Westville
Job Description Accounts Receivable Clerk Position Summary The Accounts Receivable Clerk is responsible for maintaining accurate customer accounts, preparing and processing invoices, posting customer payments, monitoring outstanding receivables, and assisting with the collection of past-due accounts. This position works closely with Sales, Shipping, Service, and Management to ensure customers are invoiced accurately and promptly and that outstanding balances are actively monitored and resolved. The position requires strong attention to detail, organization, professional customer communication, and the ability to maintain accurate financial records within QuickBooks. Primary Responsibilities Customer Invoicing • Prepare and process customer invoices accurately and promptly., • Review sales orders and supporting documentation before invoicing., • Verify customer purchase order numbers, pricing, freight charges, payment terms, and billing information., • Confirm required shipping or service documentation is available before invoicing., • Submit invoices through customer portals when required., • Email invoices and supporting documentation to customers as required., • Maintain copies of invoices and supporting documentation., • Correct invoice discrepancies when identified and obtain appropriate approval when necessary. Accounts Receivable, • Maintain accurate customer accounts and accounts receivable records., • Post customer payments accurately and promptly., • Apply checks, ACH payments, wire transfers, credit card payments, and other receipts to the appropriate customer accounts and invoices., • Research unapplied payments and account discrepancies., • Process customer credits and adjustments when properly authorized., • Reconcile customer accounts when necessary., • Maintain accurate records of outstanding invoices and balances. Collections & Past-Due Accounts, • Review the accounts receivable aging report on a regular basis., • Identify invoices approaching or exceeding their payment terms., • Contact customers regarding past-due invoices by email and telephone., • Send statements, invoice copies, and supporting documentation when requested., • Document collection activity and customer payment commitments., • Follow up on promised payment dates., • Identify disputed invoices and coordinate with the appropriate HMS department to resolve the issue., • Escalate significantly past-due or problematic accounts to management., • Assist management in identifying customers who may require credit holds or revised payment terms. Customer Account Maintenance, • Maintain accurate customer billing information., • Verify billing addresses, accounts-payable contacts, email addresses, payment terms, and other account information., • Maintain customer tax-exemption certificates and related documentation when applicable., • Assist with customer credit applications and credit-reference requests., • Maintain customer portal information and invoicing requirements., • Help ensure customer records are complete and current. Systems, • Process and review appropriate transactions within Inventory System., • Maintain accurate accounts receivable information within QuickBooks., • Research discrepancies between sales orders, invoices, customer payments, and accounting records., • Work with Sales, Shipping, and other departments to resolve transaction discrepancies., • Maintain organized electronic records supporting accounts receivable transactions. Customer Communication, • Communicate professionally with customer accounts-payable departments., • Respond to customer requests for invoice copies, statements, purchase order information, proof of delivery, and other supporting documentation., • Research customer questions regarding outstanding balances., • Coordinate internally to resolve billing disputes., • Maintain professional and courteous communication during collection activities. Reporting & Recordkeeping, • Prepare and review accounts receivable aging reports., • Provide management with information regarding overdue accounts and collection activity., • Maintain organized records of customer correspondence and collection efforts., • Assist with month-end accounts receivable reconciliation., • Assist with financial audits and requests for supporting documentation., • Maintain records in accordance with company policies and accounting requirements. Additional Responsibilities, • Assist with answering accounting-related customer inquiries., • Assist with filing, scanning, copying, and general accounting administration., • Provide backup administrative support within the accounting department when needed., • Maintain confidentiality of company, customer, employee, and financial information., • Follow established company accounting procedures and internal controls., • Perform other accounting and administrative duties as assigned. Qualifications, • Strong attention to detail and accuracy., • Strong organizational and recordkeeping skills., • Professional written and verbal communication skills., • Comfortable communicating with customers regarding outstanding balances and past-due invoices., • Ability to manage multiple accounts and priorities., • Basic understanding of accounts receivable and general accounting practices., • Proficiency with Microsoft Office, particularly Excel and Outlook., • Experience with QuickBooks preferred., • Experience with Inventory or similar ERP/inventory software is a plus., • Previous accounts receivable, bookkeeping, accounting clerk, or administrative accounting experience preferred., • Ability to maintain confidentiality when handling financial information.Pay Details: $25.00 to $27.00 per hour Search managed by: Elena Platt Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.