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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 set up WebHooks for Authorize.net

    Why you might want to do this When authorize.net is used to pay an invoice, it's possible that the payment might be considered "successful" at the time, but fail at a later time.  If the payment fa...

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    Lee Dubber created an article,

    Release Notes v2025-1

    Datagate Services Team | January, 2025 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.   🎉 In this release, we'd ...

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    Lee Dubber created an article,

    How to manage Surcharges in Datagate

    What is a Surcharge A surcharge is a charge that Datagate calculates or adds to invoices. Use Cases include: A charge on an invoice that is used to assist to cover your administrative costs of col...

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    Lee Dubber created an article,

    Release Notes v2024-11

    Datagate Services Team | November, 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 Product Sync Works Between Autotask and Datagate

    If you have configured the Product Sync from Autotask to Datagate, the following will happen on a regular basis Customers and Sites will be Synchronized with Datagate - Autotask is the Master for c...

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    Lee Dubber created an article,

    How to Configure Commission Reporting

    The simplest way to configure Commissions, is to create an Account Manager and assign a commission percentage to the Account Manager.   Commission rates are currently assigned at the time the invoi...

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    Lee Dubber created an article,

    Release Notes v2024-10

    Datagate Services Team | October, 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 v2024-09

    Datagate Services Team | September, 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 t...

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    Lee Dubber created an article,

    USA - How to Manage Sales Tax for Telecom Services in Datagate

    Recommendation If you handle your own Sales Tax filing or reporting using reports such as Sales Tax reports from QuickBooks, you’ll also need to include the Sales Tax calculated by Datagate and you...

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    Lee Dubber created an article,

    How the Autotask Customer Sync Works in Datagate

    Autotask will be the "source of truth". Data is imported/updated from Autotask to Datagate Set the Customer in Autotask If you want an Autotask Customer to import to Datagate, Please set the follow...