Adding Attachments in Markate
Heads up to those who add attachments to your invoices in Markate, because today it bit me and made me look like a fool. The max attachments that you can do is 20. No big deal, make another invoice for the customer and merge them together. Guess what, when you merge the two invoices to become one that action does not carry over the attachments from the invoice to be merged. Had a customer with 18k in fuel deliveries which used 26 tickets from my meter equaling 26 attachments. When I merged the two invoices into one I didn't think to check to make sure everything was attached.....my bad.
Well, customer called pissed!! Though I was overcharging by $5700, come to find out his accounting team did not get all the fuel delivery tickets. After looking into what had happened and I could prove that the total was legit all was good. But, that could of cost me a customer who purchases roughly 15k gallons in fuel.
So, my question to Markate. Can we up the amount of attachments?
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Craig Polchow
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Adding Attachments in Markate
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