Re: home care fees.

From
Vanja Bezdrob <vanja.bezdrob@thekey.com>
To
Vashon Palloo <vashon.palloo@thekey.com>
CC
Sumira Suthesan <sumira.suthesan@thekey.com>, Timothy Thomas <tt@thekey.com>, TheKey Billing <billing@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>
Date
Thu, 12 Oct 2023 16:27:04 -0700
Folder
INBOX
--Apple-Mail-EE74290A-DBA5-468A-9531-32142E198129 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable I just want to clarify any charge after Aug= 31 should be billed to this account account! Sent f= rom my iPhone On Oct 12,= 2023, at 2:20 PM, Vashon Palloo &lt;vashon.palloo@thekey.com&gt; wrote: = =EF=BB=BF Hi Sumira/Kristy, I want to make sure we c= harge the correct amount for this client once the refund is done.&nbsp; Please verify this is correct so we can let Tim know wh= at needs to be refunded: $385 for invoice 200253 (8= /31-9/1/23). $2,991.45 - for 9/12-10/3/23 invoices $3,376.45 total to be refunded Then we hav= e to charge the new account the $3,376.45 plus the $727.65 for invoice 20069= 7 for a total $4,104.10. Let me know your thoughts, &lt;image.png&gt;= On Thu, Oct 12, 2023 at 5:12=E2=80=AFPM Vanja Bezdrob &lt; vanja.bezdrob@thekey.com &gt; wrot= e: Hello Vashon&nbsp; I again uploaded Void check and it is on client fil= e with the note must use this account and I hope this will be clear for ever= yone.This account was supposed&nbsp;to be used starting Aug 31.So what needs= to be refunded and billed to this account are all charges dating back to Au= g 31.Client also inquired 15$ charge as a result as he didnt have enough fun= ds in the other account that Money was taken&nbsp;out from. Please= advise what and when it will be done so I can inform client Thank= you so much. On Thu, Oct 12, 2023 at 11:12=E2=80=AFAM Vashon Palloo &lt= ; vashon.palloo= @thekey.com &gt; wrote: Hi Vanja, Thanks for clarifying&n= bsp;which account needs to be used for payment. I have not processed today's= payment yet for this client.&nbsp;&nbsp; Can you a= lso clarify which payments need to be refunded? Is it just the 10/5/23 payme= nt or how far do we need to go back? On Thu, Oct 12, 2023 at 1:49=E2=80=AF= PM Vanja Bezdrob &lt; vanja.bezdrob@thekey.com &gt; wrote: The payment should come from t= he most&nbsp;recent uploaded&nbsp; payment information&nbsp;on file dated 08= /31 as that is the process i think please correct me if i am wrong.Ali was w= ell aware of that but since he is no longer with the company we need to fix t= he problem and see what we can do for this client.Let me know if i can assis= t with anything.This new account should be billed from the date specified bu= t never has been billed and this was ongoing issue till money was taken out o= f wrong account&nbsp;just past week. Also I want to ask if it is easier t= o delete all previous billing info in file to avoid confusion. I can do that= as well but I am not sure if that is the correct process as we keep all fil= es on the client profile. Let me know please and thank you. On= Thu, Oct 12, 2023 at 10:30=E2=80=AFAM Vashon Palloo &lt; vashon.palloo@thekey.com &gt; w= rote: Hi Team, To make sure I am understanding correct= ly, we're supposed to be using the account ending in 4688 for this client's P= AD?&nbsp; If so, this information was not relayed t= o me bu

Thread (3)