SALES LEDGER CLERK

Key Responsibilities Generate, process and sending out sales invoices on a weekly, four-weekly, and monthly basis for local authority funders and private clients, including uploading invoices to relevant customer portals where required. Manage invoicing for the following services provided by Symbol Family Support Services: Day Services Outreach Services Short Breaks Supported Living Respite Family Assessments Recharges, including client mileage and expenses Work closely with Service Managers and the Supported Living Manager to ensure client and funder information is accurately recorded and maintained, enabling timely and accurate invoicing. Act as a main contact for KCC including debt chasing, purchase order management and query resolution. Produce customer statements as required. Carry out daily credit control activities, including monitoring outstanding debts and following up overdue payments as well as providing weekly updates to the Financial Controller on invoicing performance, outstanding debt, and credit control issues. Take ownership of invoice and payment query resolution, collaborating with colleagues, funders, and clients to achieve timely outcomes. Regularly review debtor accounts and proactively identify opportunities to improve debt recovery. Manage bank transactions, including the allocation and reconciliation of incoming receipts and outgoing payments including completing weekly bank reconciliations. Upload invoices on to the Facflow platform and reconcile at month end. Ensure all tasks are completed in line with monthly deadlines and support month-end processes, including providing information to the Financial Controller to assist with the preparation of income accruals. Take responsibility for the Petty cash, distributing out clients’ funds and maintaining their individual ledgers, ensuring all cash in and out is accurately logged and reconciled. Reconcile shop receipts from lightspeed to Xero, investigating any discrepancies. Help with ad hoc projects as required. Requirements Experience in Credit Control Excellent written and verbal communication skills Intermediate MS Excel skills and confident with the use of IT and Microsoft Office products Good time management and ability to adhere to key accounting deadlines Customer service skills Previous experience with Xero (or similar accounting software) Preferred Skills Previous experience in a similar role would be desirable Experience with Lightspeed, Xero, Nurse buddy, Nourish, KCC and other local authority portals. AAT studying / qualified

The role involves generating and processing sales invoices for local authority funders and private clients while managing credit control and debt recovery. Additionally, the clerk is responsible for bank reconciliations, petty cash management, and supporting month-end financial processes.

Candidates should have experience in credit control and proficiency with Xero or similar accounting software and MS Excel. Strong communication, customer service, and time management skills are essential for meeting accounting deadlines.

• Gestion du tempsSouhaitée
• Service à la clientèleSouhaitée
• Microsoft ExcelSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Credit Control
• Sales Invoicing
• Xero
• Microsoft Excel
• Bank Reconciliation
• Debt Recovery
• Customer Service
• Purchase Order Management
• Petty Cash Management
• Financial Reporting
• Communication Skills
• Time Management

• Finance & Accounting
• Social Services
• Administrative
• Customer Service & Support

Formation minimale

Diplôme professionnel

Expérience minimale

0+ ans

Postuler avant le

16 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Entry level