03 Oct
Administrative Assistant/Customer Service
New York, Rochester , 14602 Rochester USA

Customer Service

Receive purchase orders / online orders / called in orders from the customers

Review the item(s) ordered and make sure QuickBooks has the current prices in the system

Type up sales order

If necessary, purchase items from vendors to complete the customers’ orders.

Many orders are credit card orders. Complete the credit card payments prior to shipping

Accounts Receivable

Invoicing

Submitting invoices and tracking information to the customer

Contacting customers regarding payments that are due / past due

Deposits Checks will come in the mail

The CPA will contact you regarding payments received

Compare deposits from customers to customer invoice(s)

Removing the customers invoices from the open receivables file and recording payment

Record the payments from the customers into QuickBooks

Depositing funds into the bank account

Purchasing

Order items from the vendors to full fill the customers’ orders / and or order for stock

If the order is a Drop Shipment, complete the necessary paperwork.

If the order is a freight shipment, when the item is ready to ship, arrange transportation and complete the necessary paperwork

Most of the purchasing is tied with the customers orders.

When shipped – complete the customers invoicing and tracking information

Payables

Receive bills from the vendors.

If the invoice is a drop shipment, invoice the customer as above.

Compare the Vendors invoices with the purchase order to verify if the order is shipped complete

Verify the price on the invoice corresponds with the purchase order price.

Enter the payable into Quickbooks

Filing

Assist CPA with information as requested


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