export charges to an existing Recurring Invoice in HaloPSA

    Datagate Support | Jan 26, 2024 Read this document for an overview of how to export an charges on a Datagate invoice to an existing Recurring invoice in HaloPSA If you have any questions, don’t hes...

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    Lee Dubber created an article,

    Release Notes V2.80

    Datagate Services Team | Jan 25, 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 process Usage

    Purpose The processing of Call Detail Records (Usage) in Datagate involves regular imports, assignment to customers, and pricing, even if the cost is zero. This procedure serves multiple purposes: ...