Invoicing: Generating, reviewing, and sending accurate invoices to clients, ensuring they contain correct payment terms, amounts, and, if applicable, tax details.

Collections: Following up on unpaid or overdue invoices via phone or email to secure payment, managing the collection process.

Payment Processing: Matching incoming payments (check, credit card, ACH) to the correct invoice numbers and posting these receipts to the accounting system.

Reconciliation: Reconciling the Accounts Receivable ledger to ensure all payments are accurately accounted for.

Account Maintenance: Maintaining up-to-date customer files, including contact information and credit terms.

Reporting: Preparing aging reports (identifying which invoices are overdue) and providing daily/monthly summaries to management.

Credit Evaluation: Assessing new customer creditworthiness and reviewing credit limits for existing customers