Fwd: 160446 Lorraine Siu - Review of CC Surcharge Fee & Credits Needed to Client - [#952453]

From
Marc Atkinson <billing@thekey.com>
To
tt@thekey.com
CC
timon.page@thekey.com, lito.delapena@thekey.com
Date
hu, 26 Sep 2024 17
Folder
INBOX
----==_mimepart_66f5973953b57_2063ff02ae3029c19065884 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim, The credit memo for $5.55 for Lorraine Siu reflecting the 0.7= % difference in the credit card surcharge fee from the 7/31 invoice has b= een applied to this week's invoice. The fee is going to come through at 2= .7% for payment on this week's and next week's invoice. Since she already= knows of this issue, please confirm how we should proceed with her accou= nt. If we need to issue credits for the 0.7% difference for any other= client, please let Lito and I know. Thank you. = = On Mon, 23 Sep at 11:00 AM , Timothy Thomas wrote: =C2=A0Hi Mark, = I have a call with legal tomorrow. Keep you posted on next steps. For no= w please hold off on any additional=C2=A0reimbursements. = = Thanks = = = = On Mon, Sep 23, 2024 at 9:36=E2=80=AFAM Marc Atkinson wrote: = = = = = Hi Timon, = = For client Lorraine Siu, we went ahead and issued a credit memo of $5.55= for the 0.7% difference from the correct credit card surcharge fee of 2.= 7% as opposed to the 2.0% surcharge fee the client has a PAF for. The cre= dit will apply to this week's invoice. = = We have yet to bill the client for 9/19 to 9/22, which is going to be bi= lled on Wednesday. The week of 9/23 will bill next Wednesday, 10/2. We st= ill have time for your office to please explain to the client that the fe= e is 2.7%, not 2.0%. Can we send the client a new PAF through Pandadoc wh= ich states the correct fee of 2.7%? This client, like all of our clients,= has to pay the correct fee of 2.7%. = = Thank you. = = Hi Tim, = = Lito and I discussed this matter at the end of last week and feel that i= t is practical for the Canadian offices to audit every client who has pai= d in Versapay with a credit card. We have found a few instances, includin= g this client, where the PAF in Clearcare states a credit card surcharge = fee of 2.0%, which is incorrect. The correct surcharge fee is 2.7%. We ar= e not sure where the 2.0% PAF came from.=C2=A0 = = Attached here is a list of Canadian clients who have made payments by cr= edit card in VP, since the integration from Clearcare. After reviewing th= is, please let us know if we need to issue credits for any of these clien= ts.=C2=A0 = = Thank you! = = = = = = On Wed, 18 Sep at 5:56 PM , Lito Delapena wrote:= = = Hi Marc, = = Apologies for the delay in response here, I am not aware of a different = Credit Card surcharge fee outside of 2.7% which should be listed on all C= CA's in Canada this may be a Typo and would need to be corrected to all C= CAs for Canada except for Montreal as they are exempt from Surcharge fees= . If we need to reimburse the difference back im happy to offer a credit = for it but i suggest that an update payment authorization form be complet= ed with the 2.7% listed and the PAF's in pandadoc all need to be updated = as well = = Thank you, = = = Lito Delapena = = Manager=C2=A0Customer Contact & Coll