RE: 157970 Dave Stieb - Obtain Credit Card Information For Versapay & Discussion to Waive CC Surcharge Fee - [#801034]

Thanks Marc-



Tim – For audit backup purposes, please approve the waiver of CC fees
providing you support and I’ll follow.



Best,



*From:* Marc Atkinson <billing@thekey.com>
*Sent:* Thursday, May 16, 2024 7:41 AM
*To:* laszlo.kovacs@thekey.com
*Cc:* tt@thekey.com; sspeirs@thekey.com; alyson.rohane@thekey.com;
lito.delapena@thekey.com
*Subject:* Fwd: 157970 Dave Stieb - Obtain Credit Card Information For
Versapay & Discussion to Waive CC Surcharge Fee - [#801034]



Hi Laszlo,



Please review the information below regarding Vancouver client Dave Stieb
157970. The client does not want to pay the credit card surcharge fee and
doesn't want to provide us with ACH or debit card information. Thus, they
have approved the waiving of the fee. His average weekly invoice ranges
from $1,150.00 to $1,200.00.



Thank you!



On Wed, 15 May at 5:10 PM , SharonSpeirs <sspeirs@homecareassistance.com>
wrote:

Hi Billing team

Please waive the credit card fee for this client as per the email chain
below- I do not want to lose him and cheque is very cumbersome

Sharon



*Sharon, Speirs*



General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com



*TheKey.ca*   <https://thekey.ca/>



[image: Image removed by sender. TheKey]











---------- Forwarded message ---------
From: *Timothy Thomas* <tt@thekey.com>
Date: Wed, May 15, 2024 at 2:00 PM
Subject: Re: 157970 Dave Stieb - Obtain Credit Card Information For
Versapay - [#800878]
To: Sharon Speirs <sspeirs@thekey.com>
Cc: Cathy Gerth <cgerth@thekey.com>



please let the billing team know and cc alyson





On Wed, May 15, 2024 at 4:54 PM Sharon Speirs <sspeirs@thekey.com> wrote:

Cathy

He is an awesome client who already pays for more hours than he needs so I
think we can do that

Sharon

I am just not sure now who I let know as we have gone live- do you Tim?





*Sharon, Speirs*



General Manager

Vancouver, BC

Office: 778.279.3634

sspeirs@thekey.com



*TheKey.ca*   <https://thekey.ca/>



[image: Image removed by sender. TheKey]













On Wed, May 15, 2024 at 1:47 PM Timothy Thomas <tt@thekey.com> wrote:

It's your call Sharon. We can also move to cheque although it's not ideal.



On Wed, May 15, 2024 at 4:43 PM Cathy Gerth <cgerth@thekey.com> wrote:



*Cathy Gerth*

*Client Success Manager *

*Direct: 778-403-6148*

*Office:* 778-279-3634

Email: cgerth@thekey.com



[image: Image removed by sender. TheKey]













---------- Forwarded message ---------
From: *Dave S* <davesnsc@gmail.com>
Date: Wed, May 15, 2024 at 1:42 PM
Subject: Fwd: 157970 Dave Stieb - Obtain Credit Card Information For
Versapay - [#800878]
To: Cathy Gerth <cgerth@thekey.com>



Hi Cathy



I sent this to Carolina but it was returned. Could you pass it along to the
appropriate person, and maybe cc me so I know for future reference?



Thanks!



Dave

Sent from my iPhone


Begin forwarded message:

*From:* Dave S <davesnsc@gmail.com>
*Date:* May 15, 2024 at 1:37:46 PM PDT
*To:* Carolina Orosa <corosa@thekey.com>
*Subject:* *Fwd: 157970 Dave Stieb - Obtain Credit Card Information For
Versapay - [#800878]*

Hi Carolina



I wanted to make sure that this request is legitimate.



Also, I see that with the new billing system I will be charged an
additional 2.7% on credit card transactions. This will amount to an
additional roughly $1500 cost to me over the course of a year. I believe
2.7% also exceeds the charge levied by BMO for transactions. I realize
there’s an option to pay by bank debit transaction to avoid this fee, but
I’m not comfortable with doing this with an American billing company. In
any case, I’m hoping you might consider waiving this fee as I have never
been asked to pay it before by any other company or business, and it
represents a significant additional expense. Not sure if any other clients
have objected to this.



Thanks!



Dave



Sent from my iPhone


Begin forwarded message:

*From:* Marc Atkinson <billing@thekey.com>
*Date:* May 15, 2024 at 11:56:42 AM PDT
*To:* davesnsc@gmail.com
*Subject:* *Re: 157970 Dave Stieb - Obtain Credit Card Information For
Versapay - [#800878]*
*Reply-To:* Marc Atkinson <billing@thekey.com>



Hi Mr. Stieb,



I just called you and left a voicemail regarding the information for your
Mastercard ending in 6257. As you may already be aware of, we have
integrating your account into a new billing system called Versapay. We need
to transpose your Mastercard information from our old billing system into
Versapay, but we have found that we do not have the complete information
stored in our files and paperwork. Thus, we are going to need you to please
provide us with the complete card number, the expiration date, the CVV
code, the name on the card as it appears exactly, and the billing zip code,
in order to get the information on file in Versapay.



When you have time, kindly call into our Billing Help Desk at the
information provided below in my signature to provide us with this
information. When calling in, please reference Ticket # 800878.



Thank you!



Regards,



Marc Atkinson

Billing Help Desk

866-226-1702

billing@thekey.com

8:00AM-5:00PM EST Monday-Friday





-- 

*Tim Thomas*

Head of Canada Division

*Please note my email has changed:*

tt@TheKey.com <tt@thekey.com>

(514) 591-9387

*TheKey.ca <https://www.thekey.ca/>*

[image: Image removed by sender. TheKey] <https://www.thekey.com/>





-- 

*Tim Thomas*

Head of Canada Division

*Please note my email has changed:*

tt@TheKey.com <tt@thekey.com>

(514) 591-9387

*TheKey.ca <https://www.thekey.ca/>*

[image: Image removed by sender. TheKey] <https://www.thekey.com/>


801034:611100