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).
