Re: Client Credits/Adjustments*

Hi Tyler,

I usually finalize and invoice after 11am. So let's have 11am on Tuesday as
a cutoff .

Thank you,

On Thu, Nov 3, 2022 at 1:56 PM Tyler Ferguson <tyler.ferguson@thekey.com>
wrote:

> Thanks Ali! For the Tuesday deadline is that before Tuesday 9AM?
>
> Best,
> Tyler
>
> On Thu, Nov 3, 2022 at 1:32 PM Ali Malik <ali.malik@thekey.com> wrote:
>
>> Hi Team,
>>
>> We have been getting alot of adjustment/credit requests for clients
>> bookings.
>>
>> I want to try and simplify and clarify the process so going forward we
>> all have an understanding on how to proceed with these requests:
>>
>> If a client has an issue with bookings and raises this issue before
>> invoicing (Tuesday) the booking can be corrected as it is not finalized nor
>> invoiced . So essentially if the request comes in and is addressed before
>> tuesday, you guys can just adjust the booking in question (prior week
>> dates).
>>
>> If the request comes in after invoices are created (Tuesday), we will
>> need to add credit and or adjust for the following week's invoice. This
>> adjustment/credit should be done by the CSMs with an email to myself and
>> Cheryl.
>>
>> We do not want to delete/refund any invoices after they are created. We
>> will only delete/refund the invoice if the case is urgent (client by any
>> means needs it corrected on the respective invoice). But please let us have
>> a strict process in place where everyone and clients are aware that
>> credit/adjustment will be made on the following week's invoice.
>>
>> Please let me know if you have any further questions.
>>
>> thank you,
>>
>>
>> *Ali Malik*
>> Manager - Financial Operations
>>
>>
>>
>
> --
>
> *Tyler Ferguson*
>
> Staffing Manager
> Office: 416-488-8777
>
> Cell: 647-406-8719
>
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-- 
*Ali Malik*
Manager - Financial Operations