Essential Duties & Responsibilities
• Customer invoicing and collections
• Process vendor setup requests and provide vendor data to clients via custom forms and online portal registrations
• Maintain vendor documents such as W-9, W-8BEN-E, and Banking and Remittance Information sheet
• Prepare quotes for client procurement to obtain a purchase order
• Review sales orders and process approval to bill
• Review, respond to, and process client requests regarding their invoice or our vendor setup
• Generate invoices and approve to submit to client, process daily invoice batch or on demand submissions
• Process credit memos and re-bill sales orders as needed
• Generate and deliver accounts statements to clients
• Submit requests for refund processing to accounts payable as approved by controller
• Manage online portals for submission and status of invoices, and updates to vendor remittance data
• Communicate cancellation requests to sales and revenue accounting teams if not in copy
• Responding to sales inquiries regarding the status of billing
• Follow-up with clients on the status of open invoices