Xcel Insurance Surveyors And Loss Assessors India

Role & Invoice Preparation and Issuance: Generate Invoices : Prepare and issue invoices for surveying services provided, including detailed descriptions of the work performed, rates, and terms. Accuracy Check : Ensure invoices accurately reflect the services rendered, contractual agreements, and any applicable taxes or fees. 2. Record Maintenance: Update Records : Maintain accurate records of all invoices issued, payments received, and adjustments made. Track Service Orders : Keep track of service orders and their billing status to ensure timely invoicing and payment processing. 3. Payment Processing: Manage Payments : Process payments received from clients, including checks, electronic transfers, and credit card transactions. Apply Payments : Accurately apply payments to the appropriate invoices and update the clients account balance. 4. Account Reconciliation: Reconcile Accounts : Regularly reconcile accounts receivable records with the general ledger to ensure accuracy. Review Aging Reports : Monitor accounts receivable aging reports to track overdue invoices and manage the collection process effectively. 5. Reporting: Prepare Reports : Generate reports on AR performance, including aging reports, cash flow projections, and invoice status. Provide Insights : Share insights with management regarding receivables, potential issues, and financial performance. Preferred candidate profile