Accounts Receivable Clerk

Pro Talent; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Pro Talent is seeking an Accounts Receivable Clerk in Cape Town to generate and send invoices, monitor payments, and maintain accurate receivables records. You will work closely with sales and legal to manage contractual risks and resolve billing issues.

The role requires a minimum of five years AR experience, proficiency in Pastel or Sage X3, strong Excel skills, and excellent communication. This on-site position offers growth within the finance team.

Qualifications

• Minimum of 5 years Accounts receivable experience.
• Proficiency in Pastel accounting, Sage X3 or similar software.
• Solid Excel skills.
• Strong communication and customer service skills.
• Ability to work under pressure with high transaction volumes.
• Attention to detail and deadline-driven.
• Knowledge of accounting standards and regulations.

Responsibilities

• Generate and send invoices promptly and accurately after a sale.
• Track payments and reconcile accounts.
• Monitor and follow up on overdue invoices.
• Upload customer documents to debtors portals.
• Perform daily credit checks and assess creditworthiness.
• Prepare and send statements and ledgers on request.
• Collaborate with sales and legal to assess contract risks.
• Prepare documentation for legal action when necessary.
• Assist audits and provide regular receivables reports.
• Reconcile customer accounts and update aged trial balance.

Skills

Strong communication skills

Attention to detail

Ability to work under pressure

Dispute resolution

Customer service principles

Education

Relevant Accounting / Bookkeeping qualification

Tools

Pastel accounting

Sage X3

Excel

Job description

Reporting lines:

Finance Manager

Purpose of the role

The primary purpose of the Accounts Receivable Clerk is to generate and send invoices to customers, track payments, reconciling accounts, and follow up on overdue payments. Maintain accurate financial records and provide regular reports on the status of receivables to management.

Key responsibilities (not limited to these alone)

• Assess the creditworthiness of new and existing customers.
• Set and review customer credit limits based on financial data and payment history
• Daily credit checks on the relevant credit website
• Upload all necessary customer documents into the debtors portals.
• Generate and send invoices promptly and accurately after a sale.
• Monitor accounts receivable and follow up on overdue invoices.
• Negotiate payment plans and settlements when necessary.
• Escalate collection efforts when standard procedures fail.
• Identify and flag high-risk accounts to minimize potential losses.
• Collaborate with sales and legal departments to assess and manage contractual risks.
• Maintain professional and effective communication with customers.
• Address customer inquiries and resolve issues related to billing and payments.
• Build strong relationships with key clients to ensure ongoing co-operation.
• Ensure compliance with industry regulations and company credit policies.
• Prepare documentation for legal action when necessary.
• Continuously review and optimize credit and collection processes.
• Implement best practices to increase efficiency and effectiveness.
• Collaborate with colleagues in finance, accounting, and sales departments to achieve common goals.
• Send statements, invoices and detailed ledgers as per request.
• Record and allocate incoming payments and match the appropriate invoices in the accounting system
• Prepare monthly admin & interest Charges sheet for invoicing.
• Reconciliation of customers' accounts
• Daily updating of Pastel invoice batch.
• Manage and complete vendor forms and other documents of customers as per authorization.
• Prepare and send contract cancellation letters - defaulted clients
• Prepare paperwork for default accounts for handover.

Ad hoc Duties

• Assisting with audits
• Prepare regular reports on outstanding receivables and overdue accounts.
• Assist in cash flow forecasting based on expected receivables.
• Any other tasks as required by management

Requirements & Competency

• Relevant Accounting /Bookkeeping, credit management or the equivalent thereof
• Minimum of 5 years Accounts receivable experience
• The ability to work under pressure and deal with high volumes of transactions.
• Proficiency in Pastel accounting, Sage X3 or any other accounting software
• Solid Excel skills
• Knowledge of customer service principles, practices and computer applications
• Strong communication and listening skills
• Ability to work independently and efficiently
• Dispute resolution capability
• Attention to detail and deadline-driven
• Compliance with accounting standards and other regulations