Sales Ledger Assistant

Confidential; Salford, Manchester; On-site; GBP 23,000 - 32,000; Full time

Job summary

Confidential, based in the Salford area, is seeking a Sales Ledger Assistant to join the finance team. Reporting to the Finance Manager, the role involves setting up new business forms, invoicing, and processing credit notes for a range of customers in a busy office environment.

The successful candidate will have at least two years’ experience in sales ledger activities, be proficient in Excel, and comfortable communicating with customers regarding goods and services provided.

Qualifications

• Minimum 2 years in a sales ledger role with pre-invoice input experience.
• Experience raising invoices and credit notes.
• Experience reviewing ledger transactions in an accounting system.
• Experience invoicing large corporate customers and using customer portals.
• Strong Excel skills and customer communication abilities.

Responsibilities

• Set up new business forms on the bespoke system.
• Amend or terminate forms as required.
• Prepare purchase orders for larger customers to agree which product needs invoiced and for what periods during the month.
• Agree purchase orders for ad hoc charges.
• Produce invoices and credit notes as agreed with customers.
• Update systems with history details for consolidated invoices.
• Run interfaces from admin systems to the accounts system to update invoices/credits.
• Upload invoices to customer portals as required by individual customers.

Skills

Sales ledger

Invoicing

Credit notes

Excel

Customer communication

Tools

Accounting system

Job description

My client is a well known and established service business based in the Salford area. Due to continued success, they are looking for a Sales Ledger Assistant as an addition to their team.

Reporting to the Finance Manager this is a key role within the team.

Duties of the role will include:

• Set up of new business forms onto the bespoke system
• Amend or terminate forms as required
• Prepare Purchase orders for larger customers to agree which product needs to be invoiced and for what periods during the month
• Agree purchase orders for ad hoc charges
• Produce invoices
• Produce credit notes as agreed with customers
• Update systems with history details for consolidated invoices
• Run interfaces from admin systems to the accounts system as required to ensure all invoices and credits raised are updated into the accounting system
• Upload some invoices to customer portals as per individual customer requirements

The right candidate will have:

• 2 years experience in a sales ledger role including preparation of information pre invoice input.
• Experience of raising invoices and credit notes
• Experience of reviewing sales ledger transactions on an accounting system
• Experience of invoicing larger corporate customers and working within customer portals
• Good Excel skills
• Ability to communicate with customers regarding goods and services provided

This role is office based.

In return an excellent salary is offered with this position and the opportunity to work in a motivated enironement.