Creation of sales invoices based on timesheets, sales orders, purchase orders, and contractual terms.
Posting and application of customer receipts, including cash, checks, ACH, and electronic payments.
Reconciliation of sales recorded through point-of-sale systems and online platforms with the accounting records.
Ongoing tracking of receivable balances, aging analysis, and identification of overdue accounts.
Processing and tracking of sales orders to ensure accurate billing and revenue recognition.
Structured voice and email-based collection support to improve cash flow and reduce outstanding receivables.
Maintenance of detailed customer ledgers with accurate balances and transaction history.
Analysis of customer-level profitability through allocation of revenue and costs to identify high-performing accounts.
