Job Title: Accounts Receivable Billing Associate
Work Location: Fargo Office
Division/Department: Finance
Reports to: Chief Financial Officer
Position Summary
The billing associate is responsible for keying and processing all Service billing. Working all billing workflows in a timely manner.
Primary Roles and Responsibilities
- Service Billing
- Warranty Billing
- Online Service Billing
- Customer Service
Activities
Accountable for Maintaining & Processing service billing workflows in a timely and accurate manner per AP-AR Billing Procedures
(O’Day Equipment LLC)
- Service invoices and prepare for mailing per AP-AR Billing Procedures
- Create descriptions
- Verify parts billed match work order
- Transfer parts between service calls and jobs
- Process and review the MobileTech inventory batch
- Ensure all proper fees are billed
- Verify the proper tax schedule is selected
- Make sure the invoice is accurate and professional prior to mailing to the customer
- Tracking credits on service invoices by billing the full amount and then doing a credit on the original invoice
- Transfering and correcting time between service calls and jobs
- Print and post Service invoices
- Reopen service calls for any corrections
- Create NTE Service calls and invoice the downpayment
- Be a resourse for managers when it comes to service billing
- Serves as the primary contact for customer service billing questions
- Monitoring the complete calls report
- Follow-up with issues/concerns
- Monitor if any service calls are missing in the workflow
Process warranty service billing in a timely manner per AP-AR Billing Procedures
- Follow-up with vendors on unpaid or unapproved warranty
- Post final warranty invoice
- Work with A/R to coordinate and match billing/payments
Complete the online billing per customer requirements
- Utilize multiple online portals based on customers
- Use an online billing workflow in DocLink to organize
- Working with A/R and Service on rejected invoices to resubmit invoice
Timecard Backup
- Post time to service calls and jobs for O’Day Equipment
- Accurately key time sheets
- Review and correct MobileTech time
Accountable for backup switchboard as needed
- Communicate potential problems/trends to managers
- Normal hours, M-F 8 a.m. to 5 p.m.
Secondary duties
- Backup Accounting department as needed
- Review and posting of the daily City Desk batch
- Create new customers in GP
- Backup O’Day Equipment CSR Service as needed
- Backup and assist with CSR warranty SR submitting
- Cross Training within Accounting department
- Backup A/P
- Backup A/R daily receivables and deposits
- Backup to the job billing and closing