Accounts Receivable Clerk Job Description and Responsibilities

The Accounts Receivable Clerk role is suited to detail oriented candidates with a strong aptitude for numbers and accurate record keeping. Applicants should have prior experience in invoice processing or credit control, good communication skills and the ability to manage competing priorities.

Accounts Receivable Clerk Job Profile

The Accounts Receivable Clerk is responsible for maintaining the organisation's receivables ledger and ensuring timely collection of income. The role supports cash flow by processing invoices, recording payments and performing account reconciliations to keep customer accounts accurate and up to date.

This position requires regular interaction with customers and internal teams to resolve billing queries and discrepancies, and contributes to month end closing activities and reporting.

Accounts Receivable Clerk Job Description

The Accounts Receivable Clerk will manage day to day receivable transactions, including issuing invoices, applying payments, and maintaining ledgers with accurate documentation. The role involves monitoring aged balances, initiating collection activity within defined guidelines and escalating disputes as required to protect revenue and reduce overdue balances.

Work is performed within a finance or shared services environment and requires adherence to internal controls, company policies and relevant data protection requirements. The role is expected to produce regular reports on receivables performance and contribute to process improvements that enhance efficiency and accuracy.

The successful candidate will be expected to work to deadlines, support month end and year end processes and liaise professionally with customers and colleagues to resolve enquiries promptly.

Accounts Receivable Clerk: Duties and Responsibilities

• Issue and record customer invoices and credit notes in line with billing schedules.
• Apply and allocate customer payments accurately to open invoices.
• Monitor aged receivables and initiate timely collection activity on overdue accounts.
• Prepare and maintain customer account reconciliations and resolve discrepancies.
• Investigate and respond to customer billing enquiries in a professional manner.
• Process adjustments and credit notes following authorised approvals.
• Prepare regular receivables reports, including ageing and cash receipt summaries.
• Support month end closing tasks and provide documentation for audits.
• Liaise with sales and customer service teams to resolve order and billing issues.
• Record and escalate disputed invoices and follow up to resolution.
• Maintain accurate and organised records to support financial controls.
• Contribute to process improvements to increase accuracy and efficiency.
• Ensure compliance with company policies and relevant financial regulations.
• Provide clear communication to customers and internal stakeholders regarding account status.

Accounts Receivable Clerk: Requirements and Qualifications

• GCSEs or equivalent, with numeracy qualifications; A level or diploma in accounting or bookkeeping preferred.
• Minimum one year of experience in accounts receivable, credit control or bookkeeping.
• Strong numeracy and attention to detail with accurate data entry skills.
• Good written and verbal communication skills for customer contact and internal liaison.
• Ability to prioritise tasks and meet deadlines in a fast paced environment.
• Experience preparing reconciliations and investigating account discrepancies.
• Understanding of invoicing, credit note and collections procedures.
• Discretion when handling confidential financial information and awareness of data protection principles.
• Ability to produce clear financial reports and summaries.
• Proficiency in spreadsheet and accounting applications and strong keyboard skills.
• Team player with good interpersonal skills and a customer focused approach.
• Proactive attitude with a willingness to suggest and implement process improvements.