--000000000000e9f6f905ec95cdff Content-Type: text/plain; charset="UTF-8" Perfect thanks. On Thu, Nov 3, 2022 at 2:30 PM Ali Malik wrote: > 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 > > -- *Tyler Ferguson* Staffing Manager Office: 416-488-8777 Cell: 647-406-8719 Mavencare | Powered by Home Care Assistance --000000000000e9f6f905ec95cdff Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Perfect thanks. On Thu, Nov 3, 2022 at 2:30 PM Ali Malik &l= t; ali.malik@thekey.com > wrot= e: Hi Tyler, I usually finalize and invoice 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 Ferguson < tyler.ferguson@t= hekey.com > wrote: Thanks Ali! For the Tuesday deadline is that be= fore 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 t= he process so going forward we all have an understanding on how to proceed = with these requests: If a client has an issue with= bookin