Billing and Credit Control Specialist

PlotBox; Ballymena; On-site; GBP 32,000 - 48,000; Full time

Job summary

PlotBox is seeking a Billing & Credit Control Specialist to ensure accurate and timely invoicing, manage accounts receivable, and support healthy cash flow.

You will work with Finance, Sales and Customer Success to maintain strong customer relationships and ensure processes are completed accurately and on time.

Qualifications

• 3+ years experience in Accounts Receivable, Billing or Credit Control.
• Experience dealing directly with customers.
• Experience using accounting software, preferably Xero.

Responsibilities

• Review contracts and prepare invoices using Harvest and Xero.
• Manage AR inquiries and resolve account issues.
• Prepare and issue customer statements as required.
• Investigate and resolve invoice disputes and billing discrepancies.
• Process customer payments and reconcile receipts in Xero and Harvest.
• Maintain accurate customer account records and confidentiality.

Skills

Accounts Receivable

Billing

Credit Control

Customer relationships

Xero

Harvest

Google Sheets

Time management

Tools

Xero

Harvest

Google Workspace

Job description

We're looking for a highly organised and detail-oriented Billing & Credit Control Specialist to join our Finance team. This role is responsible for ensuring the accurate and timely billing of customers, managing accounts receivable, maintaining strong customer relationships, and supporting healthy cash flow through effective credit control.

Working closely with Finance, Sales, and Customer Success teams, you\'ll play a key role in delivering an excellent customer experience while ensuring financial processes are completed accurately and on time.

What you will do:

• Review customer contracts and prepare accurate invoices using Harvest and Xero in line with agreed billing schedules.
• Manage customer accounts receivable enquiries, investigate account issues, and provide timely resolutions.
• Prepare and issue customer statements as required.
• Investigate and resolve invoice disputes and billing discrepancies, escalating where appropriate.
• Process customer payments, reconcile receipts, and maintain accurate customer account records in Xero and Harvest.
• Obtain and securely manage customer payment information for credit card transactions.
• Perform monthly customer account reconciliations.
• Proactively monitor overdue invoices and follow up with customers via phone and email to ensure timely payment.
• Maintain the aged receivables report, providing regular updates on outstanding balances, collection activity, and potential risks.
• Escalate significantly overdue or high-risk accounts to the Financial Controller in accordance with company procedures.
• Collaborate with Sales and Customer Success teams to set up new customer accounts and ensure information is accurate across all systems.
• Support the Financial Controller with the development and continuous improvement of accounts receivable policies and procedures.
• Ensure all month-end accounts receivable processes are completed within agreed deadlines.
• Assist with finance projects and other ad hoc duties as required.
• Maintain accurate customer records while handling confidential information with professionalism and discretion.

What we are looking for :

You\'ll be an organised, proactive finance professional who enjoys building positive customer relationships while maintaining strong financial controls.

• Minimum 3 years' experience in a finance team, with a focus on Accounts Receivable, Billing, or Credit Control.
• Experience dealing directly with customers.
• Experience using accounting software, preferably Xero.
• Good working knowledge of Google Workspace, including Sheets, Docs, and Drive.
• Ability to prioritise workload, meet deadlines, and work independently.
• High level of integrity and ability to manage confidential information.

Desirable Experience -Its not a deal breaker, but ideally you will have:

• Experience using Harvest is desirable but not essential.