--0000000000004d85e305ffa9db47 Content-Type: multipart/alternative; boundary="0000000000004d85e205ffa9db46" --0000000000004d85e205ffa9db46 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim. They have an open balance of $4258.09. Should I apply the credit to the open invoices or should I leave the credit on their account without applying it to any invoices? Thanks, Sumira On Tue, Jul 4, 2023 at 7:08=E2=80=AFAM Timothy Thomas wrote= : > Yes please. Do they currently have a balance due? > > On Tue, Jul 4, 2023 at 9:49=E2=80=AFAM Sumira Suthesan > wrote: > >> Hi Elizabeth/ Tim, >> >> Should I create two credit memos? >> One for the subsidy ($3420) and one for the tax exemption credit >> ($949.03)? >> >> Thanks, >> Sumira >> >> On Mon, Jul 3, 2023 at 5:47=E2=80=AFAM wrote: >> >>> Sending to Sumira to create, have her send the credit data to you, and >>> we can send to Tim. Sorry I didn=E2=80=99t realize this was Montreal in= the moment. >>> >>> >>> >>> *From:* Timothy Thomas >>> *Sent:* Monday, July 3, 2023 4:20 AM >>> *To:* Alejandro Aponte >>> *Cc:* eclark@thekey.com >>> *Subject:* Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- >>> CAD >>> >>> >>> >>> Theyre based in Montreal. We bill via a clearcare export to quickbooks. >>> >>> >>> >>> On Fri, Jun 30, 2023 at 11:13 AM Alejandro Aponte >>> wrote: >>> >>> Hello Tim, >>> >>> >>> >>> Thank you for your email, I cannot located a client in our billing >>> system by the name of Monique Jacob, are they live in NetSuite or still >>> being billed from clear care / WellSky? >>> >>> >>> >>> Thanks, >>> >>> >>> >>> Alejandro Aponte >>> >>> >>> >>> >>> >>> Billing@thekey.com >>> >>> 866-226-1702 >>> >>> >>> >>> >>> >>> On Fri, 30 Jun at 9:05 AM , Timothy Thomas wrote: >>> >>> Theyre french speaking so please send me the reply and i will translate= . >>> Thank you! >>> >>> >>> >>> On Fri, Jun 30, 2023 at 8:56 AM wrote: >>> >>> Hello Tim- >>> >>> >>> >>> Thank you for sending this over. In the future you can send directly to >>> Billing@TheKey.Com and the Invoicing team will work on the credit for >>> you and provide a copy of all credits when complete. I=E2=80=99ve loope= d that team >>> in now so they can complete this for you today. >>> >>> >>> >>> Do you want us to reach out to the client to notify her it is complete >>> or is she French speaking? >>> >>> >>> >>> >>> >>> Elizabeth Clark >>> >>> *Director, CI & Transformation* >>> >>> *Long Term Care Insurance, Onboarding* >>> >>> >>> >>> *TheKey* >>> >>> >>> >>> >>> >>> *From:* Timothy Thomas >>> *Sent:* Thursday, June 29, 2023 9:01 AM >>> *To:* Elizabeth Clark >>> *Subject:* Monique Jacob >>> >>> >>> >>> Hi Elizabeth, >>> >>> >>> >>> I have another credit required for the CES program. Client is Monique >>> Jacob, also disorganized. The caregiver was getting paid the subsidy wh= ile >>> we thought they were not approved, turns out they were. >>> >>> >>> >>> Client is due a credit of $3420. Calculated from