Thanks Ali! For the Tuesday deadline is that before Tuesday 9AM?
Best,
Tyler
On Thu, Nov 3, 2022 at 1:32 PM Ali Malik <ali.malik@thekey.com> wrote:
> Hi Team,
>
> We have been getting alot of adjustment/credit requests for clients
> bookings.
>
> I want to try and simplify and clarify the process so going forward we all
> have an understanding on how to proceed with these requests:
>
> If a client has an issue with bookings and raises this issue before
> invoicing (Tuesday) the booking can be corrected as it is not finalized nor
> invoiced . So essentially if the request comes in and is addressed before
> tuesday, you guys can just adjust the booking in question (prior week
> dates).
>
> If the request comes in after invoices are created (Tuesday), we will need
> to add credit and or adjust for the following week's invoice. This
> adjustment/credit should be done by the CSMs with an email to myself and
> Cheryl.
>
> We do not want to delete/refund any invoices after they are created. We
> will only delete/refund the invoice if the case is urgent (client by any
> means needs it corrected on the respective invoice). But please let us have
> a strict process in place where everyone and clients are aware that
> credit/adjustment will be made on the following week's invoice.
>
> Please let me know if you have any further questions.
>
> thank you,
>
>
> *Ali Malik*
> Manager - Financial Operations
>
>
>
--
*Tyler Ferguson*
Staffing Manager
Office: 416-488-8777
Cell: 647-406-8719
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