Re: Fees to Anne Kober's account. - [#532377]

From
Vanja Bezdrob <vanja.bezdrob@thekey.com>
To
Vashon Palloo <billing@thekey.com>
CC
rcruz@thekey.com, vashon.palloo@thekey.com, daniel.barakat@thekey.com, tt@thekey.com, sumira.suthesan@thekey.com, kristy.poyner@thekey.com
Date
Mon, 30 Oct 2023 14:14:57 -0700
Folder
INBOX
--Apple-Mail-0F19E057-5F09-4F76-BD02-F97006E2CABB Content-Type: text/html; charset=utf-8 Content-Transfer-Encoding: quoted-printable Hello all &nbsp;things we=E2=80=99re not re= solved client account has not be billed and he said nothing has been taken o= ut from the account which means we are not getting paid.He did get refund bu= t we haven=E2=80=99t billed anything for 2 months.I hope to hear about resol= ution soon.Thank you Sent from my iPhone On Oct 30, 2023, at 12:55 PM, Vasho= n Palloo &lt;billing@thekey.com&gt; wrote: =EF=BB=BF Hi all,&nbsp; Officially closing this ticket. Refund has been entered int= o CC and client is back at a clean slate. Thanks,&nbsp; Alexis Parrish On Thu, 26 Oct at 3:31 PM , Vanja Bezdrob &lt;v= anja.bezdrob@thekey.com&gt; wrote: Is there anyway that client Partner Joe can= be called and all of this explained to him so he understands in accounting t= erms what this mean.That will be very helpful his number is on client file o= n front page.Let me know please and thank you! Sent from my iPhone On Oct 26, 2023, at 11:51 AM, Roxana Cruz &lt;rcruz@thekey.c= om&gt; wrote: =EF=BB=BF Hi&nbsp;Vashon,&nbsp;= Thank you for jumping on a call.&nbsp; Here is what&nbsp;was adjusted, applied and left to be done:&nbsp; Highlighted payments removed from highlighted invoices&nbsp; $3,719.10 credit&nbsp;(partial payment of $4,445.75) applied to highligh= ted invoices&nbsp; Highlighted payments that were removed equal the credited amount - if ev= eryone agrees Vashon can delete them since the credit&nbsp;has been applied f= rom the $4,445.75 payment &lt;image.png&gt; &lt;image.png&gt; Let me&nbsp;know if there are any questions here.&nbsp; On Thu, Oct 26, 2023 at 11:01=E2=80=AF= AM Vashon Palloo &lt; vashon.palloo@thekey.com &gt; wrote: Hi Roxana, Do you know how to reflect client refunds= in Clearcare? We need to back out $3,719.10 worth of this client's payments= going back to 8/31 and I'm unsure how to do so. Please let me know i= f you're able to get on a call. On Thu, Oct 26, 2023 at 1:35=E2=80=AFP= M Vanja Bezdrob &lt; vanja.bezdrob@thekey.com &gt; wrote: Thank you. On Thu, Oct 26, 2023 at 10:31=E2=80=AF= AM Vashon Palloo &lt; vashon.palloo@thekey.com &gt; wrote: Hi guys, I'm going to m

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