RE: Billing for Contract Client

From
<eclark@thekey.com>
To
"'Cheryl Cartwright'" <ccartwright@thekey.com>, <kristy.poyner@thekey.com>, <stephanie.fuston@thekey.com>, "'Michelle Kenaga'" <michelle.kenaga@thekey.com>
CC
"'Taylor Cleland'" <tcleland@thekey.com>, "'Timothy Thomas'" <tt@thekey.com>
Date
2024-04-18 05:46:44
Folder
INBOX
This is a multipart message in MIME format. ------=_NextPart_000_0712_01DA9153.CC2FAAC0 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl =20 Looping in Billing leadership to provide direction on the best process = for this.=20 =20 It=E2=80=99s important to note sending a consolidated invoice per month = is not something we can automate so there is a chance, despite our best = efforts, we will make a mistake there. I would encourage us to steer = away from this knowing it=E2=80=99s not something we can guarantee will = be perfect 100% of the time. =20 Elizabeth Clark=20 Director =20 =20 =20 From: Cheryl Cartwright =20 Sent: Tuesday, April 16, 2024 11:56 AM To: Elizabeth Clark ; Timothy Thomas Cc: Taylor Cleland Subject: Billing for Contract Client =20 Good Afternoon Elizabeth and Timothy, =20 We recently partnered with the Region of Waterloo to provide homemaking = services for their clients. They wish to be billed monthly in one entire = bill however each client needs to be set up individually in clear care. = What TAG can we apply to these clients so that the billing department = knows not to bill them weekly and instead consolidates the invoices at = month's end? =20 I believe this is being done for CDHC already? =20 Thanks for your help, =20 Cheryl=20 ------=_NextPart_000_0712_01DA9153.CC2FAAC0 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi Cheryl &nbsp; Looping in Billing = leadership to provide direction on the best process for this. = &nbsp; It=E2=80=99s = important to note sending a consolidated invoice per month is not = something we can automate so there is a chance, despite our best = efforts, we will make a mistake there. I would encourage us to steer = away from this knowing it=E2=80=99s not something we can guarantee will = be perfect 100% of the time. &nbsp; Elizabeth&nbsp;Clark&nbsp; Director &nbsp; &nbsp; &nbsp; From: = Cheryl Cartwright &lt;ccartwright@thekey.com&gt; Sent: = Tuesday, April 16, 2024 11:56 AM To: Elizabeth Clark = &lt;eclark@thekey.com&gt;; Timothy Thomas = &lt;tt@thekey.com&gt; Cc: Taylor Cleland = &lt;tcleland@thekey.com&gt; Subject: Billing f

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