Re: Pre-Authorized Debit Agreement

From
Joey Taylor <joey.taylor@thekey.com>
To
Lito Delapena <lito.delapena@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>, Timothy Thomas <tt@thekey.com>, eclark@thekey.com, Alyson Rohane <alyson.rohane@thekey.com>, Legal <legal@thekey.com>
Date
ue, 30 Apr 2024 14
Folder
INBOX
--0000000000009422f8061754d280 Content-Type: multipart/alternative; boundary="0000000000009422f6061754d27f" --0000000000009422f6061754d27f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you @Steve Koyanagi and @Lito Delapena , Would it be possible to remove the Credit Card and Debit Option from that form? ACH should be only option for our US Clients. Once done, I will send to PandaDoc support to upload and we will get it sent out this week. Thanks On Tue, Apr 30, 2024 at 12:34=E2=80=AFPM Lito Delapena wrote: > Appreciate the review @Steve Koyanagi , updated > the verbiage on the payment authorization form. > > @Timothy Thomas @Joey Taylor > Please see attached > > Thank you, > > Lito Delapena > Help Desk Manager > * Please note my email has changed: * > lito.delapena@thekey.com > > 619-722-8561 Ext. 190013 > TheKey.com > [image: TheKey] > > > On Tue, Apr 30, 2024 at 9:12=E2=80=AFAM Steve Koyanagi > wrote: > >> Let's change the highlighted language so it is "I" instead of parties: >> >> I acknowledge that international transaction fees may be incurred when >> paying invoices denominated in Canadian dollars. I understand I am >> responsible for verifying such fees with my respective banking instituti= on >> prior to initiating payment. >> >> Otherwise looks good. >> On Tue, Apr 30, 2024 at 7:28=E2=80=AFAM Lito Delapena >> wrote: >> >>> HI Tim, >>> >>> Yes, we confirmed yesterday that the test transaction of paying a CAD >>> invoice with a US account cleared our bank. I am putting together an >>> updated PAF form for you to use for CAD clients whose payers live in th= e >>> US. Please note that there were international transaction fees imposed = by >>> my bank due to the payment of a C$ invoice and the conversion to US $. >>> >>> @Steve Koyanagi would this verbiage >>> be acceptable on the PAF in acknowledgement of the transactions fees? >>> Please advise if the verbiage needs to be changed >>> >>> >>> [image: image.png]p >>> >>> Thank you, >>> >>> Lito Delapena >>> Help Desk Manager >>> * Please note my email has changed: * >>> lito.delapena@thekey.com >>> >>> 619-722-8561 Ext. 190013 >>> TheKey.com >>> [image: TheKey] >>> >>> >>> On Tue, Apr 30, 2024 at 6:28=E2=80=AFAM Timothy Thomas = wrote: >>> >>>> Hi Lito, >>>> >>>> Any news on the funds? >>>> >>>> On Thu, Apr 25, 2024 at 12:13=E2=80=AFPM Lito Delapena >>> lito.delapena@thekey.com> wrote: >>>> >>>>> HI Tim, >>>>> >>>>> Please be advised that the Test payment for a CAD invoice using a US >>>>> Debit Card has been posted to my Account, We are just awaiting confir= mation >>>>> that the funds have also settled into our TheKey Account. Will let yo= u know >>>>> once we have received the funds. >>>>> >>>>> Thank you, >>>>> >>>>> Lito Delapena >>>>> Help Desk Manager >>>>> * Please note my email has changed: * >>>>> lito.delapena@thekey.com >>>>> >>>>> 619-722-8561 Ext. 190013 >>>>> TheKey.com >>>>> [image: TheKey] >>>>> >>>>> >>>>> On Tue, Apr 23, 2024 a

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