Re: Montreal Client - Jean Coutu - [#816101]

From
Alejandro Aponte <billing@thekey.com>
To
joey.taylor@thekey.com
CC
mlicoudis@thekey.com, tt@thekey.com, eclark@thekey.com, john.janiga@thekey.com, clum@thekey.com, stephanie.fuston@thekey.com, lisa.barker@thekey.com, joey.taylor@thekey.com, lito.delapena@thekey.com
Date
Thu, 30 May 2024 14:20:23 +0000
Folder
INBOX
----==_mimepart_66588b2757246_2063ff0405cb25878587f8 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello everyone, Thank you for your email, we will request our payment= application team to move over the 2k advance payment and $300.00 credit = that was never utilized on ID#154246 (FL location.) Total amount differs = from the $3,151.00 mentioned in the email request, but I can only see 2.3= k needing to be moved over, and this aligns with the consent agreement si= gned on the FL location profile. If there are more credits needed above t= he 2.3k that I cant see please let us know. Once we have moved over t= hese amounts and applied them in full to the Montreal client ID#157918, w= e will upload the PAD payment method provided and turn auto pay on. The c= lient will owe $1,273.43 since we have already invoiced two invoices tota= ling $3,573.43. As soon as we have updates, they will be provided here to= you.=C2=A0 Thanks,=C2=A0 Alejandro Aponte = Billing@thekey.com 866-226-1702=C2=A0 = = On Wed, 29 May at 12:01 PM , Billing wrote: There is another thread on this client, I=E2= =80=99ll merge the two so we=E2=80=99re not duplicating efforts here. = = = Pardon my brevity, Sent from my iPhone = = = = = = On May 29, 2024, at 8:50=E2=80=AFAM, Joey Taylor wrote: = = =EF=BB=BF Good Morning, Client Jean Coutu resumed services with our ag= ency on May=C2=A09th. I am attaching the PAD form as well as I have added= it to the ClearCare account, This will be the payment method for all inv= oices to date (please confirm the client has not paid for any previous in= voices with other payment methods).=C2=A0 = I have copied the following paragraphs from=C2=A0@Elizabeth Clark=C2=A0l= ast email to confirm everything was done correctly. "This client was pre= viously under TK of New York (Client ID 154246) and made an advanced paym= ent (+ received a credit) that was never used. They now live in Montreal = (Client ID 157918) and we=E2=80=99ve agreed to allow them to use these fu= nds for future services there.=C2=A0 The credit amount is: $3,151.=C2=A0 = = Can we move these over and align internally on how to ensure we don=E2=80= =99t lose LOS to banking piece, as the funds were taken originally in USD= and posted to the JPMC Account?" = Thank you, = Joey Taylor = Directeur G=C3=A9n=C3=A9ral/General Manager = 514-907-5065 = TheKey.ca=C2=A0=C2=A0 ----==_mimepart_66588b2757246_2063ff0405cb25878587f8 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hello everyone, Thank you for your email, we will request our payment ap= plication team to move over the 2k advance payment and $300.00 credit tha= t was never utilized on ID#154246 (FL location.) Total amount differs fro= m the $3,151.00 mentioned in the email request, but I can only see 2.3k n= eeding to be moved over, and this aligns with the consent agreement signe= d on the FL location profile. If there are more credits needed above the = 2.3k that I ca

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