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:
1. Open new customer accounts upon receipt of Credit Account Application Form by reviewing Credit Worthiness utilising "Credit Safe Login" / Novuna / Seeking Director Approval
2. Keep Customer Account Details up to date, whether change of addresses, contact details or K...