Billing & Collection Executive (CLCCL)

Job Description

Job Summary

Job Title: Billing Collection Executive

Location: Mumbai, Goregaon (E)

Department: Accounts / Finance

Reporting To: Accounts Manager

Position Overview

The Billing Collection Executive is responsible for preparing accurate customer invoices, maintaining billing records, following up on outstanding payments, and ensuring timely collections. The role also involves coordinating with the Sales, Operations, and Accounts teams to resolve billing-related issues and maintain healthy customer relationships.

Key Responsibilities

• Prepare and generate customer invoices accurately and within the defined timeline.
• Ensure all supporting documents (PODs, trip sheets, LRs, quotations, etc.) are attached before billing.
• Verify billing details such as freight charges, GST, route details, trip information, and customer rates.
• Share invoices and supporting documents with customers through email or customer portals.
• Maintain accurate billing records and update billing status regularly.
• Follow up with customers for outstanding payments through calls, emails, and messages.
• Maintain an updated ageing report and monitor overdue accounts.
• Coordinate with customers to resolve billing discrepancies, debit notes, short payments, or documentation issues.
• Work closely with the Sales and Operations teams to resolve customer queries affecting collections.
• Ensure timely collection of outstanding payments as per agreed credit terms.
• Prepare daily, weekly, and monthly billing and collection reports.
• Reconcile customer accounts and maintain payment records.
• Assist in month-end closing activities related to billing and receivables.
• Maintain proper documentation and filing of invoices, receipts, and collection records.
• Escalate long-pending outstanding cases to the reporting manager for necessary action.
• Ensure compliance with company policies, GST requirements, and customer billing procedures.

Required Qualifications

• Bachelors degree in Commerce (B.Com), Finance, Accounting, or a related field.
• 1-3 years of experience in billing, accounts receivable, or collections. Experience in the transportation or logistics industry is preferred.

Required Skills

• Good knowledge of billing processes and accounts receivable.
• Understanding of GST and invoice documentation.
• Strong follow-up and negotiation skills.
• Good communication and customer handling abilities.
• Proficiency in MS Excel and ERP/Tally or other accounting software.
• Strong attention to detail and accuracy.
• Ability to work under deadlines and manage multiple customer accounts.
• Good coordination skills with internal departments.

Key Performance Indicators (KPIs)

• Timely invoice generation.
• Billing accuracy.
• Collection of outstanding payments within credit terms.
• Reduction in overdue receivables.
• Accuracy of customer account reconciliation.
• Resolution of billing disputes within the defined timeline.
• Timely submission of billing and collection reports.
• Customer satisfaction in billing and payment coordination.

More Info

Education