Accounts Receivable Clerk

ACCOUNTS RECEIVABLE CLERK

JOB SUMMARY

The Accounts Receivable Clerk will support the finance and accounting team with accurate and timely invoicing, payment processing, customer account maintenance, and collection activities. The role helps ensure customer payments are properly recorded, outstanding balances are monitored, and accounts receivable records remain accurate and up to date.

KEY RESPONSIBILITIES

1. Invoicing & Billing

• Prepare and issue customer invoices accurately and on time.
• Review billing information and supporting documentation for accuracy.
• Process billing adjustments and credit notes as authorized.

2. Payment Processing & Recording

• Record and apply customer payments accurately to accounts.
• Monitor incoming payments and maintain up-to-date customer account balances.
• Assist with identifying and resolving payment discrepancies.

3. Customer Accounts & Collections

• Maintain accurate customer account records and contact information.
• Monitor outstanding invoices and follow up on overdue balances.
• Communicate professionally with customers regarding invoices, payments, and account balances.

4. Account Reconciliation

• Assist with reconciling customer accounts and accounts receivable records.
• Investigate discrepancies between invoices, payments, and account balances.
• Support the resolution of billing and payment issues.

5. Reporting & Administration

• Assist with preparing accounts receivable reports, aging reports, and payment summaries.
• Maintain organized invoices, receipts, payment records, and customer documentation.
• Support month-end and year-end accounting activities.

KEY PERFORMANCE INDICATORS (KPIs)

• Accuracy and timeliness of customer invoicing.
• Timely and accurate recording of customer payments.
• Accuracy of accounts receivable records and reconciliations.
• Effective follow-up on outstanding and overdue balances.
• Timely resolution of billing and payment discrepancies.
• Proper maintenance of customer and financial records.

QUALIFICATIONS

• Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.
• 1–3 years of accounts receivable, accounting, finance, or administrative experience preferred.
• Basic knowledge of accounting principles and accounts receivable procedures.
• Familiarity with accounting software and Microsoft Office, particularly Excel.
• Strong organizational, numerical, communication, and attention-to-detail skills.

ROLE EXPECTATIONS

• Process invoices and customer payments accurately and on time.
• Maintain organized and accurate accounts receivable records.
• Communicate professionally with customers and internal teams.
• Follow established accounting procedures and internal controls.
• Demonstrate strong attention to detail and numerical accuracy.
• Support the Finance team in maintaining efficient accounts receivable operations.