1. Invoice Preparation & Processing
- Accurately prepare customer invoices based on sales orders, contracts, or delivery notes.
- Ensure invoices are in line with company pricing, tax, and discount policies.
- Maintain timelines for invoicing to ensure timely revenue recognition.
2. Data Entry & Record Maintenance
- Enter invoice data into ERP or accounting software (SAP, WMS).
- Maintain organized and accurate invoice records for auditing and reconciliation.
3. Verification & Reconciliation
- Verify billing details such as GST, PAN, customer details, and delivery records.
- Coordinate with internal teams (sales, dispatch, customer service) to validate invoice data.
- Reconcile discrepancies in billing or payments with clients and internal stakeholders.
4. Reporting
- Generate weekly/monthly invoicing reports for management.
- Provide data to support financial reporting, audits, and GST filings.
5. Compliance & Documentation
- Ensure invoices comply with statutory requirements (GST, TDS, etc.).
- Keep updated with changes in tax and invoicing regulations.
6. Process Improvement
- Suggest and implement improvements in the invoicing workflow for better accuracy and efficiency.
- Minimize manual errors and work towards automation (if applicable).
