Job Description
Job Description
Job Title: Sales Ledger and Credit Control Clerk
Summary: To maintain accurate records within the sales ledger, to monitor customer credit applications and accounts, actively chasing overdue invoices in line with our company’s credit control procedure.
Key Responsibilities:
- To reconcile customer payment to daily invoice imports using Xero
- Investigate and monitor any aging credits on sales ledger – working collaboratively with CS department to action
- Reconclie all bank accounts at month end
- Ensure accuracy of customer statements and send out monthly
- Complete credit checks on customer credit applications
- Monitor credit accounts through the ‘Follow Up’ function on our company system Odoo.
- Clear recording on Odoo of actions taken in accordance with our credit control procedure
- Provide a weekly status report of overdue invoices
- Maintain an up to date sales ledger
Required Skill and Experience:
- Experience of basic financial processes
- Understanding of profit and loss management
- Experience of dealing with customers over the phone
- Experience of using/ability to grasp the use of required computer systems
- Proficiency in report production using Excel
Desired Qualities:
- An ability to keep accurate records
- Excellent attention to detail
- Ability to follow set processes, offering suggestions of efficiency where identified
- Commitment to following a task through to completion
- Strong communication and interpersonal skills
- Experience of using Xero and Microsoft Office
Reporting Structure: Reports to Head of Finance
Working Conditions: Hybrid working. There is an expectation that all staff attend the office at least 2 days a week