Billing & A/R Specialist

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)