Invoice Creation:
Generate and send invoices to customers or clients for products/services provided.
Ensure invoices are accurate, including correct pricing, tax rates, quantities, and any discounts applied.
Maintain Billing Records:
Keep organized records of all issued invoices, payments received, and any adjustments made (like refunds or credits).
Track unpaid invoices and send follow-up reminders to clients as needed.
Process Payments:
Accept payments through various channels (., bank transfers, credit cards, checks).
Record payments in the system and match them to the correct invoices.
Reconcile Accounts:
Ensure that the payment matches the invoice amount, and update the billing system to reflect accurate records.
Address any discrepancies or issues with payments, such as partial payments or overpayments.
Handle Billing Inquiries:
Respond to customer inquiries regarding their invoices, payments, or account balance.
Provide assistance in resolving any issues or disputes related to billing.
Prepare Statements:
Issue periodic account statements to customers to summarize outstanding invoices, credits, or payments made.
Track Late Payments:
Monitor overdue invoices and take necessary actions (sending reminders, following up with clients, etc.).
Work with the finance or collections team to manage outstanding debts.
Update Customer Information:
Maintain and update customer billing information, such as addresses, payment methods, and contact details.
Support Reporting:
Assist in preparing basic billing reports for internal use or external audits.
Track monthly or quarterly billing cycles and analyze trends in payment delays or outstanding balances.