--000000000000861ca606131a692a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Can you resend Abbie, the client's daughter, a revised invoice for this week's payment(last week's invoice), they are confused as to what they actually owe because there is a fee on CreditCard so she just wants to be sure as to what Etransfer amount to send. *Thank you,* *Shawntel Sousa, LPN* Client Success Manager Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office: 778-279-3634 *TheKey.ca * [image: TheKey] On Thu, Mar 7, 2024 at 3:16=E2=80=AFPM Marc Atkinson w= rote: > Hi Shawntel, > > Per our payment policy, we do require our clients to be on autopay, and > approval for not being on autopay (through Versapay) with a credit/debit > card or a PAD/checking account needs to be sought from Tim and our Senior > Director of OTC Laszlo Kovacs. Moving forward, we need both Tim's and > Laszlo's approval for a client to not be on autopay. > > Regarding the credit card, we do have a valid and signed PAF on file from > the client which states that we can process payment automatically. I > apologize, but I looked for the correspondence regarding payments for thi= s > client, and I couldn't locate the instance where it was stated that the > client can pay via Etransfer and not be on autopay. > > Let me connect with our finance managers to see what the next steps are. > For now, I will send in for a refund of the unapplied credit card payment= s > back to the client's card and place this week's invoice into dispute so i= t > doesn't get charged, until this gets sorted out. > > Thank you! > > On Thu, 7 Mar at 5:10 PM , Marc Atkinson wrote: > Hi Shawntel, > > Thank you for letting us know. I will send this to our Payment Applicatio= n > team immediately, to get this resolved and have the appropriate funds > returned to the client's credit card. > > > > On Thu, 7 Mar at 12:54 PM , Shawntel Sousa > wrote: > Hi team, > > I am not sure who added tags to this clients profile - I only added > E-Transfer but someone added PAD and Credit Card - they pay by > e-transfer(credit card is on file as a just incase, this was requested by > billing) but we have been charging them by credit card and they have been > paying by e-transfer. > > We will need to credit them back all the credit card payments immediately= . > This client came from a referral of ours and they are extremely upset. > > Please ensure that the credit card is removed from the client payment > profile. > > The E-transfers come from Dwayne Lashyn. > > Warm regards, > Shawntel Sousa, LPN > Client Success Manager > Home Care Assistance/The Key > > Calgary Office number: (403) 301-3777 > Winnipeg Office Number: (204) 489-6000 > Mobile number: (403) 305-6588 > > > 692258:611100 > --000000000000861ca606131a692a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Marc, Can you resend Abbie, the client'= s daughter, a revised invoice for