Re: Client - Jocelyne Monty (Montreal)

From
Elizabeth Clark <eclark@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Joey Taylor <joey.taylor@thekey.com>, Alyson Rohane <alyson.rohane@thekey.com>
Date
2024-05-16 07:07:41
Folder
INBOX
--Apple-Mail-F3B27585-6D70-4C6D-B6F1-0B9E52B84C67 Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable We could however I don=E2=80=99t know t= hat we should do that for this reason. Normally she= will receive the invoice and then pay, and then the following week get a ne= w invoice, so it shouldn=E2=80=99t take a week to key them. If that=E2=80=99= s what=E2=80=99s happening we have a bigger issue to address. = Happy to discuss extending terms if it makes sense but we shouldn= =E2=80=99t be at 4-5 days out to key wires/etransfer payments. That doesn=E2= =80=99t sound right.&nbsp; Let me dig into it and g= et back to you.&nbsp; Pardon my brevity, Se= nt from my iPhone On May= 16, 2024, at 7:02=E2=80=AFAM, Timothy Thomas &lt;tt@thekey.com&gt; wrote: =EF=BB=BF= Hi Liz, If you're correct and they recei= ved the follow up email with the invoice, could we extend their payment term= s given the time it takes to apply wire payments? On Thu, May 16, 2024 at 9= :50=E2=80=AFAM Elizabeth Clark &lt; ecla= rk@thekey.com &gt; wrote: Nothing would be different for anyone sending m= oney to the bank, we can=E2=80=99t re-route or change that and we haven=E2=80= =99t closed any bank accounts. I will look into this a bi= t and let you know if anything stands out to me. My gut that she feels her f= unds were not applied or misapplied and she=E2=80=99s noticed now that we=E2= =80=99ve resent invoices with her balance due, but I will need to validate t= hat. If you can reach out in the interim and provid= e her the French FAQ, let her know we=E2=80=99re looking into it, that may h= elp.&nbsp; The FAQ says too, she doesn=E2=80=99t ha= ve to use the online portal. Pardon my brevity= , Sent from my iPhone On= May 16, 2024, at 6:37=E2=80=AFAM, Joey Taylor &lt; joey.taylor@thekey.com &gt; wrote: = =EF=BB=BF Hey Elizabeth, I don't believe this was EFT, it's a w= ire payment. She was a client before I started with TheKey so this has been s= et up for a long time.&nbsp; Would something&nbsp;be different for a wir= e payment? On Thu, May 16, 2024 at 9:34=E2=80=AFAM Elizabeth Clark &lt; eclark@thekey.com &gt;= wrote: Hi Joey Do you happen to know more about her last p= ayment that did something different? We don=E2=80=99t have the ability to ch= ange where an etransfer is sent, and she doesn=E2=80=99t have to use VP as w= e=E2=80=99ve shared on calls, so I want to make sure we=E2=80=99re compartme= ntalizing her feedback and deescalating where we can.&nbsp; She can get the email, view the PDF attached, and send etransfer li= ke usual (although we are going to redirect those to the Vancouver bank here= shortly). Any additional context you can provide w= ould be super helpful, especially if her English is a bit limited.&nbsp; Happy to get on a conference call with her and you too= , if needed.&nbsp; Pardo= n my brevity, Sent from my iPhone On May 16, 2024, at 6:29=E2=80=AFAM, Joey Taylor &lt; joey.taylor@thekey.com &gt= ; wrote: =EF=BB=BF Good Mornin