Knowledge, qualifications and experience as a Debtors
Grade 12 with Accounting as a Subject – Added Advantage
A Higher Certificate in Accounting or equivalent would be advantageous
Knowledge and understanding of Accounting & systems processes is essential
Minimum 2 -3 years’ experience in finance, debtors & collections environment
Main purpose of the Job
To recover all monies owed to the Client
Phone debtors to follow up on outstanding payments
Ensure that account and contact details are correct.
Phone account related key contact individuals to facilitate payment.
Call Customers to remind of the need for payment.
Follow up to ensure payment arrangements are honoured.
Handle Account Queries
Respond to all emailed and telephonic queries received, seeing matters through to completion.
Use past correspondence to track the history of a query to establish the correct person to and to
establish past actions taken so as not to frustrate clients.
Check invoices to see that clients have been invoiced correctly.
Ensure customer satisfaction with results.
Assist billing clerks in submitting invoices that are applicable to certain debtors to the debtors.
Follow the customer specific process for submission as requested by customer. (e.g. e-mail, online portal).
Use the correct system for the correct debtor (mail system; portal or billing account).
Schedule monthly payments
Follow up on long outstanding debtors by discussing them with management for a decision on whether to
follow legal steps or to consider issues as bad debt.
Update management on the standing of outstanding monies, including feedback on collections.
Reconcile the age analysis.
Process clients who have given one months’ notice for cancellation.