Re: Waterloo-Credit

From
Michelle Hudgins <michelle.hudgins@thekey.com>
To
Cheryl Cartwright <ccartwright@thekey.com>
CC
Timothy Thomas <tt@thekey.com>, Gerard Draetta <gerard.draetta@thekey.com>
Date
Wed, 1 May 2024 15:19:09 -0400
Folder
INBOX
--00000000000008d6730617695ddd Content-Type: multipart/alternative; boundary="00000000000008d6720617695ddc" --00000000000008d6720617695ddc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Cheryl, Yes, I do know it was a payment from the Government. Per my email from yesterday I was requesting Brad Clark's number, I was under the impression that he is the contact person. On Wed, May 1, 2024 at 2:55=E2=80=AFPM Cheryl Cartwright wrote: > Hi Michelle, > > Are we sure there is a credit? This was not paid out of pocket. Gordon's > account was associated with the government who would have paid his bills. > Issuing it back to the family does not make sense. > > Cheryl > > On Tue, Apr 30, 2024 at 3:47=E2=80=AFPM Michelle Hudgins michelle.hudgins@thekey.com> wrote: > >> Cheryl, >> >> Can you provide me with Brad Clarke's phone number regarding Gordon >> Williams please? >> >> On Tue, Apr 30, 2024 at 2:38=E2=80=AFPM Michelle Hudgins > michelle.hudgins@thekey.com> wrote: >> >>> Hello Cheryl, >>> >>> The reason for the inquiry is that the clients are terminated. I was no= t >>> sure what the process was in Canada. >>> I will follow up with the payments team. >>> Thank you. >>> >>> >>> On Tue, Apr 30, 2024 at 2:11=E2=80=AFPM Cheryl Cartwright >> ccartwright@thekey.com> wrote: >>> >>>> If you need me to then I can but I need to know what email address the= y >>>> want it sent to. Seems strange though to credit someone back that way = from >>>> a company. >>>> >>>> On Tue, Apr 30, 2024 at 3:09=E2=80=AFPM Cheryl Cartwright >>> ccartwright@thekey.com> wrote: >>>> >>>>> Normally credits are issued by billing not by e-transfer. >>>>> >>>>> On Tue, Apr 30, 2024 at 3:09=E2=80=AFPM Timothy Thomas wrote: >>>>> >>>>>> Isn't that a function of the billing department? >>>>>> >>>>>> On Tue, Apr 30, 2024 at 1:49=E2=80=AFPM Michelle Hudgins >>>>> michelle.hudgins@thekey.com> wrote: >>>>>> >>>>>>> Who handles credits from your team? These credits need to be taken >>>>>>> care of asap. >>>>>>> >>>>>>> On Tue, Apr 30, 2024 at 11:46=E2=80=AFAM Timothy Thomas >>>>>>> wrote: >>>>>>> >>>>>>>> I can send a client an e-transfer, but I don't typically oversee >>>>>>>> credits. >>>>>>>> >>>>>>>> On Tue, Apr 30, 2024 at 11:38=E2=80=AFAM Michelle Hudgins >>>>>>> michelle.hudgins@thekey.com> wrote: >>>>>>>> >>>>>>>>> Do you issue credits to the client? >>>>>>>>> >>>>>>>>> On Tue, Apr 30, 2024 at 10:21=E2=80=AFAM Timothy Thomas >>>>>>>>> wrote: >>>>>>>>> >>>>>>>>>> Hi Michelle, >>>>>>>>>> >>>>>>>>>> Anything for Cheryl and I to do here or is collections handling >>>>>>>>>> this? >>>>>>>>>> >>>>>>>>>> On Mon, Apr 29, 2024 at 9:21=E2=80=AFAM Michelle Hudgins >>>>>>>>> michelle.hudgins@thekey.com> wrote: >>>>>>>>>> >>>>>>>>>>> Hello, >>>>>>>>>>> >>>>>>>>>>> Below are the terminated clients that have credit on their >>>>>>>>>>> accounts. >>>>>>>>>>> The credit will need to be resolved prior to the first week of >>>>>>>>>>> May. >>>>>>>>>>> Please let m

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