Re: Pre-Authorized Debit Agreement

From
Lito Delapena <lito.delapena@thekey.com>
To
Joey Taylor <joey.taylor@thekey.com>
CC
Steve Koyanagi <skoyanagi@thekey.com>, Timothy Thomas <tt@thekey.com>, eclark@thekey.com, Alyson Rohane <alyson.rohane@thekey.com>, Legal <legal@thekey.com>
Date
2024-04-30 14:16:01
Folder
INBOX
--00000000000032d42b061756e1ef Content-Type: multipart/related; boundary="00000000000032d42a061756e1ee" --00000000000032d42a061756e1ee Content-Type: multipart/alternative; boundary="00000000000032d429061756e1ed" --00000000000032d429061756e1ed Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Joey, PAF updated per your request of removing the Debit and Credit card option. Please see attached Thank you, Lito Delapena Help Desk Manager * Please note my email has changed: * lito.delapena@thekey.com 619-722-8561 Ext. 190013 TheKey.com [image: TheKey] On Tue, Apr 30, 2024 at 11:48=E2=80=AFAM Joey Taylor wrote: > Thank you @Steve Koyanagi and @Lito Delapena > , > > Would it be possible to remove the Credit Card and Debit Option from that > form? ACH should be only option for our US Clients. > Once done, I will send to PandaDoc support to upload and we will get it > sent out this week. > > Thanks > > On Tue, Apr 30, 2024 at 12:34=E2=80=AFPM Lito Delapena > wrote: > >> Appreciate the review @Steve Koyanagi , updated >> the verbiage on the payment authorization form. >> >> @Timothy Thomas @Joey Taylor >> Please see attached >> >> Thank you, >> >> Lito Delapena >> Help Desk Manager >> * Please note my email has changed: * >> lito.delapena@thekey.com >> >> 619-722-8561 Ext. 190013 >> TheKey.com >> [image: TheKey] >> >> >> On Tue, Apr 30, 2024 at 9:12=E2=80=AFAM Steve Koyanagi >> wrote: >> >>> Let's change the highlighted language so it is "I" instead of parties: >>> >>> I acknowledge that international transaction fees may be incurred when >>> paying invoices denominated in Canadian dollars. I understand I am >>> responsible for verifying such fees with my respective banking institut= ion >>> prior to initiating payment. >>> >>> Otherwise looks good. >>> On Tue, Apr 30, 2024 at 7:28=E2=80=AFAM Lito Delapena >>> wrote: >>> >>>> HI Tim, >>>> >>>> Yes, we confirmed yesterday that the test transaction of paying a CAD >>>> invoice with a US account cleared our bank. I am putting together an >>>> updated PAF form for you to use for CAD clients whose payers live in t= he >>>> US. Please note that there were international transaction fees imposed= by >>>> my bank due to the payment of a C$ invoice and the conversion to US $. >>>> >>>> @Steve Koyanagi would this verbiage >>>> be acceptable on the PAF in acknowledgement of the transactions fees? >>>> Please advise if the verbiage needs to be changed >>>> >>>> >>>> [image: image.png]p >>>> >>>> Thank you, >>>> >>>> Lito Delapena >>>> Help Desk Manager >>>> * Please note my email has changed: * >>>> lito.delapena@thekey.com >>>> >>>> 619-722-8561 Ext. 190013 >>>> TheKey.com >>>> [image: TheKey] >>>> >>>> >>>> On Tue, Apr 30, 2024 at 6:28=E2=80=AFAM Timothy Thomas = wrote: >>>> >>>>> Hi Lito, >>>>> >>>>> Any news on the funds? >>>>> >>>>> On Thu, Apr 25, 2024 at 12:13=E2=80=AFPM Lito Delapena >>>> lito.delapena@thekey.com> wrote: >>>>> >>>>>> HI Tim, >>>>>> >>>>>> Please be advised 

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