How can I customize my invoice?

The Settings tab lets you control how your CoinGate integration behaves at a general level — including naming, settlement rules, payment notifications, callback format, and underpayment tolerance.

These settings apply per integration, and the fields differ depending on whether you're configuring:

• API Integration

• Payment Button Integration

1. Navigate to your integration

• Go to your CoinGate Business Dashboard

• Click Integrations in the left sidebar

• Choose API Management or Payment Buttons

• Select the integration you want to configure
  

2. Adjust general invoice behavior – go to the Settings tab

The Settings tab allows you to define the basic behavior for how your invoices are created and settled.

• Title
  Name your integration (e.g. "Shopify Store EU"). This is for internal reference only.
  
  
• Whitelisted IP addresses
  Limit invoice creation requests to specific IP addresses (for API-based integrations only).
  
  
• Display header title on invoice
  Enable this toggle if you'd like the integration title to appear on customer invoices.
  
  
• Settlement setting
  Choose how incoming crypto is settled to your account:
  • • Default API / plugin settings – honors the receive_currency parameter from your API or plugin configuration. Example: if set to EUR, any received crypto is automatically converted to EUR.
    • Custom settings (advanced) – unlocks the Currency settings tab, allowing you to manually select settlement rules for each cryptocurrency (e.g., keep ETH, convert DOGE to USDC). This overrides API or plugin config.

• Underpaid cover percentage (%)
  Set a buffer to automatically approve slightly underpaid orders.
  Example: If set to 2%, an order paid 98% of the required amount will still be marked as paid.
  
  
• Paid notifications
  Receive email alerts when a payment is received via this integration.
  You can configure:
  • • Frequency: Instant, Daily, or Weekly
    • Email address(es): Add one or more recipients (e.g. finance@yourcompany.com)

• Callback format
  Choose how CoinGate sends data to your backend (for plugins or APIs):
  • • Form encoding (application/x-www-form-urlencoded) — required for plugin setups
    • JSON (application/json) — suitable for API integrations