Sales Ledger Clerk

Company:  Proactive Personnel Ltd
Location: Burntwood
Closing Date: 27/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
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
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Proactive Personnel Ltd
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