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Maintain thorough and up-to-date collection activity records within QuickBooks customer accounts to support accurate account tracking
Prepare customer lists for follow-up collection efforts and share them with accounting team members as needed
Review client agreements and payment arrangements to ensure invoices reflect the correct terms, funding structure, and any third-party or subsidiary requirements
Gather and verify supporting documents such as contracts, sales orders, field tickets, job logs, summaries, and work orders to enable complete and timely billing
Draft, examine, and revise billing materials to confirm accuracy, completeness, and alignment with customer expectations
Deliver invoices according to each customer's submission requirements, ensuring all requested formats and processes are followed
Confirm that tax treatment is applied correctly on invoices before distribution
Respond to customer inquiries related to invoices, payments, and account details while maintaining clear and accurate communication
Assist with additional accounting and collections-related tasks assigned by leadership
Requirements:
Previous experience in collections, billing, or accounts receivable, including work with commercial and consumer accounts
Strong communication skills with the ability to interact professionally with customers regarding payment and invoice matters
Familiarity with QuickBooks Online or QuickBooks Desktop is preferred
Excellent organizational skills and close attention to detail in managing documentation and account activity
Ability to handle large volumes of data and maintain accuracy in a fast-paced environment
Working knowledge of collection practices, billing procedures, and credit and collections processes
Must be able to complete pre-employment screening requirements, including a physical and other required pre-employment screenings
What we offer:
Medical, vision, dental, and life and disability insurance