RE: FW: Bambora Returns

From
<lisa.barker@thekey.com>
To
"'Timothy Thomas'" <tt@thekey.com>
CC
"'Vashon Palloo'" <vashon.palloo@thekey.com>
Date
Wed, 1 Nov 2023 08:26:28 -0500
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_002F_01DA0C9D.1C6C9D90 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0030_01DA0C9D.1C6C9D90" ------=_NextPart_001_0030_01DA0C9D.1C6C9D90 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Thanks Tim! I appreciate you going on and sending it the least amount of = frustration to the clients is the best way we can move forward. In the = future this should not be an issue we have a way to refund going = forward. Please contact me if you need anything at all or have any = questions.=20 =20 Have a great day! =20 Lisa=20 =20 From: Timothy Thomas =20 Sent: Wednesday, November 1, 2023 8:25 AM To: lisa.barker@thekey.com Cc: Vashon Palloo Subject: Re: FW: Bambora Returns =20 Thanks Lisa, =20 I processed the refund this morning via the Waterloo bank account as the = client was getting very frustrated by the delay.=20 =20 In the future I agree that these processes should be managed by your = team using your method of choice. Rest assured we're here should you = need to execute a refund more quickly in order to please a client. =20 Best, Tim =20 On Wed, Nov 1, 2023 at 9:20=E2=80=AFAM > wrote: Hi Tim, =20 I apologize I didn=E2=80=99t get back to you yesterday on this issue. We = would like to run this refund through Bambora it is best if we can see = the debit and credit in the same account as well as the customer. If we = do this, it will refund directly into the account we originally pulled = from. We do not have the ability to refund to an email address. Once we = once we integrate into NetSuite/Versapay we will not have the ability to = refund to an email address so we don=E2=80=99t want clients to be = accustomed to this we will only be able to refund to the account we = originally drew the funds from. For this one I am open to either way of = refunding, but I think going forward we should do all refunds through = Bambora.=20 =20 Please let me know how you think it best to proceed so that we can = ensure Mike gets his funds timely and accurately.=20 =20 Thank you, =20 =20 Lisa Barker=20 Manager, Accounts Receivable lisa.barker@thekey.com =20 =20 =20 =20 =20 =20 From: Vashon Palloo >=20 Sent: Tuesday, October 31, 2023 2:40 PM To: Lisa Barker = > Subject: Fwd: FW: Bambora Returns =20 =20 ---------- Forwarded message --------- From: Timothy Thomas > Date: Tue, Oct 31, 2023 at 3:31=E2=80=AFPM Subject: Re: FW: Bambora Returns To: Allison Brennan >, Vashon Palloo = > Cc: Cheryl Cartwright > =20 @Vashon Palloo Does this jive with = you? If so I can process the refund via e-transfer from the Waterloo = account. =20 On Tue, Oct 31, 2023 at 3:30=E2=80=AFPM Allison Brennan = > wrote: The client has told me this morning that the 3420 has come out of the = SDC account so we can proceed with issuing the refund via etransfer back = to the client so he can put in the account we took out of originally by = mistake =20 Allison Brennan =20 Client Success Ma