--000000000000c1b3c80642b47ca5 Content-Type: multipart/alternative; boundary="000000000000c1b3c70642b47ca4" --000000000000c1b3c70642b47ca4 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, I spoke to Ms. Rozoff this morning. Starting with this week's invoice, she will mail them directly to the P.O. box in Dallas. She mailed last week's invoice to the office. I will mail it as soon as it is received. I let her know the terms will not be adjusted, as we assume her check will arrive and be applied within 10 days. She will contact the Billing Department directly if she has any questions regarding her invoices. Please refrain from emailing her to suggest she is late with payments and at risk of service suspension until after her next invoice is issued. We can predict her most recent payment will be delayed by a few days. Those emails are very upsetting for her. All the best, Diane On Fri, Oct 31, 2025 at 4:23=E2=80=AFPM Michelle Schefter wrote: > Hi Diane, > I agree with Gerri on this. We should avoid manual handling of client > payments whenever possible, as sending checks through an individual befor= e > they reach our lockbox adds unnecessary risk and complexity to the proces= s. > The client can reach out to our billing help desk at billing@thekey.com f= or > any billing or payment questions. We=E2=80=99ve seen great success with c= lients > going through this team since they=E2=80=99re dedicated to handling all b= illing > inquiries. > I also noticed you mentioned that once she gets more comfortable with our > invoicing, you=E2=80=99ll revisit this. I=E2=80=99d love to set up some t= ime to review it > together so I can better understand the client=E2=80=99s concerns and exp= lore how > we can address them, Ill schedule that for next week. > Echoing Gerri, we=E2=80=99ll want the client to either mail checks direct= ly to the > PO Box or, ideally, transition to an autopay or credit card setup. That > would simplify things for both the client and our team while keeping the > process consistent. > Thank you, > > *Michelle Schefter* > > Director of Finance | *TheKey* > > Phone: 408.837.0579 > > > > > > > ------------------------------ > *From:* Diane Mockenhaupt > *Sent:* Friday, October 31, 2025 1:18 PM > *To:* Geraldine Terlecki > *Cc:* Timothy Thomas ; Michelle Schefter michelle.kenaga@thekey.com> > *Subject:* Re: Terms for Chicago Client Herbert Rozoff gt! > > Good Afternoon,Geri, > > We typically direct our clients to mail a check directly to the Dallas PO > Box. Mr. Rozoff has the potential to be a long-term client with > significant opportunity for growth. His daughter wants a point person fo= r > her interactions, including billing. By allowing this extra step, I can > provide her with answers regarding her payments in relation to her > invoices. As she becomes more comfortable with us and our invoicing, I > will again see if she is comfortable mailing her weekly remittance to our > P.O. Box.