Invoice Clerk

Responsibilities/Job Duties

Primary Responsibilities (Billing):

• Review, prepare, and create customer invoices based on purchase orders submitted by customers (EDI and non-EDI)
• Ensure correct pricing, quantities, terms, and required documentation for all purchase order submissions and invoices
• Submit invoices via required delivery methods
• Review and respond to daily reports supplied by distribution partners (UNFI, RJW, etc.)
• Review and approve overages, shortages, and damages as reported by customers, communicating about returns, approving deductions, and creating overage invoices
• Execution of orders to ship workflow
• Personal product allowance workflow management

Secondary Responsibilities (AR Support):

• Cash application and deposit creation in ERP software
• Retrieval of supporting documentation for dispute
• Retrieval of backup documentation for deductions and chargebacks
• Assist with weekly and monthly AR cleanup, including unapplied or misapplied cash and account resolution
• Chargeback validation and accuracy in trade spend software

• High School Diploma required;
  Bachelor’s in Accounting or related field preferred
• 1 to 3 years of related experience in billing, invoicing, accounts receivable, or accounting support
• Basic understanding of Accounting Principles
• Proficiency in Microsoft Excel, Word, Outlook
• Experience using an ERP system preferred (Net Suite, SAP, or similar)
• Meet company background verification requirements

• Medical insurance with 80% employer-paid premium for employee coverage
• Paid Time Off (PTO)
• Paid Holidays and Summer Fridays
• 401k with match opportunity
• Additional benefit details in the company handbook