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Job Type
Internship
Description
The Billing Processor Intern (part-time) is a key member of the revenue cycle within the Bay Family of Companies’ General Accounting Team.
Responsibilities
• Reviews warehouse and direct sales orders, posting customer invoices by resolving discrepancies following the Billing Department and Company’s established policy and procedures.
• Verify quantities for each shipment within our ERP Software from Picking list to posting screen.
• Run a Billing edit report and resolve all exceptions prior to posting across all business lines.
• Place sales on hold for corrections and verifications, while initiating timely follow-up to ensure continuous delivery of invoicing to our customers.
• Research customer returns seeking approval for requests exceeding established limits.
• Data enters all approved sales adjustments and credit/rebills.
• Keep Supervisor informed of WIP – Work in Progress, processing needs, and escalations.
• Manually indexes backup emails and scans into our PDF viewer companion application.
• Completes weekly reporting to capture missing sales and timely follow-up.
• Receives and validates state sales tax exemption certificates for resale and jobs, ensuring all information is captured appropriately to identify the job and locate the exemption certificate for audits.
• Completes filling of completed work electronically and hard copy as required.
• Receives approved customer setup forms and enters within the system following procedural. requirements, incorrect entries impact customer billing, statements, and reporting.
• Enters new invoicing into our customer’s EDI portals.
• Completes ERP system research and notational standards with every customer contact, internal and external.
• Complete calls with divisions and internal departments as needed to resolve inquiries.
Requirements
Qualifications:
• Accounting student, or enrolling in accounting/finance program in school
• 2 years of data entry experience, preferred
• Billing, invoicing, or experience in Microsoft D365 ERP Software platform a plus
