Billing & Invoicing Specialist

PT Holdings LLC; Lexington (SC); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Competitive Salary

401k & Profit Sharing

Paid Holidays & Vacation

Medical & Dental Benefits

Short-Term Disability

Long-Term Disability Insurance (corpor

Life Insurance (company paid)

Job summary

Whaley Foodservice is seeking a Coordinator, Billing Specialist to provide administrative and operational support for service billing and invoice processing. This role reviews service activity, prepares invoices, and ensures timely, accurate billing in line with customer agreements and internal processes.

You will collaborate with branch teams, service operations, customers, and Finance to resolve discrepancies, maintain records, and support a responsive customer service experience.

Qualifications

• Associate degree or equivalent combination of education and experience.
• Minimum of two years in billing, invoicing, AR support, or admin work with strong organization.
• Experience reviewing documentation, entering financial data, and resolving discrepancies.
• Strong data-entry experience and proficiency with common business applications.

Responsibilities

• Review service calls, work orders, and docs for billing readiness and accuracy.
• Verify labor, materials, travel, rates, POs, and customer information before invoicing.
• Prepare and submit invoices accurately within established timelines.
• Apply customer billing instructions, pricing terms, tax info, and docs.
• Maintain records of invoice activity and follow-up actions.
• Process billing adjustments, credits, or rebills per approvals.
• Monitor billing queues and investigate delayed items.
• Research discrepancies and obtain missing information from branches or customers.
• Correct and resubmit incomplete or on-hold invoices and respond to questions.
• Document resolution status through completion and provide admin support.

Skills

Attention to detail

Data-entry accuracy

Billing and invoice processing

Organization and record management

Time management

Problem solving

Written and verbal communication

Customer service and follow-through

Multitasking

Team collaboration

Education

Associate degree or equivalent

Tools

Microsoft Office Suite

Excel

Outlook

Microsoft Teams

OneDrive

ERP systems

Service management software

Billing portals

Job description

Whaley Foodservice is seeking a Coordinator, Billing Specialist to provide administrative and operational support for service billing and invoice processing. This role reviews service activity, prepares invoices, and ensures timely, accurate billing in line with customer agreements and internal processes.

You will collaborate with branch teams, service operations, customers, and Finance to resolve discrepancies, maintain records, and support a responsive customer service experience.