Sales Ledger Clerk

Credit Controller

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.