Customer Service Invoicing Coordinator

Socket.dev; Calgary; On-site; CAD 42,000 - 62,000; Full time

Job summary

Socket.dev in Calgary, Alberta, is seeking a responsible Customer Service - Invoicing coordinator to manage customer invoicing, AR, and credit control. You will work closely with customers and internal teams, using ERP and QuickBooks to issue invoices and apply payments.

The role emphasizes accuracy, timely billing, AR aging monitoring, and month-end support. Candidates should have a degree in Accounting/Finance, hands-on QuickBooks experience, and strong communication and organizational skills

Qualifications

• Proven experience with QuickBooks, especially in invoicing and AR functions.
• Experience in customer service, billing, credit control, or accounts receivable roles.
• Strong attention to detail, accuracy, and organization.

Responsibilities

• Act as main contact for customers regarding billing, invoices, and payment-related matters.
• Provide professional and timely responses to customer inquiries.
• Coordinate internally to resolve billing discrepancies or customer issues in Invoicing & Accounts Receivable.
• Prepare, issue, and manage customer invoices accurately and on time using ERP & QuickBooks.
• Record and apply customer payments, ensuring accurate AR balances.
• Monitor accounts receivable aging and actively follow up on overdue payments.
• Trace and track outstanding payments to ensure timely collection.
• Prepare and issue monthly statements to customers and follow up for settlement.
• Conduct reference checks for new customers prior to account activation.
• Set up new customer accounts in the system, including agreed credit limits and credit terms.
• Monitor customer credit limits and payment behavior on an ongoing basis.
• Flag potential credit risks and elevate issues to management when necessary.
• Prepare and maintain AR-related financial reports, including aging reports and collection status.
• Provide regular AR summaries and cash collection updates to management.
• Support month-end closing activities related to accounts receivable.
• Assist with audits or internal financial reviews when required.

Skills

Attention to detail

Organization

Communication

Negotiation

Education

Bachelor's or Diploma in Accounting/Finance/Business Administration

Tools

QuickBooks

ERP software

Job description

We are seeking a responsible and detail-oriented Customer Service - Invoicing coordinator to manage customer invoicing, accounts receivable (AR), and credit control functions. This role requires strong coordination with customers and internal teams, hands-on experience with ERP and QuickBooks, and the ability to monitor customer payments, credit limits, and credit terms and support Customer Service team's operations.

Key Responsibilities

Customer Service & Account Support

• Act as the main point of contact for customers regarding billing, invoices, andpayment-related matters
• Provide professional and timely responses to customer inquiries
• Coordinate internally to resolve billing discrepancies or customer issues Invoicing & Accounts Receivable
• Prepare, issue, and manage customer invoices accurately and on time using ERP & QuickBooks
• Record and apply customer payments, ensuring accurate AR balances
• Monitor accounts receivable aging and actively follow up on overdue payments
• Trace and track outstanding payments to ensure timely collection
• Prepare and issue monthly statements to customers and follow up for settlement

Credit Control & New Customer Setup

• Conduct reference checks for new customers prior to account activation
• Set up new customer accounts in the system, including agreed credit limits and credit terms
• Monitor customer credit limits and payment behavior on an ongoing basis
• Flag potential credit risks and elevate issues to management when necessary

Reporting & Financial Support

• Prepare and maintain AR-related financial reports, including aging reports and collection status
• Provide regular AR summaries and cash collection updates to management
• Support month-end closing activities related to accounts receivable
• Assist with audits or internal financial reviews when required

Requirements & Qualifications

• Diploma or Bachelor's degree in Accounting, Finance, Business Administration, or a related field
• Proven experience with QuickBooks, especially in invoicing and AR functions
• Experience in customer service, billing, credit control, or accounts receivable roles
• Strong attention to detail and accuracy
• Good organizational and follow-up skills
• Strong communication and negotiation skills
• Ability to work independently and handle confidential financial information

Preferred Qualifications

• Experience managing credit limits and credit terms
• Familiarity with AR aging analysis and cash flow monitoring
• Experience in a B2B or service-based environment