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.

Outreach Services

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. 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. 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.

Experience in Credit Control Intermediate MS Excel skills and confident with the use of IT and Microsoft Office products Valuable time management and ability to adhere to key accounting deadlines Customer service skills Previous experience with Xero (or similar accounting software) Experience with Lightspeed, Xero, Nurse buddy, Nourish, KCC and other local authority portals.

📌 SALES LEDGER CLERK (Ontario)
🏢 Symbol UK - Speech and Language Therapy
📍 Ontario