Re: Client Credits/Adjustments*

--0000000000009cdc8205ec952868 Content-Type: text/plain; charset="UTF-8" Hi Tyler, I usually finalize and invoice after 11am. So let's have 11am on Tuesday as a cutoff . Thank you, On Thu, Nov 3, 2022 at 1:56 PM Tyler Ferguson wrote: > Thanks Ali! For the Tuesday deadline is that before Tuesday 9AM? > > Best, > Tyler > > On Thu, Nov 3, 2022 at 1:32 PM Ali Malik 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 > > Mavencare | Powered by Home Care > Assistance > -- *Ali Malik* Manager - Financial Operations --0000000000009cdc8205ec952868 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tyler, I usually finalize and invoic= e after 11am. So let's have 11am on Tuesday as a cutoff .=C2=A0 Thank you, On Thu, Nov 3, 2022 at 1:56 PM Tyler Ferg= uson < tyler.ferguson@thekey= .com > wrote: Thanks Ali! For the Tuesday deadline is that before Tu= esday 9AM? Best, Tyler On Thu, Nov 3, 202= 2 at 1:32 PM Ali Malik < ali.malik@thekey.com > wrote: Hi Team, We have been getting alot of adjustment/credit requests for clients book= ings. I want to try and simplify and clarify the p= rocess so going forward we all have an understanding on how to proceed with= these requests: If a client has an issue with boo= kings and raises this issue before invoicing (Tuesday) the booking can be c= orrected as it is not finalized=C2=A0nor invoiced . So essentially if the r= equest comes in and is addressed before tuesday, you guys can just adjust t= he booking in question (prior week dates). If the = request comes in after invoices are created (Tuesday), we will need to add = credit and or