Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed- CAD

Hi Tim.

They have an open balance of $4258.09.
Should I apply the credit to the open invoices or should I leave the credit
on their account without applying it to any invoices?

Thanks,
Sumira

On Tue, Jul 4, 2023 at 7:08 AM Timothy Thomas <tt@thekey.com> wrote:

> Yes please. Do they currently have a balance due?
>
> On Tue, Jul 4, 2023 at 9:49 AM Sumira Suthesan <sumira.suthesan@thekey.com>
> wrote:
>
>> Hi Elizabeth/ Tim,
>>
>> Should I create two credit memos?
>> One for the subsidy ($3420) and one for the tax exemption credit
>> ($949.03)?
>>
>> Thanks,
>> Sumira
>>
>> On Mon, Jul 3, 2023 at 5:47 AM <eclark@thekey.com> wrote:
>>
>>> Sending to Sumira to create, have her send the credit data to you, and
>>> we can send to Tim. Sorry I didn’t realize this was Montreal in the moment.
>>>
>>>
>>>
>>> *From:* Timothy Thomas <tt@thekey.com>
>>> *Sent:* Monday, July 3, 2023 4:20 AM
>>> *To:* Alejandro Aponte <billing@thekey.com>
>>> *Cc:* eclark@thekey.com
>>> *Subject:* Re: RE: Monique Jacob- Cheque Emplois & Tax Credit Needed-
>>> CAD
>>>
>>>
>>>
>>> Theyre based in Montreal. We bill via a clearcare export to quickbooks.
>>>
>>>
>>>
>>> On Fri, Jun 30, 2023 at 11:13 AM Alejandro Aponte <billing@thekey.com>
>>> wrote:
>>>
>>> Hello Tim,
>>>
>>>
>>>
>>> Thank you for your email, I cannot located a client in our billing
>>> system by the name of Monique Jacob, are they live in NetSuite or still
>>> being billed from clear care / WellSky?
>>>
>>>
>>>
>>> Thanks,
>>>
>>>
>>>
>>> Alejandro Aponte
>>>
>>>
>>>
>>>
>>>
>>> Billing@thekey.com
>>>
>>> 866-226-1702
>>>
>>>
>>>
>>>
>>>
>>> On Fri, 30 Jun at 9:05 AM , Timothy Thomas <tt@thekey.com> wrote:
>>>
>>> Theyre french speaking so please send me the reply and i will translate.
>>> Thank you!
>>>
>>>
>>>
>>> On Fri, Jun 30, 2023 at 8:56 AM <eclark@thekey.com> wrote:
>>>
>>> Hello Tim-
>>>
>>>
>>>
>>> Thank you for sending this over. In the future you can send directly to
>>> Billing@TheKey.Com and the Invoicing team will work on the credit for
>>> you and provide a copy of all credits when complete. I’ve looped that team
>>> in now so they can complete this for you today.
>>>
>>>
>>>
>>> Do you want us to reach out to the client to notify her it is complete
>>> or is she French speaking?
>>>
>>>
>>>
>>>
>>>
>>> Elizabeth Clark
>>>
>>> *Director, CI & Transformation*
>>>
>>> *Long Term Care Insurance, Onboarding*
>>>
>>>
>>>
>>> *TheKey*
>>>
>>>
>>>
>>>
>>>
>>> *From:* Timothy Thomas <tt@thekey.com>
>>> *Sent:* Thursday, June 29, 2023 9:01 AM
>>> *To:* Elizabeth Clark <eclark@thekey.com>
>>> *Subject:* Monique Jacob
>>>
>>>
>>>
>>> Hi Elizabeth,
>>>
>>>
>>>
>>> I have another credit required for the CES program. Client is Monique
>>> Jacob, also disorganized. The caregiver was getting paid the subsidy while
>>> we thought they were not approved, turns out they were.
>>>
>>>
>>>
>>> Client is due a credit of $3420. Calculated from March 13th to date
>>> (June 25th) at 12 hours a week x $19/hr (caregiver rate) total 180 hours.
>>>
>>>
>>>
>>> In addition, effective March 13th 2023 the client should have been sales
>>> tax exempt so we will need to credit the taxes paid and make an adjustment
>>> for that. I will need to know this amount in order to advise the client.
>>>
>>>
>>>
>>> Please let me know if you have any questions
>>>
>>> Tim
>>>
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. Image removed by sender. TheKey]
>>> <https://www.thekey.com/>
>>>
>>>
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>
>>> 335751:611100
>>>
>>> --
>>>
>>> *Tim Thomas*
>>>
>>> Head of Canada Division
>>>
>>> *Please note my email has changed:*
>>>
>>> tt@TheKey.com <tt@thekey.com>
>>>
>>> (514) 591-9387
>>>
>>> *TheKey.ca <https://www.thekey.ca/>*
>>>
>>> [image: Image removed by sender. TheKey] <https://www.thekey.com/>
>>>
>>>
>>>
>>
>
> --
> Tim Thomas
> Head of Canada Division
> *Please note my email has changed:*
> tt@TheKey.com <tt@thekey.com>
> (514) 591-9387
> TheKey.ca <https://www.thekey.ca/>
> [image: TheKey] <https://www.thekey.com/>
>