Re: Jean Coutu

From
Beth Ann Rosario <bethann.rosario@thekey.com>
To
eclark@thekey.com
CC
Audra Williams <audraw@thekey.com>, Joey Taylor <joey.taylor@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 22 May 2024 18:11:33 -0400
Folder
INBOX
--0000000000004cb73606191238bb Content-Type: multipart/alternative; boundary="0000000000004cb73606191238ba" --0000000000004cb73606191238ba Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Yes they never started services with us. If you want to use their advanced payment that=E2=80=99s fine with me to show good faith to the client from t= he company=E2=80=99s perspective as a united front Beth Ann Rosario *Senior Regional Director Southeast * *919.899.5543* [image: TheKey] On Wed, May 22, 2024 at 5:37=E2=80=AFPM wrote: > Hi Tim > > > > Thank you for reaching out to ask. Unfortunately, that=E2=80=99s not 100%= honest > on the clients part. They made an advanced payment and got a credit but > were deactivated before they used them, there was no overpayment made. Th= is > typically goes to the Florida P&L because they invested the time in > onboarding, so I=E2=80=99d want both Audra and Beth Ann to approve using = this for > services in Montreal. > > > > I would suggest she does not get the credit and we consider using just th= e > Advanced Payment for services in Montreal but will leave that for you all > to decide. > > > > Elizabeth Clark > > Director > > > > > > > > *From:* Timothy Thomas > *Sent:* Wednesday, May 22, 2024 2:30 PM > *To:* Elizabeth Clark ; Joey Taylor joey.taylor@thekey.com> > *Subject:* Re: Jean Coutu > > > > Adding in Liz > > > > This client used the key in Florida. Claims they overpaid and would like > to apply funds to their current Montreal account. Can you validate? > > *Tim Thomas* > > Head of Canada Division > > *Please note my email has changed:* > > tt@TheKey.com > > (514) 591-9387 > > *TheKey.ca * > > [image: Image removed by sender. TheKey] > > > > > > On Wed, May 22, 2024 at 5:12=E2=80=AFPM Joey Taylor > wrote: > > Ya, they want to use money they deposited to our USD company on our > services. > > Assume that wont work > > > > On Wed, May 22, 2024 at 4:57=E2=80=AFPM Timothy Thomas wr= ote: > > What's the context here? Theyre saying they don't owe us money? Joey, can > you call them and understand the question? > > > > If they paid our US office based on their previous agreement, we'll need > to track down the payment. Or if they were paying an old US invoice that'= s > a different story. > > > > Call me if you have questions > > > > On Wed, May 22, 2024 at 3:10=E2=80=AFPM Joey Taylor > wrote: > > They want to transfer funds? > > ---------- Forwarded message --------- > From: *Dominique Jacobs* > Date: Wed, May 22, 2024 at 1:55=E2=80=AFPM > Subject: Fwd: Jean Coutu > To: Joey Taylor , Maria Licoudis mlicoudis@thekey.com> > > > > > > > > > [image: Image removed by sender. TheKey] > > *Dominique Jacobs * > > *Gestionnaire des soins/Infirmi=C3=A8re auxiliaire* > > *Client Care Manager/Licensed Practical Nurse* > > > > Tel: 514.907.5065 | Fax: 514.221.4265 > > djacobs@TheKey.com | TheKey.ca > > > > > > ---------- Forwarded message --------- > From: *Marilyn Bourcier* > Date: Wed, May 22,

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