OUR SERVICES: BILLING

Invoicing specialist

What does an Invoicing specialist do?

An Invoicing Specialist is responsible for managing the invoicing process within an organization. Their duties include generating and sending invoices to customers or clients for goods or services rendered, ensuring accuracy and timeliness. Invoicing Specialists may also track and follow up on outstanding invoices, communicate with clients regarding payment inquiries or discrepancies, and reconcile billing records. They play a crucial role in maintaining positive cash flow by facilitating prompt customer payment and minimizing delays in the invoicing process. Additionally, Invoicing Specialists may assist in resolving billing disputes and implementing invoicing process improvements.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Generating and sending invoices accurately and timely to customers or clients.
    • Tracking and following up on outstanding invoices to ensure prompt payment.
    • Communicating with clients regarding payment inquiries or discrepancies.
    • Reconciling billing records and resolving billing disputes as needed.
    • Facilitating prompt payment from customers to maintain positive cash flow.
    • Assisting in implementing invoicing process improvements to enhance efficiency and accuracy.

    Day-to-Day Duties

    • Generating and sending invoices to customers.
    • Tracking and following up on overdue invoices.
    • Communicating with clients regarding payment inquiries.
    • Reconciling billing records.
    • Assisting in resolving billing disputes.

    SKILLS AND TOOLS

    Soft Skills

    • Attention to detail
    • Communication skills
    • Problem-solving abilities
    • Time management
    • Adaptability
    • Integrity
    • Customer service orientation
    • Teamwork

    Hard Skills

    • Invoicing software proficiency
    • Data entry accuracy
    • Financial record-keeping
    • Knowledge of billing procedures
    • Attention to numerical detail
    • Communication with clients

    Tools

    QuickBooks, FreshBooks, or Xero 70%
    Outlook, Gmail, or Slack 90%
    QuickBooks Online, Sage Intacct, or Wave Accounting 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business administration
    • Forensic Finance
    • Billing Certification
    • Associate’s Degree
    • Business Management
    • Mathematics
    • Office Administration
    • Bookkeeping
    • Data Entry

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    QuickBooks

    QuickBooks Online (UK and US version) test to hire

    8/10

    Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

    GAAP

    Use the Financial accounting (US GAAP) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    IFRS

    Use the Financial accounting (IFRS) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.