Summary:
To raise accurate, timely sales invoices and credit notes across all customers and contracts, ensuring every piece of billable work carried out by our engineers is captured and invoiced correctly - supporting cash collection and right-first-time billing.
Key responsibilities
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Raise sales invoices and credit notes on the in-house system to the agreed billing timetable (training provided).
- Check sales / work completed against invoices raised to confirm completeness and that nothing billable is missed.
- Invoice through customer portals - checking pricing and correcting where necessary, working to the bespoke requirements of each customer.
- Consolidate engineers’ job sheets to ensure all chargeable work, parts and time are billed.
- Update the Service team on incoming payments against cases logged.
- Answer first-line financial and service billing queries, escalating anything complex or disputed to the Billing Team Leader.
- Maintain accurate customer account and billing records.
- Assist the Finance Manager and Credit Controller as required.
- Other ad hoc duties as required.
Key stakeholders
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Billing Team
- Finance Manager and Credit Controller
- Service team and Parts department
- Customers (via portals and direct billing queries)
- Engineers (job-sheet data)
Knowledge, skills & experience
Essential
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Strong numeracy with GCSE Maths and English (A-C / 9-4) or equivalent.
- Some experience in a billing, sales ledger or accounts administration role (or strong transferable administrative experience).
- Accurate, methodical and detail-focused, with the discipline to work to fixed deadlines.
- Comfortable with systems and Excel, and confident learning bespoke in-house tools and customer portals.
- Clear communicator able to deal courteously with customers and colleagues across departments.
Desirable
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Experience of high-volume or multi-customer billing.
- Exposure to a field-service / engineering environment (job sheets, parts, customer portals).
- An appetite to spot and suggest process improvements.
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