Duties and responsibilities
E-Billing Invoicing
- Submit CMS invoices and credit notes electronically
- Upload invoices on various e-billing software/systems/portals
- Attend to e-billing queries, reconciling of accounts
- Attend to consolidated billing per the process for relevant accounts
- Liaise with partners, staff members and e-billing clients
- Resolve queries within 3 days
- Follow up in respect of rejection of invoices and queries
- Submit invoices to portal for payment accurately
- Ensure all special statements (SP statement) are sent to clients within the first four working days of the month
E-Billing Clients
- Manage and maintain e-billing accounts, update details and standing instructions as required
- Ensure client payment terms are correctly reflecting
- Ensure new e-billing accounts set up and administered per the take-on process
- Ensure timekeeper rates are up to date and budgets are submitted per the e-billing client calendar
- Set up accounts for new e-billing clients
- Complete client/due diligence forms when requiredAccounting Tasks
- Reconciliation of statements and invoices
- Attend to payment queries (ie: refunds, allocations)
- Identify and request discounts and other write-offs following the process appropriately
- Attend to allocation of funds received to applicable accounts on request ensuring completion before month end.
- Attend to rebate calculations and ensure client utilizes these rebates within 6 months
- Record communication/interactions with clients on the Collections Module
- Identify overdue accounts and escalate as required
- Prepare and send reminders to clients as required
- Maintain and monitor record of e-billing and associated costs
- Attend to month-end tasks per the defined workflow
- Build relationships with clients, Partners, and staff members
E-Billing Master Maintenance
- Maintain e-billing client list
- Ensure new e-billing accounts are added to the list and set up accordingly
- Ensure name of portal and website address is linked to client
- Maintain password document