Job Description
We are seeking a responsible and detail-oriented Customer Service – Invoicing coordinator to manage customer invoicing, accounts receivable (AR), and credit control functions. This role requires strong coordination with customers and internal teams, hands-on experience with ERP and QuickBooks, and the ability to monitor customer payments, credit limits, and credit terms and support Customer Service team's operations.
Key Responsibilities
Customer Service & Account Support
Act as the main point of contact for customers regarding billing, invoices, andpayment-related matters
Provide professional and timely responses to customer inquiries
Coordinate internally to resolve billing discrepancies or customer issues Invoicing & Accounts Receivable
Prepare, issue, and manage customer invoices accurately and on time using ERP & QuickBooks
Record and apply customer payments, ensuring accurate AR balances
Monitor accounts receivable aging and actively follow up on overdue payments
Trace and track outstanding payments to ensure timely collection
Prepare and issue monthly statements to customers and follow up for settlement
Credit Control & New Customer Setup
Conduct reference checks for new customers prior to account activation
Set up new customer accounts in the system, including agreed credit limits and credit terms
Monitor customer credit limits and payment behavior on an ongoing basis
Flag potential credit risks and escalate issues to management when necessary Reporting & Financial Support
Prepare and maintain AR-related financial reports, including aging reports and collection status
Provide regular AR summaries and cash collection updates to management
Support month-end closing activities related to accounts receivable
Assist with audits or internal financial reviews when required
Requirements & Qualifications
Diploma or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Proven experience with QuickBooks, especially in invoicing and AR functions
Experience in customer service, billing, credit control, or accounts receivable roles
Strong attention to detail and accuracy
Good organizational and follow-up skills
Strong communication and negotiation skills
Ability to work independently and handle confidential financial information
Preferred Qualifications
Experience managing credit limits and credit terms
Familiarity with AR aging analysis and cash flow monitoring
Experience in a B2B or service-based environment
Key Responsibilities
Customer Service & Account Support
Act as the main point of contact for customers regarding billing, invoices, andpayment-related matters
Provide professional and timely responses to customer inquiries
Coordinate internally to resolve billing discrepancies or customer issues Invoicing & Accounts Receivable
Prepare, issue, and manage customer invoices accurately and on time using ERP & QuickBooks
Record and apply customer payments, ensuring accurate AR balances
Monitor accounts receivable aging and actively follow up on overdue payments
Trace and track outstanding payments to ensure timely collection
Prepare and issue monthly statements to customers and follow up for settlement
Credit Control & New Customer Setup
Conduct reference checks for new customers prior to account activation
Set up new customer accounts in the system, including agreed credit limits and credit terms
Monitor customer credit limits and payment behavior on an ongoing basis
Flag potential credit risks and escalate issues to management when necessary Reporting & Financial Support
Prepare and maintain AR-related financial reports, including aging reports and collection status
Provide regular AR summaries and cash collection updates to management
Support month-end closing activities related to accounts receivable
Assist with audits or internal financial reviews when required
Requirements & Qualifications
Diploma or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Proven experience with QuickBooks, especially in invoicing and AR functions
Experience in customer service, billing, credit control, or accounts receivable roles
Strong attention to detail and accuracy
Good organizational and follow-up skills
Strong communication and negotiation skills
Ability to work independently and handle confidential financial information
Preferred Qualifications
Experience managing credit limits and credit terms
Familiarity with AR aging analysis and cash flow monitoring
Experience in a B2B or service-based environment
💡 Quick Summary
Seeking a career-building opportunity? The Customer Service Invoicing Coordinator position is now open for candidates interested in the Accountant Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
