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Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Operations

✔ Monthly Invoice Tasks

Chris Z. added this on
Completed by Chris Z.
Assigned to
Jonnamae Jumawan, Medstar Jonnamae J.
Notes
Hi Jonnamae Jumawan, Medstar Jonnamae  

Each month on the first 1st of the month we automatically bill some cients. Clients with failed payments I want you to create an email. That mentions the failed payment. Include a link to pay, and the invoice. 

Subject line: Failed Payment 
Email Body: 

Hi Doc

How are you?

We tried processing your credit card ending in XXXX for your (month) marketing payment for the amount of (X) and the transaction declined. 

Could you try to process the payment again please? If you would like you can send us the card info and we will process it for you. 

Link to pay >

Thanks


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Also, cotinue to prepare the invoices for those who have not paid on the 5th of the month. 

Comments & Events

Chris Zelig, Medstar Chris Zelig
Hector Mota, Operations Manager at Medstar Hector  - Good job on alerting me to this. Keep reminding me to send out reminders. 
Notified 2 people
Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Thanks Chris, glad to help. 
Will do so. 
Notified 2 people
Jonnamae Jumawan, Medstar Jonnamae Jumawan
OK Sir, is it in 7th of the month Sir? or I can do this now?
Notified 2 people
Chris Zelig, Medstar Chris Zelig
Start doing it on the 5th of the month
Notified 2 people
Jonnamae Jumawan, Medstar Jonnamae Jumawan
Sir Chris Zelig, Medstar Chris , finished adding unpaid invoices in draft.
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Hector Mota, Operations Manager at Medstar Hector Mota, Operations Manager
Nice work Jonnamae. 
Thank you. 
Notified 2 people
Jonnamae Jumawan, Medstar Jonnamae Jumawan
Thanks Hector Mota, Operations Manager at Medstar Hector

also finished adding April reports in draft:

  • Eternal Medical Spa | ✔️google + fb
  • Center for Medical Aesthetics RI | ✔️google
  • Grace Medical Aesthetics | ✔️google 
  • Riverside Medical | ✔️google + fb 
  • Nu Image | ✔️google $0 | missing fb
  • My Bella Vita Medspa | ✔️google + fb | $0
  • The Medspa at Delamar | ✔️google $0 | missing fb
  • Dr. Julie Edelman | ✔️google + fb | $0
  • Dr. Mark Lowney | ✔️google 
  • Numa Spa | ✔️google | missing fb
  • CI Medspa | ✔️google $0 
  • Nusbaum Medical Centers | ✔️ fb $0 | missing google
  • Sculptology | ✔️google + fb 
  • Island Medical Laser | ✔️google + fb 
  • Forever Young Medspa | ✔️google + fb 
  • Bloom Health | ✔️google + fb 
  • Dr. Renée Moran | ✔️google + fb 
  • Truth + Beauty Spa | ✔️google | missing fb
  • Parakh Plastic Surgery | ✔️google + fb | $0
  • Amari Clinic | ✔️google 
  • Bello Corpo Med Spa | ✔️google | $0
  • AOB Med Spa | ✔️google + fb | $0
  • (CORE Sculpt Me) | ✔️google + fb | $0
  • Advanced Rejuvenation Center Dr. Saimovici | ✔️google + fb | $0
  • Sight Of Beauty | ✔️google + fb | $0
  • Dr. Sabeti - Forever Young Wisconsin | ✔️google + fb | 
  • Cool Aesthetics | ✔️google + fb 
  • Hollywood Body Laser Center | ✔️google + fb | $0
  • Spa Trouve | ✔️google + fb 
  • COR Medspa | ✔️google + fb 
  • Ritacca Laser Center | ✔️google + fb 
  • Always Beautiful | ✔️google + fb | $0
  • Vein & Cosmetics | ✔️google 
  • Docere Medical Spa | ✔️google + fb | $0
  • Laser + Skin Institute | ✔️google + fb 
  • Aura Dermatology | ✔️google + fb 
  • Vanity Medical Spa | ✔️google | $0
  • La Fleur Medspa | ✔️google + fb 
  • CRMC Aesthethics - Cosmetic Rejuvenation Medical Center | ✔️google | $0
  • Bold Body | ✔️google | $0
  • Emerson Medical | ✔️google + fb 
  • Shore Medical Aesthetics | ✔️google + fb | $0
  • Elite Aesthetics | ✔️google + fb | $0
  • Cliffside Skin & Laser | ✔️google + fb 
  • Body Morph MD | ✔️google + fb 
  • SkinFocused Dermatology | ✔️google | $0
  • KP Aesthetics | ✔️google 
  • NuWays MD | ✔️google 
  • CoolBodiSpa | ✔️google 
  • Laser & Cosmetic Surgery Specialists- YourFaceMD | ✔️google $0 | missing fb
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Chris Zelig, Medstar
Chris Zelig completed this to-do.