Re: VM from 16474840632 [TORONTO ON] to Ext. 2390002 on 8/2/22 12:08 PM for 49 sec

--000000000000868faf05e6fda060 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Taneshia, "send receipt copy" is only for when we mark the invoices paid and email the receipt. All of our PAD clients that have an email associated with the payor receive invoices on a weekly basis right when we invoice. What you can do is put a fake email under the payor and default payor, they will not receive them going forward then. thank you, On Wed, Aug 24, 2022 at 10:21 AM Taneshia Persaud wrote: > Hello Ali, > > She does not want any billing info sent via email. Under the billing > section in the MC portal, under "Send receipt copy to" her email had been > previously removed, so I am not sure how she is still receiving emails. > > If there is somewhere else I need to remove her email, please advise. > > Taneshia > > On Wed, Aug 24, 2022 at 10:17 AM Ali Malik wrote: > >> Hey Taneshia, >> >> We had discussed that invoices are going to be sent on a monthly basis, >> so the client should expect to receive mailed invoices after month end. = If >> the client also does not want to receive automatic weekly emails, please >> remove the email from their profile. Or alternatively you can let the >> client know to ignore those emails as we will be sending the invoices by >> mail at month end. >> >> >> thank you, >> >> On Wed, Aug 24, 2022 at 7:26 AM Taneshia Persaud > taneshia.persaud@thekey.com> wrote: >> >>> Good morning all, >>> >>> I just wanted to confirm if the paper billing has started? The client i= s >>> now threatening to cancel service because she has received email invoic= es >>> in the past two weeks. Would you please be able to look into this asap? >>> >>> With thanks, >>> >>> Taneshia >>> >>> On Mon, Aug 8, 2022 at 3:42 PM Ali Malik wrote: >>> >>>> No problem, we will mail out on a monthly basis >>>> >>>> On Mon, Aug 8, 2022 at 3:37 PM Taneshia Persaud >>> taneshia.persaud@thekey.com> wrote: >>>> >>>>> Yes, monthly is fine with her. >>>>> >>>>> She also mentioned that she did not receive the account statement for >>>>> income tax purposes for 2021, if you can also send that with the next >>>>> invoice that would be great. >>>>> >>>>> Thanks very much, Ali. I appreciate it. >>>>> >>>>> On Mon, Aug 8, 2022 at 2:44 PM Ali Malik wrote= : >>>>> >>>>>> Okay thanks, I see we charge them automatically through PAD. >>>>>> >>>>>> What we can do is send invoices on a month end basis? >>>>>> >>>>>> Please let me know if this works for them. >>>>>> >>>>>> thank you, >>>>>> >>>>>> On Mon, Aug 8, 2022 at 2:42 PM Taneshia Persaud >>>>> taneshia.persaud@thekey.com> wrote: >>>>>> >>>>>>> Karen Evanshen >>>>>>> >>>>>>> On Mon, Aug 8, 2022 at 2:39 PM Ali Malik >>>>>>> wrote: >>>>>>> >>>>>>>> Hey Taneshia, >>>>>>>> >>>>>>>> Whats the client name? >>>>>>>> >>>>>>>> thanks >>>>>>>> >>>>>>>> On Mon, Aug 8, 2022 at 2:05 PM Taneshia Persaud >>>>>>> taneshia.persaud@thekey.com> wrote: >>>>>>>> >>>>>>>>> It should be in the billing section in