Slack Export - #mpdm-ryanvaspra--brian580--malissa-1

Hi @Ryan just an update on the Elena question regarding payments. Brian is digging through payments they've made and checking applications. It's a little in depth but we should have an update in the morning.

Ryan (ryan@themedialab.agency)

2024-07-09 17:32:47

Thank you

Malissa (malissa@shield-legal.com)

2024-07-11 10:26:27

Buenos Dias! Our deep dive along with the information from Elena has led me to believe that we mis-applied a payment somewhere, which is why I'm asking about a completely different invoice. just wanted to let you know. 🙂

👏:skin_tone_4: Ryan

Ryan (ryan@themedialab.agency)

2024-07-11 10:58:35

Ok. Let’s get the old cleaned up and make sure we are accurately accounting for the payment and ones missing.

👍 Malissa

Ryan (ryan@themedialab.agency)

2024-07-24 12:15:16

New password for LawRuler: zM{`L3U}W7G5 for login tipfinancials@tortintakeprofessionals.com

Malissa (malissa@shield-legal.com)

2024-08-15 11:34:24

Hey Ryan, do you think it would be best to do a credit invoice for Elana? then it could sit in Harvest and we won't forget about it. Just an idea.

Malissa (malissa@shield-legal.com)

2024-08-15 11:34:26

🙂

Ryan (ryan@themedialab.agency)

2024-08-15 12:39:20

@Malissa, sure. Please do. How does that work?

Malissa (malissa@shield-legal.com)

2024-08-15 12:39:58

I'm not sure in harvest but in previous ERPs i've used the credit invoice would sit on the account and then when a new invoice was made, we could apply the credit invoice to it.

Malissa (malissa@shield-legal.com)

2024-08-15 12:40:12

i'll see what the option is in harvest

Ryan (ryan@themedialab.agency)

2024-08-15 12:40:38

Got it, you can put a new "unsent" invoice with the credit on it and put a September 15th send date.

👍 Malissa

Malissa (malissa@shield-legal.com)

2024-08-15 12:52:15

ok it's saved. 🙂

🙏:skin_tone_4: Ryan

Ryan (ryan@themedialab.agency)

2024-12-09 12:09:39

Harvest updated for Shield: https://shieldlegalllc.harvestapp.com/welcome

Malissa (malissa@shield-legal.com)

2024-12-09 14:05:01

This will be great! Thank you, @Ryan.

🙏:skin_tone_4: Ryan