What are the responsibilities and job description for the Invoicing Specialist position at Reliable Heating & Air?
Join the Nation's #1 Trane Dealer: Reliable Heating and Air is growing, and we are looking for an Invoicing Specialist to join our team! We offer a very competitive salary, opportunity to grow and full benefit. We care deeply about training and development. Apply now for an opportunity to join the team today!
Summary
We are looking for a detail-oriented and organized individual for the role of Invoicing Specialist. The successful candidate will be responsible for managing all aspects of the invoicing process, ensuring accuracy, timeliness, and compliance with company policies and procedures. Responsibilities will include reviewing and processing technician service invoices, answering external customer calls, providing information, and resolving routine account issues while maintaining positive relationships with clients and internal stakeholders by providing clear and accurate invoicing documentation. The Invoicing Specialist will also support the Credit & Collections department’s efforts in maximizing accounts receivable turnover and minimizing the risk of loss.
Essential Functions
Reliable is proud to be an equal opportunity employer, celebrating diversity and creating an inclusive environment for all employees. We do not discriminate in our employment practices based on race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy or related condition, marital status, military or veteran status or any other basis protected by federal, state, or local law.
Summary
We are looking for a detail-oriented and organized individual for the role of Invoicing Specialist. The successful candidate will be responsible for managing all aspects of the invoicing process, ensuring accuracy, timeliness, and compliance with company policies and procedures. Responsibilities will include reviewing and processing technician service invoices, answering external customer calls, providing information, and resolving routine account issues while maintaining positive relationships with clients and internal stakeholders by providing clear and accurate invoicing documentation. The Invoicing Specialist will also support the Credit & Collections department’s efforts in maximizing accounts receivable turnover and minimizing the risk of loss.
Essential Functions
- Preview and import invoices into Service Titan
- Edit invoices to correct department & billing codes for proper revenue flow.
- Adjust invoices for missed discounts (e.g., agreement customers, senior citizen & military discounts).
- Correct technician mistakes (e.g., invoices applied to wrong customer)
- Apply credit card, check, cash payments.
- Provide Reliable service for our customers, and support for our CSR’s.
- Email and or mail customer invoices with outstanding balances (Current, 30-90)
- Ensure all un-invoiced and cancelled dispatches are “invoiced” or closed out for month-end closing.
- Reclassify erroneous miscellaneous funds.
- Collection of customer credit card numbers and maintenance of credit card file
- Invoice rental buyouts, maintain record of payoff, capitalized cost, accumulated depreciation, and capital gain/loss.
- Fill out W9 requests and responding to requests for certificate of liability insurance
- Bill out installs and rental invoices. Posting technician job costs for commission payout.
- Backup to Cash Application specialist - Daily check/cash deposit and post online to bank.
- Backup to all other departmental billing
- Preview and import invoices into Service Titan.
- Edit invoices to correct department & billing codes for proper revenue flow.
- Provide Reliable service for our customers, and support for our CSR’s.
- Other duties as assigned
- High School diploma or GED, and one to three months of related experience and/or training, or equivalent combination of education and experience
- Invoicing experience (2 years)
- Critical Thinking and Problem-solving skills
- Adept learner
- Ability to multi-task in a fast-paced environment
- Proven ability to process high volumes of work with great accuracy.
- Basic knowledge of Microsoft Office applications (Outlook, Excel, Word). Service Titan experience a plus
- Excellent written and verbal communication skills
- A can-do attitude with a high degree of integrity, sense of urgency and attention to detail
Reliable is proud to be an equal opportunity employer, celebrating diversity and creating an inclusive environment for all employees. We do not discriminate in our employment practices based on race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy or related condition, marital status, military or veteran status or any other basis protected by federal, state, or local law.
Salary : $36,900 - $46,700
