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Accounts Receivable
2 weeks ago
On Boarding New Customers
- Ensure Fully completed Credit Application (CA)/Customer profile Maintenance Form (CPMF) are completed/signed/dated
- Check Trade References, follow up, appraise credit if any to be given in terms of $$ & days. Ensure the customer is sent credit approval letter for signature and file for our records. Create customer account in Financial & Operational software and advise sales, operations accordingly. New customers are added on to the weekly AR-New Customer list in Q-books report for monitoring.
- In case of Pre-Pay Customers ensure letter sent to customer for signature with pre-Pay condition and get signed letter for records. Create customer account in Financial & Operational software (Indicating Pre-Pay against their name) and advise sales, operations accordingly. New customers are added on to the weekly AR-New Customer list in Q-books report for monitoring.
Invoicing to customers
Sending Statement of Accounts (SOA) to customers
- Based on specific customer requirement
- Monthly between 20th & 27th
Customer Collection
- Ensure weekly AR reports are monitored & followed up
Posting of Customer Payment
- Ensure customer payment receipts are posted on a daily basis and follow up on the below:
- i. Ensure you have the detail listing of invoices for which the payment total is for, if not arrange to have this info from the customer immediately. Do not post to the records without this information from customer to ensure we avoid future disputes.
General
- Ensure periodical reports are sent to management with explanations/notes of the AR position.
- The AR evaluation would be based on AR outstanding at any given period which should be within the terms and should at any time move beyond the following gap based on the type of customers: i. AR-New Customers max 10 beyond terms ii. AR-Chronic Customers max 30 days beyond terms iii. AR-All other customers max 45 days beyond terms.
Pay: $38,005.68-$64,107.90 per year
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Expected start date: 2025-03-15
