Accounts Receivable Clerk

Accounts Receivable Clerk

The Accounts Receivable (AR) Clerk is responsible for managing incoming payments, maintaining accurate financial records, and supporting the overall credit and collections process. This role ensures invoices are issued correctly, payments are recorded promptly, and customer accounts remain up to date. The AR Clerk plays a key part in maintaining healthy cash flow and positive customer relationships.

Invoicing & Billing

• Generate and send customer statements in a timely and accurate manner
• Verify customer status before releasing orders
• Assist in processing customer adjustments

Payment Processing

• Record daily payments (checks, ACH, credit card, cash)
• Apply payments to the appropriate customer accounts and invoices
• Reconcile payment discrepancies and short-pays

Collections & Customer Follow-Up

• Monitor aging reports and follow up on past-due accounts
• Contact customers regarding outstanding balances
• Resolve billing disputes with internal departments and customers
• Maintain detailed notes on collection efforts

Account Maintenance

• Set up new customer accounts and maintain accurate account information
• Reconcile customer statements and issue monthly account statements
• Support credit checks and approvals if part of the workflow

Reporting & Recordkeeping

• Assist in preparing AR aging reports
• Reconcile AR ledger to ensure all payments are accounted for
• Assist with month-end and year-end closing activities

Internal Collaboration

• Work with Sales, Customer Service, and Accounting teams to resolve issues as needed
• Provide copies of invoices, statements, and backup documentation as needed
• Support audits by providing AR documentation

Required Skills & Qualifications

• High school diploma or equivalent; Associate’s in Accounting preferred
• 1–3 years of experience in accounts receivable or general accounting
• Strong attention to detail and accuracy
• Intermediate Excel skills (VLOOKUP, pivot tables, formulas a plus)
• Excellent communication and customer service skills
• Ability to manage multiple tasks and meet deadlines

Preferred Qualifications

• Experience in the construction, lumber, or manufacturing industry
• Familiarity with Bistrack ERP system
• Knowledge of sales tax and credit/collections practices