Re: VM from 16474840632 [TORONTO ON] to Ext. 2390002 on 8/2/22 12:08 PM for 49 sec

From
Taneshia Persaud <taneshia.persaud@thekey.com>
To
Ali Malik <ali.malik@thekey.com>
CC
Sandra Daoust <sdaoust@homecareassistance.com>, Timothy Thomas <tt@thekey.com>
Date
Wed, 24 Aug 2022 10:41:22 -0400
Folder
INBOX
--00000000000057933405e6fdadc9 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the clarification. Completed. On Wed, Aug 24, 2022 at 10:37 AM Ali Malik wrote: > Hey Taneshia, > > "send receipt copy" is only for when we mark the invoices paid and email > the receipt. All of our PAD clients that have an email associated with th= e > payor receive invoices on a weekly basis right when we invoice. > > What you can do is put a fake email under the payor and default payor, > they will not receive them going forward then. > > thank you, > > On Wed, Aug 24, 2022 at 10:21 AM Taneshia Persaud taneshia.persaud@thekey.com> wrote: > >> Hello Ali, >> >> She does not want any billing info sent via email. Under the billing >> section in the MC portal, under "Send receipt copy to" her email had bee= n >> previously removed, so I am not sure how she is still receiving emails. >> >> If there is somewhere else I need to remove her email, please advise. >> >> Taneshia >> >> On Wed, Aug 24, 2022 at 10:17 AM Ali Malik wrote: >> >>> Hey Taneshia, >>> >>> We had discussed that invoices are going to be sent on a monthly basis, >>> so the client should expect to receive mailed invoices after month end.= If >>> the client also does not want to receive automatic weekly emails, pleas= e >>> remove the email from their profile. Or alternatively you can let the >>> client know to ignore those emails as we will be sending the invoices b= y >>> mail at month end. >>> >>> >>> thank you, >>> >>> On Wed, Aug 24, 2022 at 7:26 AM Taneshia Persaud >> taneshia.persaud@thekey.com> wrote: >>> >>>> Good morning all, >>>> >>>> I just wanted to confirm if the paper billing has started? The client >>>> is now threatening to cancel service because she has received email >>>> invoices in the past two weeks. Would you please be able to look into = this >>>> asap? >>>> >>>> With thanks, >>>> >>>> Taneshia >>>> >>>> On Mon, Aug 8, 2022 at 3:42 PM Ali Malik wrote: >>>> >>>>> No problem, we will mail out on a monthly basis >>>>> >>>>> On Mon, Aug 8, 2022 at 3:37 PM Taneshia Persaud >>>> taneshia.persaud@thekey.com> wrote: >>>>> >>>>>> Yes, monthly is fine with her. >>>>>> >>>>>> She also mentioned that she did not receive the account statement fo= r >>>>>> income tax purposes for 2021, if you can also send that with the nex= t >>>>>> invoice that would be great. >>>>>> >>>>>> Thanks very much, Ali. I appreciate it. >>>>>> >>>>>> On Mon, Aug 8, 2022 at 2:44 PM Ali Malik >>>>>> wrote: >>>>>> >>>>>>> Okay thanks, I see we charge them automatically through PAD. >>>>>>> >>>>>>> What we can do is send invoices on a month end basis? >>>>>>> >>>>>>> Please let me know if this works for them. >>>>>>> >>>>>>> thank you, >>>>>>> >>>>>>> On Mon, Aug 8, 2022 at 2:42 PM Taneshia Persaud >>>>>> taneshia.persaud@thekey.com> wrote: >>>>>>> >>>>>>>> Karen Evanshen >>>>>>>> >>>>>>>> On Mon, Aug 8, 2022 at 2:39 PM Ali Malik >>>>>>>> wrote: >>>>>>>> >>>>>>>>> Hey Tanes

Thread (1)