Invoice and Debtors Clerk / Order Management Admin

Qualification

• Matric / Senior Certificate Requirements

• Valid driver license • Experience in finance and administration • Accurate order processing • Computer literate • Complete and compliant documentation. • Controlled credit exposure. • Timely collection of outstanding debts. • Effective customer account management. • Achievement of company debtor and cash collection targets. • Overdue debt within approved company targets. • Review customer notes prior to invoicing to ensure customer-specific requirements are met. • Maintain accurate and up-to-date customer notes for all account-specific requirements and special instructions. • Ensure all customer credit applications are fully completed and supported by the required documentation. • Ensure approved credit terms and limits are accurately maintained on Pastel. • Monitor customer accounts for credit limit notifications and promptly escalate exceptions to Finance. • Ensure customer approval letters and original credit application documentation are retained and filed appropriately. • Ensure no invoices are processed where manufacturing transactions remain incomplete. • Ensure all tax invoices contain the correct customer purchase order and delivery note references. • Ensure all credit notes are supported by appropriate documentation and include a valid reason for issue. • Ensure all customer invoice, credit note, and debit note batches are updated prior to month-end processing. • Ensure all customer payments, credit notes, and transactions are accurately allocated on Pastel. • Ensure all unmatched open items are reviewed and resolved before monthly statements are issued. • Ensure customer statements are distributed between the 1st and 5th working day of each month unless an approved exception applies. • Ensure customer statements accurately reflect the outstanding balance due by each customer. • Identify and resolve account discrepancies prior to statement distribution. • Ensure customer master data, pricing, and credit terms remain accurate and up to date. Duties

• SALES ORDER PROCESSING
• Receive purchase orders (POs) from customers.
• Create sales orders on the system with the correct pricing, terms, and customer details.
• Verify customer pricing, approved credit terms, and account status prior to order processing.
• Communicate sales orders internally to initiate production.
• PRODUCTION & DELIVERY COORDINATION
• Liaise with internal production teams to ensure orders are processed timeously.
• Communicate expected delivery dates to customers.
• Monitor order progress to ensure alignment with customer requirements.
• DELIVERY DOCUMENTATION CONTROL
• Monitor and ensure the accurac

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