Sales Ledger Clerk

2 days ago

Burntwood, United Kingdom Proactive Personnel Ltd Full time

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.

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