Billing Specialist

Abstrakt Marketing Group; Vacaville (CA); On-site; USD 48,000 - 72,000; Full time

Job summary

Citadel Roofing and Solar in Vacaville, CA is seeking a Billing Specialist to support the Solar Contract Administration Team. You will process invoices for Builder Tracks (Cash Purchases, Monthly Leases, or Spec Cash) using Sage 300 and Creatio.

Key duties include reviewing lots, determining billing type, handling weekly invoice filings, emailing invoices to Builders, coordinating with Accounts Receivable and Project Coordinators, and filing documents in project folders.

Responsibilities

• Process invoices for Builder Tracks (Cash Purchases, Monthly Leases, or Spec Cash) using Sage 300 in Job Cost, Contract, and Billing applications.
• Review lot information in Creatio to determine finance type, prewire/install dates, and billing.
• Determine if lot is a Cash Purchase, Monthly Lease, or Spec Cash for correct billing.
• Review reports and files to determine appropriate billing for lots with prewire dates, install dates, and retention.
• GAF Bulk Weekly Invoices filed in SharePoint; Creatio Prewire/Install Weekly Report files in SharePoint.
• Handle PO from SupplyPro/Builder filed in each Project Invoice Folder and mail or email invoices with lien releases and required documents.
• Email Accounts Receivable Team-Collections for cash purchase without PO or Spec Cash without PO to ensure billing.
• Coordinate with Project Coordinators to obtain missing POs for billed/install lots.
• Process requests from AR to bill for payments received or make adjustments to billed lots.
• Log lots with install dates on the Dummy Invoice File for rebates.
• File invoices and billing documents in Team’s Shared Drive Project Invoice folders.

Job description

Position Title/Class: Billing Specialist

Company Name/Location: Citadel Roofing and Solar, Vacaville, Ca

Support the Solar Contract Administration Team with processing invoices for Builder Tracks either as Cash Purchases (Builder), Monthly Leases (GAF, LightReach, Citadel), or Spec Cash.

• Utilize Sage 300 (CRM) to review lots and process invoices in Job Cost, Contract, and Billing applications.
• Utilize Creatio to review lot information for finance type, prewire/install dates, and billing.
• Determine if lot is a Cash Purchase, Monthly Lease, or Spec Cash for correct billing.
• Review various reports, lists, and files to determine appropriate billing for lots with prewire dates, install dates, and/or Retention.
• GAF Bulk Weekly Invoices filed in SharePoint.
• Creatio Prewire/Install Weekly Report filed in SharePoint.
• Purchase Order (PO) from SupplyPro and/or Builder filed in each Project Invoice Folder.
• Mail or email invoices to Builders with lien releases (progress or final) and/or required billing documents for Cash Purchase or create internal invoices to file in Project Folders.
• Email the Accounts Receivable Team-Collections and attach invoices for lots that are Cash Purchase with no PO or SPEC Cash with no PO (no buyer).
• Email the Project Coordinators to request missing POs so installed lots can be billed.
• Process requests from the Accounts Receivable Team to bill for payments received or make adjustments to billed lots.
• Log in lots with install dates on the Dummy Invoice File for Builders/Projects that have Solar Rebates (Referral Fees).
• File Invoices and billing documents in the Team’s Shared Drive Project Invoice folders