Datagate: How to Add One-Off Transactions
Written by Marissa Orsini
Updated at August 27th, 2024
Table of Contents
Scope
The following steps will show you how to add One-Off Transactions for your customers if they have prorations, or was not able to create the products in time for invoicing.
Requirements
- Access to Datagate
- Navigate to the Customers tab.
- Select the customer you want to perform a one-off transaction for.
- Go to the Product Transactions Tab
- Choose the desired Agreement and Period you want to add the transaction to.
- Click the + Button.
- Select the following information:
- Product Template: Choose the product you will be adding to this customer.
- Tax Code: Confirm the Tax Code is 6 digits and complete.
- Edit your To and From Date
- Cost: Enter your Cost
- Sell: Enter the price of the product. You would enter in the prorated amount here. Datagate will not automatically prorate for you.
- Qty: Edit the amount
- Follow the above steps for each product you need to add.
- Click the floppy disk to save.