--000000000000d9159305ec94aeeb Content-Type: text/plain; charset="UTF-8" Thanks Ali! For the Tuesday deadline is that before Tuesday 9AM? Best, Tyler On Thu, Nov 3, 2022 at 1:32 PM Ali Malik wrote: > Hi Team, > > We have been getting alot of adjustment/credit requests for clients > bookings. > > I want to try and simplify and clarify the process so going forward we all > have an understanding on how to proceed with these requests: > > If a client has an issue with bookings and raises this issue before > invoicing (Tuesday) the booking can be corrected as it is not finalized nor > invoiced . So essentially if the request comes in and is addressed before > tuesday, you guys can just adjust the booking in question (prior week > dates). > > If the request comes in after invoices are created (Tuesday), we will need > to add credit and or adjust for the following week's invoice. This > adjustment/credit should be done by the CSMs with an email to myself and > Cheryl. > > We do not want to delete/refund any invoices after they are created. We > will only delete/refund the invoice if the case is urgent (client by any > means needs it corrected on the respective invoice). But please let us have > a strict process in place where everyone and clients are aware that > credit/adjustment will be made on the following week's invoice. > > Please let me know if you have any further questions. > > thank you, > > > *Ali Malik* > Manager - Financial Operations > > > -- *Tyler Ferguson* Staffing Manager Office: 416-488-8777 Cell: 647-406-8719 Mavencare | Powered by Home Care Assistance --000000000000d9159305ec94aeeb Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Ali! For the Tuesday deadline is that before Tuesda= y 9AM? Best, Tyler On Thu, Nov 3, 2022 = at 1:32 PM Ali Malik < ali.malik@= thekey.com > wrote: Hi Team, We have been gettin= g alot of adjustment/credit requests for clients bookings. I want to try and simplify and clarify the process so going forwar= d we all have an understanding on how to proceed with these requests: = If a client has an issue with bookings and raises this = issue before invoicing (Tuesday) the booking can be corrected as it is not = finalized=C2=A0nor invoiced . So essentially if the request comes in and is= addressed before tuesday, you guys can just adjust the booking in question= (prior week dates). If the request comes in after= invoices are created (Tuesday), we will need to add credit and or adjust f= or the following week's invoice. This adjustment/credit should be done = by the CSMs with an email to myself and Cheryl. We= do not want to delete/refund any invoices after they are created. We will = only delete/refund the invoice if the case is urgent (client by any means n= eeds it corrected on the respective invoice). But please let us have a stri= ct process in place where everyone and clients are aware that credit/adjust= ment will be made on the following week's invoi