Montreal Billing (August 26th to September 1st)

From
Joey Taylor <joey.taylor@thekey.com>
To
TheKey Billing <billing@thekey.com>, Kristy Poyner <kristy.poyner@thekey.com>, Timothy Thomas <tt@thekey.com>, Chakera Dixon <cdixon@thekey.com>
Date
ue, 3 Sep 2024 16:
Folder
INBOX
--000000000000ee0bea06213d2b2a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Montreal billing has been audited. A few things to note: 1. New client Heidel Merzenthin: Please run this client's credit card ASAP (before the invoice is sent). We have a suspicion he may have issues with the invoice and price of service so we want to make sure he has the funds. 2. New client Dr. Valerie Pasztor: The client will be paying by wire-transfer. I put in the name of Wealth Manager as the payer/email invoice in ClearCare. The Wealth Manager provided all the information to Cheryl Cartwright who advised @TheKey Billing (Cathy Saari). Just want to make sure no errors occur here. 3. New client Place Kensington: I have not uploaded the contract or entered any payment information as this is a facility that we have been dealing with for a very long time. I have a meeting tomorrow to find out who is paying and how and will advise as soon as I have all that information. 4. The Montreal Staffing Team took care of Cheques Emploie credits for this week in Clearcare as discussed in our meeting last week with @Kristy Poyner . Will someone from billing audit these changes? 5. Information for all other new clients can be seen below as well as all information has been entered in ClearCare. https://docs.google.com/spreadsheets/d/1UudNZBlpwKXZJWz6ERy-L17FE18rGEqXsRU= dVCHjAHg/edit?gid=3D0#gid=3D0 Thank you, Joey Taylor *Directeur G=C3=A9n=C3=A9ral/**General Manager* 514-907-5065 TheKey.ca [image: TheKey] --000000000000ee0bea06213d2b2a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon, Montreal billing has been audited. = A few things to note: 1. New client Heidel Merzenthin: Please run this c= lient&#39;s credit card ASAP (before the invoice is sent). We have a suspic= ion he may have issues with the invoice and price of service so we want to = make sure he has the funds. 2. New client Dr. Valerie Pasztor: = The client will be paying by wire-transfer. I put in the name of Wealth Man= ager as the payer/email invoice in ClearCare. The Wealth Manager provided a= ll the information to Cheryl Cartwright who advised=C2=A0 @TheKey Billing =C2=A0(Cathy Saari). Just want to make sure no= errors occur here. 3. New client Place Kensington: I have not uploa= ded the contract or entered any payment information as this is a facility t= hat we have been dealing with for a very long time. I have a meeting tomorr= ow to find out who is paying and how and will advise as soon as I have all = that information. =C2=A0 4. The Montreal Staffing Team took care of C= heques Emploie credits for this week in Clearcare as discussed in our meeti= ng last week with=C2=A0 @Kristy Poyner = . Will someone from billing audit these changes? 5. Infor= mation for all other new clients can be seen below as well as all informati= on has been entered in ClearCare. https://docs.google.com/spreadsheets/d/1UudNZBlpwK

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