Part time Billing Specialist with QuickBooks Experience and Assist in Payroll Approval and Processing
- Prepare/Create Invoices
- Send Invoice approvals through CRM application
- Send invoices via mail, email and through client portals/platforms
- Understand the billing cycle and client billing requirements
- Read and understand work orders
- Ensure accurate and complete information are included on invoices
- Work with Logistics, customer service, and management departments to ensure timely billing
- Keep records of customer interactions and post in accounting software QB and Hubspot ( CRM application)
- Assist with client billing questions
- Update daily sales report
- Process credit cards payments when needed
- Tsheet approval – adjust, make notes, and approve weekly time sheets of all employees
- Process payroll on alternate weeks
- Update excel client spreadsheet when needed
Skills and Qualifications
- Excellent time management
- QuickBooks experience required
- Detail oriented
- Thorough understanding of workflow
- Dependable and reliable
- Payroll experience a plus
- Proficient in Excel and all other Microsoft applications
- Proactive, self starter
- Great communication skills
- Experience in high invoice volume
- Prior Accounts receivable experience
- Highly organized
- Solid concept of task urgency and prioritization
