Description:
The Billing & A/R Specialist is responsible for invoicing orders as they are completed and managing customer payments and receivables.
This role contributes to the success of the company by ensuring correct billing, sales tax, shipping charges are assessed, and payments are collected and accurately applied to customer accounts.
Duties/Responsibilities:
Creating invoices and statements and sending directly to customers
Updating sales orders with accurate pricing and any additional charges and adjustments due to manufacturing variances
Collecting credit card details and payments from customers and accurately recording them in the system
Running credit card transactions and sending receipts for orders completed that have a credit card on file Communicating with customers to request past due payments and arrange payment plans, following up with customers proactively
Keeping client accounts up to date on payment terms, payment methods and billing contact information
Collaborating with customers and other team members to resolve billing inconsistencies and errors
Entering credit memos
Collecting and maintaining up-to-date customer resale certificates
Assessing finance charges
Sending monthly statements
Stay up to date on local sales tax rates and update billing software as needed
Tracking customer price levels, ensuring invoices and sales orders have correct pricing
Manage accounting related general inbox
Manage ACH remittances and apply payment accurately in ERP software
Reviewing daily reports to identify orders that are ready to be invoiced, proactively following up on orders that have not been invoiced or are not ready to be invoiced
Requirements
Requirements:
General Accounting, Bookkeeping, A/R Experience required
Knowledge of sales tax and exemption requirements
Microsoft 365 fluency, Excel, Outlook
Strong attention to detail and organizational skills
Benefits
Health Care Plan
Retirement Plan
Paid Time Off (Vacation, Sick & Public Holidays)