RE: Jean Coutu

From
<eclark@thekey.com>
To
"'Beth Ann Rosario'" <bethann.rosario@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
CC
"'Audra Williams'" <audraw@thekey.com>, "'Joey Taylor'" <joey.taylor@thekey.com>
Date
Wed, 22 May 2024 15:27:52 -0700
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0466_01DAAC5C.9CD7AD80 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0467_01DAAC5C.9CD7AD80" ------=_NextPart_001_0467_01DAAC5C.9CD7AD80 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Beth Ann! =20 Tim- Another note is this is worth $2300 in USD, not in CAD, so when we = transition them over we have to convert to the proper currency. Please = let me know if there are questions on this and if we want to allow her = to use both the Credit and the Advanced Payment.=20 =20 Elizabeth Clark=20 Director =20 =20 From: Beth Ann Rosario =20 Sent: Wednesday, May 22, 2024 3:12 PM To: eclark@thekey.com Cc: Audra Williams ; Joey Taylor = ; Timothy Thomas Subject: Re: Jean Coutu =20 Yes they never started services with us. If you want to use their = advanced payment that=E2=80=99s fine with me to show good faith to the = client from the company=E2=80=99s perspective as a united front Beth Ann Rosario Senior Regional Director Southeast=20 919.899.5543 =20 =20 On Wed, May 22, 2024 at 5:37=E2=80=AFPM > wrote: Hi Tim =20 Thank you for reaching out to ask. Unfortunately, that=E2=80=99s not = 100% honest on the clients part. They made an advanced payment and got a = credit but were deactivated before they used them, there was no = overpayment made. This typically goes to the Florida P&L because they = invested the time in onboarding, so I=E2=80=99d want both Audra and Beth = Ann to approve using this for services in Montreal. =20 I would suggest she does not get the credit and we consider using just = the Advanced Payment for services in Montreal but will leave that for = you all to decide.=20 =20 Elizabeth Clark=20 Director =20 =20 =20 From: Timothy Thomas >=20 Sent: Wednesday, May 22, 2024 2:30 PM To: Elizabeth Clark >; = Joey Taylor > Subject: Re: Jean Coutu =20 Adding in Liz=20 =20 This client used the key in Florida. Claims they overpaid and would like = to apply funds to their current Montreal account. Can you validate? Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 =20 On Wed, May 22, 2024 at 5:12=E2=80=AFPM Joey Taylor = > wrote: Ya, they want to use money they deposited to our USD company on our = services. Assume that wont work =20 On Wed, May 22, 2024 at 4:57=E2=80=AFPM Timothy Thomas > wrote: What's the context here? Theyre saying they don't owe us money? Joey, = can you call them and understand the question?=20 =20 If they paid our US office based on their previous agreement, we'll need = to track down the payment. Or if they were paying an old US invoice = that's a different story.=20 =20 Call me if you have questions =20 On Wed, May 22, 2024 at 3:10=E2=80=AFPM Joey Taylor = > wrote: They want to transfer funds?=20 ---------- Forwarded message --------- From: Dominique Jacobs > Date: Wed, May 22, 2024 at 1:55=E2=80=AFPM Subject: Fwd: Jean Coutu To: 

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