Major Roles And Responsibilities
1. Track Accounts Receivable and Revenue:
◦ Monitor and track all accounts receivable and revenue to ensure accuracy and timely collection.
2. Invoice Preparation and Registration:
◦ Properly register and prepare advance invoices for all invoice requisitions from the sales floor.
◦ Review invoice requisitions to ensure all necessary information is included.
◦ Determine the deal type and the appropriate company for invoicing.
◦ Prepare advance invoices and maintain updated deal registration records.
3. Record Management:
◦ Compare deal details in Zoho with PopLeads records to ensure consistency.
◦ Issue final invoices and send delivery notes as required.
◦ Register all final invoices in Zoho for record-keeping and tracking purposes.
4. Revenue Tracking:
◦ Assist in revenue tracking for payments received with missing details and for received online payments.
◦ Conduct monthly revenue check-ups.
5. Refund Management:
◦ Manage refund-related activities, including receiving activity related to specific campaigns.
◦ Check campaign details and deal payment status.
◦ Approve deal refunds based on internal procedures.
6. Support to Sales Department:
◦ Provide support to the Sales department with related queries and issues as needed.