--000000000000b83ebe05ffa9fd3c Content-Type: multipart/related; boundary="000000000000b83ebd05ffa9fd3b" --000000000000b83ebd05ffa9fd3b Content-Type: multipart/alternative; boundary="000000000000b83ebb05ffa9fd3a" --000000000000b83ebb05ffa9fd3a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi, Please see attached credit memos that are currently retained as available credit on the client's account. Please let me know if you want me to apply the credits to the open invoices= . Thanks, Sumira On Tue, Jul 4, 2023 at 7:11=E2=80=AFAM Sumira Suthesan wrote: > Hi Tim. > > They have an open balance of $4258.09. > Should I apply the credit to the open invoices or should I leave the > credit on their account without applying it to any invoices? > > Thanks, > Sumira > > On Tue, Jul 4, 2023 at 7:08=E2=80=AFAM Timothy Thomas wro= te: > >> Yes please. Do they currently have a balance due? >> >> On Tue, Jul 4, 2023 at 9:49=E2=80=AFAM Sumira Suthesan > sumira.suthesan@thekey.com> wrote: >> >>> Hi Elizabeth/ Tim, >>> >>> Should I create two credit memos? >>> One for the subsidy ($3420) and one for the tax exemption credit >>> ($949.03)? >>> >>> Thanks, >>> Sumira >>> >>> On Mon, Jul 3, 2023 at 5:47=E2=80=AFAM wrote: >>> >>>> Sending to Sumira to create, have her send the credit data to you, and >>>> we can send to Tim. Sorry I didn=E2=80=99t realize this was Montreal i= n the moment. >>>> >>>> >>>> >>>> *From:* Timothy Thomas >>>> *Sent:* Monday, July 3, 2023 4:20 AM >>>> *To:* Alejandro Aponte >>>> *Cc:* eclark@thekey.com >>>> *Subject:* Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- >>>> CAD >>>> >>>> >>>> >>>> Theyre based in Montreal. We bill via a clearcare export to quickbooks= . >>>> >>>> >>>> >>>> On Fri, Jun 30, 2023 at 11:13 AM Alejandro Aponte >>>> wrote: >>>> >>>> Hello Tim, >>>> >>>> >>>> >>>> Thank you for your email, I cannot located a client in our billing >>>> system by the name of Monique Jacob, are they live in NetSuite or stil= l >>>> being billed from clear care / WellSky? >>>> >>>> >>>> >>>> Thanks, >>>> >>>> >>>> >>>> Alejandro Aponte >>>> >>>> >>>> >>>> >>>> >>>> Billing@thekey.com >>>> >>>> 866-226-1702 >>>> >>>> >>>> >>>> >>>> >>>> On Fri, 30 Jun at 9:05 AM , Timothy Thomas wrote: >>>> >>>> Theyre french speaking so please send me the reply and i will >>>> translate. Thank you! >>>> >>>> >>>> >>>> On Fri, Jun 30, 2023 at 8:56 AM wrote: >>>> >>>> Hello Tim- >>>> >>>> >>>> >>>> Thank you for sending this over. In the future you can send directly t= o >>>> Billing@TheKey.Com and the Invoicing team will work on the credit for >>>> you and provide a copy of all credits when complete. I=E2=80=99ve loop= ed that team >>>> in now so they can complete this for you today. >>>> >>>> >>>> >>>> Do you want us to reach out to the client to notify her it is complete >>>> or is she French speaking? >>>> >>>> >>>> >>>> >>>> >>>> Elizabeth Clark >>>> >>>> *Director, CI & Transformation* >>>> >>>> *Long Term Care Insurance, Onboarding* >>>> >>>> >>>> >>>> *TheKey* >>>> >>>> >>>> >>>> >>>> >>>> *From:* Timothy Thomas >>>> *Sent:* Thursday, June 29, 2023 9:01 AM >>>> *To:* Elizabeth Clark >>>> *Subject:* Monique Jacob >>>> >>>> >>>> >>>> Hi Elizabeth, >>>> >>>> >>>> >>>> I have another credit required for the CES program. Client is Monique >>>> Jacob, also disorganized. The caregiver was getting paid the subsidy w= hile >>>> we thought they were not approved, turns out they were. >>>> >>>> >>>> >>>> Client is due a credit of $3420. Calculated from March 13th to date >>>> (June 25th) at 12 hours a week x $19/hr (caregiver rate) total 180 hou= rs. >>>> >>>> >>>> >>>> In addition, effective March 13th 2023 the client should have been >>>> sales tax exempt so we will need to credit the taxes paid and make an >>>> adjustment for that. I will need to know this amount in order to advis= e the >>>> client. >>>> >>>> >>>> >>>> Please let me know if you have any questions >>>> >>>> Tim >>>> >>>> >>>> >>>> -- >>>> >>>> *Tim Thomas* >>>> >>>> Head of Canada Division >>>> >>>> *Please note my email has changed:* >>>> >>>> tt@TheKey.com >>>> >>>> (514) 591-9387 >>>> >>>> *TheKey.ca * >>>> >>>> [image: Image removed by sender. Image removed by sender. TheKey] >>>> >>>> >>>> >>>> >>>> -- >>>> >>>> *Tim Thomas* >>>> >>>> Head of Canada Division >>>> >>>> *Please note my email has changed:* >>>> >>>> tt@TheKey.com >>>> >>>> (514) 591-9387 >>>> >>>> *TheKey.ca * >>>> >>>> [image: Image removed by sender. TheKey] >>>> >>>> 335751:611100 >>>> >>>> -- >>>> >>>> *Tim Thomas* >>>> >>>> Head of Canada Division >>>> >>>> *Please note my email has changed:* >>>> >>>> tt@TheKey.com >>>> >>>> (514) 591-9387 >>>> >>>> *TheKey.ca * >>>> >>>> [image: Image removed by sender. TheKey] >>>> >>>> >>>> >>> >> >> -- >> Tim Thomas >> Head of Canada Division >> *Please note my email has changed:* >> tt@TheKey.com >> (514) 591-9387 >> TheKey.ca >> [image: TheKey] >> > --000000000000b83ebb05ffa9fd3a Content-Type