This is a multipart message in MIME format. ------=_NextPart_000_0B1A_01DAFE0F.1D9B1C00 Content-Type: multipart/alternative; boundary="----=_NextPart_001_0B1B_01DAFE0F.1D9B1C00" ------=_NextPart_001_0B1B_01DAFE0F.1D9B1C00 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey- Would it be helpful if I had Lito book a meeting for us to discuss the = Finance teams roles and responsibilities? All 5 issues below should be = sent in a separate inquiry as they=E2=80=99re managed by different = teams, and we want 1 Ticket per client for tracking purposes in = FreshDesk. Also, your first point of escalation or BCC for Billing would = be Laszlo, but for Help Desk or Onboarding, it would be me, so something = to keep in mind going forward.=20 =20 1. We cannot charge clients for services before an invoice is generated = without a contract countersigned by the client. Is there a CCA that = states we can charge him in advance for a specific amount? We = shouldn=E2=80=99t be servicing clients who don=E2=80=99t have the means = to pay if we=E2=80=99re not requiring them to make an advanced payment.=20 2. Onboarding goes to Onboarding Team, should be sent to = Alejandro/Jeannie who run the new client audit. Prior to emailing the = New Client Audit team, Laszlo and Tim need to approve anyone who is not = on autopay and typically we require a deposit.=20 3. Onboarding goes to Onboarding Team, should be sent to = Alejandro/Jeannie who run the new client audit. Prior to emailing the = New Client Audit team, Laszlo and Tim need to approve anyone who is not = on autopay and typically we require a deposit.=20 4. Billing Reminders should be sent separately via email.=20 5. Onboarding goes to Onboarding Team, should be sent to = Alejandro/Jeannie who run the new client audit in the event something = special or unique is required. Otherwise, new clients are audited = regularly and without prompt as a part of our normal operational = procedure.=20 =20 Lito please split this thread into 4 different FD tickets so each team = can follow up with Joey accordingly. Again #1 is not something we can = accommodate, so that ticket can be split but should be resolved.=20 =20 Elizabeth Clark=20 Director =20 =20 =20 From: Laszlo Kovacs =20 Sent: Tuesday, September 3, 2024 2:15 PM To: Joey Taylor ; TheKey Billing = ; Kristy Poyner ; Timothy = Thomas ; Chakera Dixon ; Lito Delapena = Cc: Elizabeth Clark Subject: RE: Montreal Billing (August 26th to September 1st) =20 +Lito =20 =20 From: Joey Taylor >=20 Sent: Tuesday, September 3, 2024 3:48 PM To: TheKey Billing >; = Kristy Poyner >; Timothy Thomas >; Chakera Dixon > Subject: Montreal Billing (August 26th to September 1st) =20 Good Afternoon, Montreal billing has been audited. A few things to note: 1. New client Heidel Merzenthin: Please run this client's credit card = ASAP (before the invoice is sent). We have a suspicion he may have = issues with the invoice and price of service so we want to make sure he = has the funds. 2. New client Dr. Valerie Pasztor: The client will be paying by = wire-transfer. I put in the name of Wealth Manager as the payer/email = invoice in ClearCare. The Wealth Manager provided all the information to = Cheryl Cartwright who advised @TheKey Billing = (Cathy Saari). Just want to make sure no = errors occur here. 3. New client Place Kensington: I have not uploaded the contract or = entered any payment information as this is a facility that we have been = dealing with for a very long time. I have a meeting tomorrow to find out = who is paying and how and will advise as soon as I have all that = information. =20 4. The Montreal Staffing Team took care of Cheques Emploie credits for = this week in Clearcare as discussed in our meeting last week with = @Kristy Poyner . Will someone from = billing audit these changes? 5. Information for all other new clients can be seen below as well as = all information has been entered in ClearCare. https://docs.google.com/spreadsheets/d/1UudNZBlpwKXZJWz6ERy-L17FE18rGEqXs= RUdVCHjAHg/edit?gid=3D0#gid=3D0 =20 Thank you, =20 Joey Taylor Directeur G=C3=A9n=C3=A9ral/General Manager 514-907-5065 TheKey.ca =20 ------=_NextPart_001_0B1B_01DAFE0F.1D9B1C00 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding