Job Type: Full-Time
Experience: 2–3 Years
Job Summary
We are seeking a detail-oriented and proactive Junior Accounts Executive – Invoicing & Collections to manage the complete customer billing and payment collection process. The ideal candidate will ensure invoices are generated accurately, payments are tracked efficiently, outstanding receivables are followed up promptly, and customer account records are maintained accurately.
This role requires excellent communication, strong organizational skills, and the ability to coordinate with customers, the sales team, and internal departments to ensure timely payments and smooth financial operations.
Key Responsibilities
Invoicing
- Generate customer invoices accurately based on approved quotations, purchase orders, contracts, or service completion.
- Verify invoice details including pricing, taxes, discounts, and payment terms before submission.
- Ensure invoices are raised within agreed timelines.
- Upload invoices to customer portals wherever required.
- Maintain invoice records and supporting documentation.
- Process credit notes and debit notes whenever applicable.
- Coordinate with internal departments to resolve invoice-related discrepancies.
Payment Collection
- Track customer payment due dates and maintain an accounts receivable schedule.
- Follow up with customers through email and phone calls regarding outstanding invoices.
- Build professional relationships with customer finance teams to ensure timely payments.
- Escalate overdue payments to management when necessary.
- Maintain detailed follow-up records and collection status updates.
- Ensure collection targets are achieved within agreed timelines.
Customer Account Reconciliation
- Reconcile customer ledgers regularly.
- Investigate and resolve payment mismatches and short payments.
- Coordinate with customers to resolve disputes affecting payment.
- Maintain accurate statements of accounts.
Reporting
- Prepare daily, weekly, and monthly reports on:
- Outstanding receivables
- Collection status
- Aging analysis
- Payment forecasts
- Invoice status
- Provide management with regular updates on collection performance.
Documentation & Compliance
- Maintain organized records of invoices, payment receipts, customer communications, and reconciliation statements.
- Ensure compliance with GST regulations and company invoicing policies.
- Support statutory and internal audits by providing required documentation.
Required Skills
- Strong understanding of Accounts Receivable (AR) processes.
- Good knowledge of GST invoicing and taxation.
- Excellent follow-up and negotiation skills.
- Strong verbal and written communication.
- Ability to manage multiple customer accounts simultaneously.
- Excellent organizational and time management skills.
- High attention to detail and accuracy.
Technical Skills
- Proficiency in Microsoft Excel (VLOOKUP, Pivot Tables, basic formulas).
- Experience with accounting software such as Zoho Books, Tally, Busy, QuickBooks, SAP, or ERP systems.
- Ability to prepare reports using Excel and accounting software.
Mandatory Requirements
- Bachelor's degree in Commerce, Accounting, Finance, or a related field.
- 2–3 years of experience in invoicing and payment collections.
- Experience handling customer invoicing from invoice generation through payment collection.
- Working knowledge of GST and Accounts Receivable processes.
- Strong communication skills in English (spoken and written).
Preferred Qualifications
- Experience in an IT services, software, consulting, or service-based organization.
- Familiarity with customer/vendor portals for invoice submission.
- Experience using Zoho Books or similar cloud-based accounting software.
Pay: ₹18,000.00 - ₹22,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
