--000000000000093bf7064d7aae8d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Also- just wanted to make sure that it is spelled Deupree House. Thanks for all your help! On Fri, Mar 20, 2026 at 4:16=E2=80=AFPM Laura Horval w= rote: > Okay, just want to make sure we do whichever is the most seamless and > appropriate. The dates of service were Jan 2024- Nov 2025 > > On Fri, Mar 20, 2026 at 3:18=E2=80=AFPM Lito Delapena > wrote: > >> HI Laura, >> >> The Credit memo can be created and applied to their invoices vs placing = a >> credit onto the invoice itself, ill a copy of the credit memo to you all >> once its created. >> >> Thank you, >> >> Lito Delapena >> >> Customer Contact and Collections Manager | TheKey >> >> Mobile: 619-722-8561 >> >> >> >> >> >> On Fri, Mar 20, 2026 at 9:40=E2=80=AFAM Laura Horval wrote: >> >>> Hi Lito, >>> >>> Is it cleaner if we can place it on their invoice for the next two >>> weeks? >>> >>> On Fri, Mar 20, 2026 at 12:38=E2=80=AFPM Lito Delapena >>> wrote: >>> >>>> HI Laura, >>>> >>>> Got it. Can you provide the service dates to which this $14K pertains? >>>> We could include a collective start and end date on the credit memo fo= r >>>> documentation purposes >>>> >>>> Thank you, >>>> >>>> Lito Delapena >>>> >>>> Customer Contact and Collections Manager | TheKey >>>> >>>> Mobile: 619-722-8561 >>>> >>>> >>>> >>>> >>>> >>>> On Fri, Mar 20, 2026 at 9:25=E2=80=AFAM Laura Horval >>>> wrote: >>>> >>>>> Thanks, Lito! The credit would be placed on the Enriched Living >>>>> Program- ERS Deupree account. It would be utilized towards their curr= ent >>>>> open balance. >>>>> >>>>> On Fri, Mar 20, 2026 at 11:46=E2=80=AFAM Lito Delapena >>>> lito.delapena@thekey.com> wrote: >>>>> >>>>>> Good Morning! >>>>>> >>>>>> Happy to help, would this credit memo be similar to what we complete= d >>>>>> for Duepree house in December, essentially refunding them $14,674.00= or >>>>>> would the credit need to be placed on the TheKey Cleaning customer a= ccount >>>>>> and utilized towards their current open balance? >>>>>> >>>>>> Thank yu, >>>>>> >>>>>> ito Delapena >>>>>> >>>>>> Customer Contact and Collections Manager | TheKey >>>>>> >>>>>> Mobile: 619-722-8561 >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> On Fri, Mar 20, 2026 at 5:55=E2=80=AFAM Timothy Thomas wrote: >>>>>> >>>>>>> @Lito Delapena could you please assist >>>>>>> Will with issueing this credit? >>>>>>> >>>>>>> On Fri, Mar 20, 2026 at 8:46=E2=80=AFAM Will Reid wrote: >>>>>>> >>>>>>>> Tim, >>>>>>>> We are going to have to credit the DH $14,674.00 on their next >>>>>>>> March invoice. Laura has outlined the issue below. Who all needs t= o get >>>>>>>> this to ensure it=E2=80=99s handled correctly? >>>>>>>> >>>>>>>> We did a recent audit of the RA billing and discovered that when a >>>>>>>> team member was off boarded and a new team member was brought on t= hat she >>>>>>>> was not trained on adding unscheduled visits from 24/7 reports to = the >>>>>>