Fwd: 158946 Stephen and Alice Wan - Discussion of $5,000.00 Care Commitment Payment & Remaining Balance Due - [#860905]

From
Marc Atkinson <billing@thekey.com>
To
poulami.shah@thekey.com
CC
timon.page@thekey.com, kristal.parris@thekey.com, clum@thekey.com, lisa.barker@thekey.com, lito.delapena@thekey.com, tt@thekey.com
Date
ue, 09 Jul 2024 19
Folder
INBOX
----==_mimepart_668d8ede5199a_21b3f89db22037c2824462f Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Tim, Please reference for clients Stephen and Alice Wan (https://t= orontohca.clearcareonline.ca/clients/1000000000068077/). We would lik= e your approval to go ahead and issue the $500.00 credit memo for the Car= e Commitment, although the client never made an official $5,000.00 advanc= ed payment and has only paid us $4,810.00 to date. The clients were contr= acted via the Care Commitment. Unfortunately, there was miscommunication = between us and your office. Our Payment Applications team did inform Timo= n and Poulami, in the middle of June, that we can only accept the Care Co= mmitment payment via E-transfer or credit/debit card. No resolution or fo= llow up occurred after we informed your office of this. Thus, the payment= was never processed. Please review and let us know if you feel we sh= ould go ahead and issue the $500.00 credit memo for the Care Commitment. = Thank you! = = On Tue, 9 Jul at 3:03 PM , Poulami Shah wrote: Hi Marc, = Please reach out to Tim for an answer on this. Copying Tim for visibilit= y.=C2=A0 = = Taylor had signed them on Care Commitment and the tag is added in clearc= are. = = Best regards,=C2=A0 = Pauli = = = = On Tue, Jul 9, 2024, 2:31=E2=80=AFp.m. Marc Atkinson wrote: = = = = = Hi Poulami, = = Have you had a chance to review my email from yesterday? Raymond is reac= hing out for a resolution on this. We need to know how to proceed. = = At this point, with the $500.00 credit memo (if your office approves of = us issuing it now, since he has already paid us $4,810.00), he would stil= l owe $203.00 for this week's shifts. Please confirm the following: = = - Do Tim and/or Timon approve of us issuing this $500.00 credit memo, ev= en though the client never made an official $5,000.00 Care Commitment adv= anced payment and has only paid us $4,810.00? = = - Is Raymond aware that there is going to be an addtiional $203.00 proce= ssed from their TD Canada Trust account? If you would prefer that I expla= in that to him, please let me know. = = Thank you! = = = = On Mon, 8 Jul at 2:03 PM , Marc Atkinson wrote:= = = Good Afternoon, = = Thank you for reaching out. = = Timon and yourself should have been receiving emails from Cynthia in our= Payment Applications team in the middle of June regarding the processing= of the Care Commitment $5,000.00 advanced payment. Cynthia relayed the f= act that we can only accept the advanced payment through E-transfer and/o= r credit or debit card. Please see the screenshot at the end of this emai= l. = = At this time, we have not yet processed the Care Commitment advanced pay= ment, thus, there is no $500.00 credit memo on these clients' account. As= of today, the total spend is $4,810.00. All shifts for last week (week o= f 7/1) were cancelled, so there will be no invoice issued and paid for th= is week.=C2=A0 = = Hi Timon and Tim - Please review thi