1. Log into Datagate
    
2. Hover over your UserID in the top right-hand corner of the screen and Click Settings
   
    
3. Click Integrations 
   
    
4. Click Configure for the Stripe integration
    
5. Complete the following information:
   1. Secret Key: Enter the secret key from Stripe
   2. Publishable Key: Enter the publishable key from Stripe
   3. Currency: United States Dollar
   4. New Payment Type Disclaimer: Optional
      
       
6. Payment Methods
   1. Direct Debit Payment Method: ACH (US)
      
       
7. Payment Options 
   1. Credit Card Payment Fee: Optional fee for using a credit card
   2. BECS/BACS/ACH Payment Fee: Optional fee for using a bank account
       
8. Click Test Account Access to verify the information
   
   1. You should receive a message in Green saying the account information is correct
       
9. Click Save
   

Payment Options - Payment Link on Invoice
 

1. Add payment link to the invoice
    
2.  Click Settings
   
    
3. Click Emails
   
4. Click Templates
   
    
5. Click Edit next to Invoices
    
6. Add payment link below to email template
   1. Your payment URL: https://app.dgportal.net/pay/[PaymentToken]
       
7. Click Save
    
8. Test the link by clicking Test (a window will pop open)
    
9. Enter your email to send the test invoice and click Send
   
    
10. Click the link in the test invoice, the pop-up below should open

Payment Option: Customers Portal Payment
 

1. Once the customer is logged in to the user portal
2. Click Invoices
    
3. Select the invoice and click Pay
   1. Follow the instructions to submit payment

Payment Option: Manual Payment

1. Add payment to the customer user portal
   1. Click Customers account
      
   2. Click Users
   3. Click View As
   4. Hover over your UserID in the top right-hand corner of the screen and Click Payment Types
      
   5. Click Add Card
   6. SelectPayment Type and follow the instructions
      
       
2. Process Manual Payments
   1. Click Invoicing
      
   2. Click Action Invoices
      
   3. Select invoice (Must be in sent status)
   4. Click Actions and Charge