--0000000000007dbafa064d798b67 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Laura, The Credit memo can be created and applied to their invoices vs placing a credit onto the invoice itself, ill a copy of the credit memo to you all once its created. Thank you, Lito Delapena Customer Contact and Collections Manager | TheKey Mobile: 619-722-8561 On Fri, Mar 20, 2026 at 9:40=E2=80=AFAM Laura Horval w= rote: > Hi Lito, > > Is it cleaner if we can place it on their invoice for the next two weeks? > > On Fri, Mar 20, 2026 at 12:38=E2=80=AFPM Lito Delapena > wrote: > >> HI Laura, >> >> Got it. Can you provide the service dates to which this $14K pertains? W= e >> could include a collective start and end date on the credit memo for >> documentation purposes >> >> Thank you, >> >> Lito Delapena >> >> Customer Contact and Collections Manager | TheKey >> >> Mobile: 619-722-8561 >> >> >> >> >> >> On Fri, Mar 20, 2026 at 9:25=E2=80=AFAM Laura Horval wrote: >> >>> Thanks, Lito! The credit would be placed on the Enriched Living Program= - >>> ERS Deupree account. It would be utilized towards their current open >>> balance. >>> >>> On Fri, Mar 20, 2026 at 11:46=E2=80=AFAM Lito Delapena >>> wrote: >>> >>>> Good Morning! >>>> >>>> Happy to help, would this credit memo be similar to what we completed >>>> for Duepree house in December, essentially refunding them $14,674.00 o= r >>>> would the credit need to be placed on the TheKey Cleaning customer acc= ount >>>> and utilized towards their current open balance? >>>> >>>> Thank yu, >>>> >>>> ito Delapena >>>> >>>> Customer Contact and Collections Manager | TheKey >>>> >>>> Mobile: 619-722-8561 >>>> >>>> >>>> >>>> >>>> >>>> On Fri, Mar 20, 2026 at 5:55=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> @Lito Delapena could you please assist >>>>> Will with issueing this credit? >>>>> >>>>> On Fri, Mar 20, 2026 at 8:46=E2=80=AFAM Will Reid = wrote: >>>>> >>>>>> Tim, >>>>>> We are going to have to credit the DH $14,674.00 on their next March >>>>>> invoice. Laura has outlined the issue below. Who all needs to get th= is to >>>>>> ensure it=E2=80=99s handled correctly? >>>>>> >>>>>> We did a recent audit of the RA billing and discovered that when a >>>>>> team member was off boarded and a new team member was brought on tha= t she >>>>>> was not trained on adding unscheduled visits from 24/7 reports to th= e >>>>>> monthly billing report that Deupree uses to bill their residents. We= did a >>>>>> look back of the 23 month period when these visits weren=E2=80=99t b= eing added to >>>>>> find the missed revenue opportunity for Deupree House. >>>>>> >>>>>> >>>>>> *Will Reid* >>>>>> >>>>>> Partner | TheKey >>>>>> >>>>>> Mobile: 513.707.2304 >>>>>> >>>>>> >>>>>> >>>>>> --0000000000007dbafa064d798b67 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable HI Laura, The Credit memo can= be created and applied to their invoices vs placing a credit onto the invo= i