Back to search
Sales Ledger Clerk
Burntwood
Monday to Friday
10am - 2pm
Daily Tasks:
- Scan onto Computer previous days Customer PODs
- Attach PODs to relevant Sales Order within Unleashed Programme
- Complete Sales Orders within Unleashed Programme that have PODs attached
- Check with Sales Staff if "Drop Ship" Orders on Unleashed have been delivered and complete accordingly
- Approve all Draft Invoices in Xero and email out to Clients
- Where applicable Upload Daily Invoice amounts to Novuna System
- Check Company Bank Account & Novuna System for incoming Customer Payments and allocate within Xero
- Review Customer Credit Limits Using both Unleashed and Xero for reference
- Apply for Increased Credit Limits through Novuna where applicable
- Chase Clients for Payments where Overdue or Over Credit Limit, either via email, phone or legal proceedings depending upon Severity
- Review & Send Internal Email out of Customer STOP list - update accordingly within Unleashed Programme
Ad Hoc Tasks:
- Open new customer accounts upon receipt of Credit Account Application Form by reviewing Credit Worthiness utilising "Credit Safe Login" / Novuna / Seeking Director Approval
- Keep Customer Account Details up to date, whether change of addresses, contact details or Key Staff members
- Raise Customer Credits when required
- Answer Phone Line and Assist with taking enquiries / messages
- Send out Customer Statements on the 1st working day of each month via email
- Send out copy Invoices as requested by clients
- Collect Drivers Timesheets, confirming hours with Operations Director before submitting to Payroll on the 23rd of each month
- Send out Pro-forma Invoices to Clients when requested by Sales Office and Confirm when payments are made so Orders can be released
- Calculate & Raise Customer Rebate Credits when Required (2 or 3 clients once each per year)
- Prepare for & Attend Monthly Credit Control Meeting with Finance Director (on or around 15th of each month)
Ideal candidate:
- Minimum 3 years Credit Control experience
- Experience using Xero Software & General Booking Keeping Duties
- Excellent communication skills
- Experienced working within wholesale / distribution business would be advantageous
- Can commit to being in office 4 hours per day, 5 days a week.
