Re: 146924 Jeffrey Lunn CDHC - 2023 Account Statement & Refund Payment 541837 - [#766308]

From
Chuck Terlesky <cterlesky@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Shawntel Sousa <ssousa@thekey.com>, Marc Atkinson <marc.atkinson@thekey.com>
Date
Fri, 24 May 2024 08:58:41 -0600
Folder
INBOX
--0000000000002e1bed06193468fa Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I issued a refund to Jeffery Lunn for $565.56. on April 17th through PAD. Should already be in his bank account. Regards, Chuck On Fri, May 24, 2024 at 8:56=E2=80=AFAM Timothy Thomas wrot= e: > @Marc Atkinson Hi Mark, Can you please give me > an update on the cheque for this client. Do we have confirmation that it > was sent? If it's possible to cancel the check, I can send the client an > etransfer from one of our canadian bank accounts and resolve this matter > right away. > > Thanks > > On Fri, May 24, 2024 at 10:48=E2=80=AFAM Shawntel Sousa wrote: > >> Hi both, >> >> I have to agree with this client. It=E2=80=99s been almost a month and a= half of >> trying to get a refund. Our clients are so disappointed in our billing a= nd >> accounting and it=E2=80=99s causing turmoil for our offices. These thing= s need to >> be dealt with in a timely manner. How can we escalate these types of >> things? >> >> Best Regards, >> Shawntel Sousa, LPN >> Client Success Manager >> TheKey >> >> Calgary Office number: (403) 301-3777 >> Winnipeg Office Number: (204) 489-6000 >> Mobile number: (403) 305-6588 >> >> >> ---------- Forwarded message --------- >> From: Josie Van der Velden >> Date: Fri, May 24, 2024 at 8:15=E2=80=AFAM >> Subject: Re: 146924 Jeffrey Lunn CDHC - 2023 Account Statement & Refund >> Payment 541837 - [#766308] >> To: Shawntel Sousa >> CC: Marc Atkinson >> >> >> Good morning Marc, >> >> I have not yet received this cheque, can you confirm when it was mailed? >> if it has not arrived today I would like to move forward with cancelling >> the cheque and reissuing it for in person pickup in Calgary next week, a= s >> this delay is not really acceptable. Please confirm this works and the >> address for the pick up next week. >> >> Thanks in advance, >> >> *Josie Van der Velden* >> >> >> On Mon, May 13, 2024 at 10:59=E2=80=AFAM Josie Van der Velden > josie.vandervelden@gmail.com> wrote: >> >>> Thank you! >>> >>> *Josie Van der Velden* >>> >>> >>> On Mon, May 13, 2024 at 10:52=E2=80=AFAM Shawntel Sousa >>> wrote: >>> >>>> Hi Josie, >>>> I received a message on May 6th indicating that cheques are mailed >>>> every Friday, I am assuming it was mailed this past Friday but I am su= re >>>> Marc or the billing team can confirm this for you. >>>> >>>> *Thank you,* >>>> >>>> *Shawntel Sousa, LPN* >>>> >>>> Client Success Manager >>>> >>>> >>>> Direct: 403-305-6588 Calgary Office: 403-301-3777 Vancouver Office: >>>> 778-279-3634 >>>> >>>> *TheKey.ca * >>>> >>>> [image: TheKey] >>>> >>>> >>>> >>>> On Mon, May 13, 2024 at 9:33=E2=80=AFAM Josie Van der Velden >>> josie.vandervelden@gmail.com> wrote: >>>> >>>>> Good morning Marc, >>>>> >>>>> I hope you had a good weekend! I just wanted to check when this chequ= e >>>>> was mailed, as I have not yet received it and given our convo was a m= onth >>>>> ago that feels odd so wondering if it had the c

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