Responsibilities
- Create customer invoices from approved sales orders and billing schedules in our ERP (NetSuite), ensuring accuracy of customer details, amounts, contract dates, quantities, purchase order numbers, and tax-relevant fields
- Generate invoices for new subscriptions, renewals and recurring billing schedules
- Review draft invoices for completeness and internal consistency before issuing to customers, following documented checklists and procedures.
- Monitor the billing inbox for customer updates (PO changes, address updates, contact changes) and apply changes to invoices and/or billing records in line with standard work instructions
- Upload invoices to customer vendor portals, resolve basic rejections (for example, missing PO or formatting issues) using documented guidance, and escalate non-standard issues
- Support collections activities by running standard AR aging and invoice status reports, sending scripted reminder emails to customers, and logging responses for the Collections team
- Complete routine, checklist-driven tasks to support month-end close, including confirming that all billable items for the period have been invoiced
- Follow internal control and SOX procedures for invoice creation, documentation, and segregation of duties and maintain clear, organized backup for audit
- Work with internal stakeholders (Revenue, Collections, Sales, and others) to resolve straightforward invoice questions and escalate exceptions appropriately
- Actively follow established processes and identify clear, low-risk opportunities for improving efficiency or standardization within the invoicing workflow
Requirements
- 1–3 years of experience in a billing, accounts receivable, accounts payable or similar transactional role, or equivalent combination of experience and education
- Strong attention to detail with the ability to spot discrepancies in customer names, amounts, dates, and purchase orders
- Comfort working from clearly defined procedures and checklists, with a preference for structured, repetitive work and consistent execution
- Basic to intermediate Excel skills (for example, filters, sorting, simple formulas) and prior experience working in at least one ERP or billing system; NetSuite experience is a plus
- Good written communication skills with the ability to send clear, professional emails to customers and internal partners.
- Reliable organizational and time-management skills, including the ability to handle higher invoice volumes around quarter-end while maintaining accuracy.
- A positive, collaborative mindset and willingness to partner closely with Revenue, Billing, and Collections to meet team objectives.
Nice to Have
- Prior experience uploading invoices to customer vendor portals and resolving basic portal errors or rejections
- Worked in a software or SaaS environment and are familiar with subscription or recurring billing models
- Experience supporting collections (for example, sending reminder notices or tracking customer responses) using standard templates or scripts.
