Re: Waterloo-Credit

From
Cheryl Cartwright <ccartwright@thekey.com>
To
Michelle Hudgins <michelle.hudgins@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Gerard Draetta <gerard.draetta@thekey.com>
Date
Wed, 1 May 2024 15:55:30 -0300
Folder
INBOX
--000000000000c896050617690825 Content-Type: multipart/alternative; boundary="000000000000c896040617690824" --000000000000c896040617690824 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Michelle, Are we sure there is a credit? This was not paid out of pocket. Gordon's account was associated with the government who would have paid his bills. Issuing it back to the family does not make sense. Cheryl On Tue, Apr 30, 2024 at 3:47=E2=80=AFPM Michelle Hudgins wrote: > Cheryl, > > Can you provide me with Brad Clarke's phone number regarding Gordon > Williams please? > > On Tue, Apr 30, 2024 at 2:38=E2=80=AFPM Michelle Hudgins michelle.hudgins@thekey.com> wrote: > >> Hello Cheryl, >> >> The reason for the inquiry is that the clients are terminated. I was not >> sure what the process was in Canada. >> I will follow up with the payments team. >> Thank you. >> >> >> On Tue, Apr 30, 2024 at 2:11=E2=80=AFPM Cheryl Cartwright >> wrote: >> >>> If you need me to then I can but I need to know what email address they >>> want it sent to. Seems strange though to credit someone back that way f= rom >>> a company. >>> >>> On Tue, Apr 30, 2024 at 3:09=E2=80=AFPM Cheryl Cartwright >> ccartwright@thekey.com> wrote: >>> >>>> Normally credits are issued by billing not by e-transfer. >>>> >>>> On Tue, Apr 30, 2024 at 3:09=E2=80=AFPM Timothy Thomas = wrote: >>>> >>>>> Isn't that a function of the billing department? >>>>> >>>>> On Tue, Apr 30, 2024 at 1:49=E2=80=AFPM Michelle Hudgins >>>> michelle.hudgins@thekey.com> wrote: >>>>> >>>>>> Who handles credits from your team? These credits need to be taken >>>>>> care of asap. >>>>>> >>>>>> On Tue, Apr 30, 2024 at 11:46=E2=80=AFAM Timothy Thomas >>>>>> wrote: >>>>>> >>>>>>> I can send a client an e-transfer, but I don't typically oversee >>>>>>> credits. >>>>>>> >>>>>>> On Tue, Apr 30, 2024 at 11:38=E2=80=AFAM Michelle Hudgins >>>>>> michelle.hudgins@thekey.com> wrote: >>>>>>> >>>>>>>> Do you issue credits to the client? >>>>>>>> >>>>>>>> On Tue, Apr 30, 2024 at 10:21=E2=80=AFAM Timothy Thomas >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hi Michelle, >>>>>>>>> >>>>>>>>> Anything for Cheryl and I to do here or is collections handling >>>>>>>>> this? >>>>>>>>> >>>>>>>>> On Mon, Apr 29, 2024 at 9:21=E2=80=AFAM Michelle Hudgins >>>>>>>> michelle.hudgins@thekey.com> wrote: >>>>>>>>> >>>>>>>>>> Hello, >>>>>>>>>> >>>>>>>>>> Below are the terminated clients that have credit on their >>>>>>>>>> accounts. >>>>>>>>>> The credit will need to be resolved prior to the first week of >>>>>>>>>> May. >>>>>>>>>> Please let me know how this is handled. >>>>>>>>>> >>>>>>>>>> [image: image.png] >>>>>>>>>> Kind regards, >>>>>>>>>> *Michelle Hudgins* >>>>>>>>>> Senior Accounts Receivable Specialist >>>>>>>>>> Direct Line: 305-452-0760 >>>>>>>>>> *michelle.hudgins@thekey.com * >>>>>>>>>> >>>>>>>>>> >>>>>>>>>> TheKey.com >>>>>>>>>> [image: TheKey] >>>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>>> -- >>>>>>>>> Tim Thomas >>>>>>>>>

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