Sales Invoicing Assistant
Purpose of job:
To assist in the effective operation of the Sales Invoicing and Credit Control team, administering all aspects of the sales ledger and credit control to ensure accurate and timely invoicing and the prompt collection of debts for the organisation and various of its subsidiaries.
Main accountabilities:
1. Maintain customer records, opening new accounts where necessary and assigning credit limits in accordance with agreed guidelines.
2. Ensure daily production and despatch of Sales Ledger invoices for the organisation and various of its subsidiaries, in the required media, following appropriate procedures.
3. Ensure efficient processing of customer credit notes and refunds in accordance with the appropriate procedures.
4. Collate, input and match Sales Ledger receipts received for the organisation and various of its subsidiary companies following appropriate procedures. This includes the writing off of small under and over customer payments at the time of payment processing.
5. To generate and submit Direct Debit files for collection of payments, to follow up on instances where applications for payment by Direct Debit have failed and to rectify incorrect details held or collect amounts due.
6. Ensure there are no outstanding cash or invoice batches awaiting posting at the end of each working day.
7. Ensure filing procedures in respect of invoice requests and cash batch documentation are maintained.
8. Deal with internal and external customer queries and requests, both verbal and written, ensuring complete records are maintained and that any written communication in reply, is in the appropriate media.
9. Deal with internal enquires, both written and verbal.
10. Assist the Sales Invoicing and Credit Control Manager with any special projects including development of systems processes and procedures as and when required.
Person specification:
(All criteria are essential unless otherwise stated).
1. Specialist knowledge, skills and experience
1.1. Experience of working within a Sales Ledger team.
1.2. Understanding of the operation of a Sales Ledger team.
1.3. Knowledge and experience of credit control procedures and activities.
1.4. Experience of raising invoices on an accurate and timely basis.
1.5. Experience of Microsoft Office packages including Outlook, Word and Excel.
1.6. Experience of understanding and interpreting numerical information and undertaking basic numeric calculations.
1.7. Ability to use accounting packages such as Sage.
1.8. Ability to learn and adapt to new and changing office systems.
Desirable:
1.9. Knowledge of the other activities of a finance team.
2. People management skills / team working skills:
Ability to work flexibly as part of a team, liaising effectively with both internal and external contacts.
3. Planning and organisational skills:
Ability to work in an organised manner and be able to accurately maintain customer data.
4. Communication:
Ability to communicate effectively, both verbally and in writing, adapting style to suit audience
To assist in the effective operation of the Sales Invoicing and Credit Control team, administering all aspects of the sales ledger and credit control to ensure accurate and timely invoicing and the prompt collection of debts for the organisation and various of its subsidiaries.
Main accountabilities:
1. Maintain customer records, opening new accounts where necessary and assigning credit limits in accordance with agreed guidelines.
2. Ensure daily production and despatch of Sales Ledger invoices for the organisation and various of its subsidiaries, in the required media, following appropriate procedures.
3. Ensure efficient processing of customer credit notes and refunds in accordance with the appropriate procedures.
4. Collate, input and match Sales Ledger receipts received for the organisation and various of its subsidiary companies following appropriate procedures. This includes the writing off of small under and over customer payments at the time of payment processing.
5. To generate and submit Direct Debit files for collection of payments, to follow up on instances where applications for payment by Direct Debit have failed and to rectify incorrect details held or collect amounts due.
6. Ensure there are no outstanding cash or invoice batches awaiting posting at the end of each working day.
7. Ensure filing procedures in respect of invoice requests and cash batch documentation are maintained.
8. Deal with internal and external customer queries and requests, both verbal and written, ensuring complete records are maintained and that any written communication in reply, is in the appropriate media.
9. Deal with internal enquires, both written and verbal.
10. Assist the Sales Invoicing and Credit Control Manager with any special projects including development of systems processes and procedures as and when required.
Person specification:
(All criteria are essential unless otherwise stated).
1. Specialist knowledge, skills and experience
1.1. Experience of working within a Sales Ledger team.
1.2. Understanding of the operation of a Sales Ledger team.
1.3. Knowledge and experience of credit control procedures and activities.
1.4. Experience of raising invoices on an accurate and timely basis.
1.5. Experience of Microsoft Office packages including Outlook, Word and Excel.
1.6. Experience of understanding and interpreting numerical information and undertaking basic numeric calculations.
1.7. Ability to use accounting packages such as Sage.
1.8. Ability to learn and adapt to new and changing office systems.
Desirable:
1.9. Knowledge of the other activities of a finance team.
2. People management skills / team working skills:
Ability to work flexibly as part of a team, liaising effectively with both internal and external contacts.
3. Planning and organisational skills:
Ability to work in an organised manner and be able to accurately maintain customer data.
4. Communication:
Ability to communicate effectively, both verbally and in writing, adapting style to suit audience