This is a multipart message in MIME format. ------=_NextPart_000_06A2_01DAACEC.789AEF50 Content-Type: multipart/alternative; boundary="----=_NextPart_001_06A3_01DAACEC.789B3D70" ------=_NextPart_001_06A3_01DAACEC.789B3D70 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Tim-=20 =20 Correct, and it=E2=80=99s 1.37 Cad to US, and .73 US to CAD, exchange = rate. =20 Advanced Payment- $1460 (2000 x .73) Advanced Credit- $219 (300 x .73) =20 Hi Katherine & Lisa- =20 This client was previously under TK of New York (Client ID 154246) and = made an advanced payment (+ 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 funds for future services there. Above is the = new amount we=E2=80=99d enter based on the currency exchange.=20 =20 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? =20 Elizabeth Clark=20 Director =20 =20 =20 From: Timothy Thomas =20 Sent: Thursday, May 23, 2024 6:10 AM To: eclark@thekey.com Cc: Beth Ann Rosario ; Audra Williams = ; Joey Taylor Subject: Re: Jean Coutu =20 Thanks Beth Ann. This family owns one of the largest pharmacy chains in = Canada so I appreciate the offer. This could turn out to be a referral = source for us.=20 =20 To confirm, the advanced payment was $2000 and the credit was $300? =20 =20 Liz can you provide the exact $CAD equivalent? =20 Thanks! =20 On Wed, May 22, 2024 at 6:27=E2=80=AFPM > wrote: 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 = bethann.rosario@thekey.com>=20 Sent: Wednesday, May 22, 2024 3:12 PM To: eclark@thekey.com Cc: Audra Williams audraw@thekey.com>; Joey = Taylor joey.taylor@thekey.com>; = Timothy Thomas tt@thekey.com> 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