Hi Timon, We wanted to provide an update to advise that we have yet to receive any cheques from Beverley Peffers. Is there any possibility of you receiving cheque numbers or proof of payment? Also, we have found that we do not have official cheque payment approval for this client. Cheque payers for private pay clients need to be approved by both Tim and Michelle. Hi Tim and Michelle, Please see the information below regarding client Beverley Peffers. Timon has advised that the client is insisting to pay by paper cheque and will not provide us with a payment method for autopay. At this time, the open balance due is $5,610.87. We have yet to receive any cheques from Beverley, but Timon has advised that the client has mailed them out. We do not have any specific details on the cheques the client has already mailed. Also, we owe the client a 2.50 hour credit for the shift from 9/29 and need to credit the tax on everything billed to date. Timon has removed the "Charge Tax" option in Wellsky, so tax will not be billed moving forward. Please review and advise if paper cheques are approved for this client and how we should currently handle the client's open balance. Thank you! Regards, Marc Atkinson Senior Client Account Specialist Customer Contact & Collections Center 866-226-1702 - Main Line 239-264-1290 - Direct billing@thekey.com Client Bev On Fri, 14 Nov at 3:45 PM , Marc Atkinson <billing@thekey.com> wrote: Hi Timon, Thank you for confirming this information. At this time, we would prefer to wait to see if and when the cheques come in, prior to adjusting the open invoices with the credits for the 9/29 shift and for the tax. We will get back to you once we receive them. Regards, Marc Atkinson Senior Client Account Specialist Customer Contact & Collections Center 866-226-1702 - Main Line 239-264-1290 - Direct billing@thekey.com On Fri, 14 Nov at 1:42 PM , Timon Page <timon.page@thekey.com> wrote: Yes, I can confirm the credit of 2.5hrs on Sep. 29 and the charge tax box has been unchecked. Apologies for that. As for payment, she insists on paying by cheque. She has apparently sent cheques for all the past invoices with the exception of the most recent one which she said she will mail on Monday. She said she mailed all of them to the Toronto P.O. box. Best regards, Timon Page General Manager, Ontario timon.page@thekey.com Mobile: (437) 223-0841 TheKey.ca On Fri, Nov 14, 2025 at 10:28 AM Marc Atkinson <collectionsteam@thekey.com> wrote: Hi Timon, My apologies, as I then noticed there is a Tax Exemption form included in the CCA. We have been GST/HST on all invoices. Thus, please confirm the following: - The credit needed for 9/29 - That the "Charge Tax" option in Wellsky has been unchecked Once you confirm, we will issue the credit for 9/29 and revise the open invoices to remove the GST/HST. Thank you! Regards, Marc Atkinson Senior Client Account Specialist Customer Contact & Collections Center 866-226-1702 - Main Line 239-264-1290 - Direct billing@thekey.com On Fri, 14 Nov at 10:24 AM , Marc Atkinson <collectionsteam@thekey.com> wrote: Hi Timon, May you please provide an update on the collection of the payment method for Beverly Peffers? Please be advised that the balance due is now $6,954.38. There are 5 open invoices, with the oldest being 35 days overdue. I just checked Wellsky and found that the client's CCA was uploaded, but no PAD information was provided, as a note on the PAD form states "not applicable due to potential errors in invoicing". If we need to credit part of the shift from 9/29, we can definitely do that. Please let us know what credit needs to be done. However, we feel that payment for the rest of the invoices shouldn't be held back because of an error on one shift. Are there further billing concerns other than 9/29? May you please confirm if the client is going to provide the PAD information or is she insisting on paying by cheque? Thank you! Regards, Marc Atkinson Senior Client Account Specialist Customer Contact & Collections Center 866-226-1702 - Main Line 239-264-1290 - Direct billing@thekey.com