Invoicing preparation and new accounts


Ensure that all unbilled shipments are verified before the attending to the invoice run


Weekly invoices are generated once a spot check has been done to ensure correct charges have pulled through


A spot check is done on Parcel Perfect in order to ensure no shipments have been left unrated and invoiced


Setup new accounts correctly on Parcel Perfect ensuring rates and surcharges are loaded


Confirm details on Parcel Perfect with the new client by telephone


Loading of rates on Parcel Perfect


Setup new users for online customers


 Administration


Billing copies of the waybills are double checked once the data capturer has processed the waybill in order to minimize credit notes


Ensuring filling is sent to the warehouse for record purposes


Constant communication is kept with the client via email and telephone


Effective handling of accounts


On a daily basis attend to notes made on Parcel Perfect by different users with regards to any billing issues


Attend to customer queries and take relevant action


Administer Reports


Reports are pulled on a daily basis to identify any problems where a shipment is not rating


This is done when a new client is new to the service and the rates needs to be manually updated on parcel perfect


An unbilled report is pulled on a daily basis in order to ensure no waybill has not been invoiced to the client


A daily report is sent to the Manager of a full breakdown of all activities


Managing Credit Notes


Once the clients queries have been attended to  a full analysis is done in order to establish whether or not a credit will be passed


Strict attention to detail is to be taken as not all queries qualify for a credit


Once credit notes have been drafted they are sent to the Manager for verification


 Ad Hoc
Assisting fellow workers when help is needed