Responsibilities:

Accounts Receivable responsibilities:

• Prep and email invoices for the installation department to include progress billing as well as complete billing per the salesperson’s instructions.
• Invoice change orders for installation department.
• Ensure Affidavit of Capital Improvement form is filled out per job as needed.
• Register equipment with appropriate brand for residential jobs.
• Apply scanned checks to corresponding invoice(s) in System.
• Match deposited check(s) report to the total in QuickBooks to finalize deposit.
• Research discrepancies between posted payments that do not match correctly.
• Run credit card payments from customers and apply to invoice in System.
• Prepare and maintain Accounts Receivable spreadsheet for past due invoices.
• Contact customers to collect payment or get payment status every 2 weeks.

Accounts Payable responsibilities

• Monitor Accounts Payable email inbox for new invoices from vendors
• Print new invoices and hold for payment.
• Send to appropriate salesperson for approval on large / individual invoices.
• Match vendor invoices to monthly statements + create checks
• Check each invoice due to corresponding invoice on vendor statement.
• Create check in QuickBooks, print and mail check with remittance to vendor.
• Mail payment(s) to ensure on time arrival by the due date.
• File check stub with statement / invoice(s) in numerical order by month.

Requirements:

• Minimum of 2+ years Accounts Payable & Accounts Receivable experience
• QuickBooks Online experience preferred
• Detail oriented; organized; solid communication skills; positive & helpful demeanor
• Associate’s Degree preferred