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 ledgerRequired 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 ExcelDesired 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 OfficeReporting 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