Accounts & Billing Collections Associate

1 week ago

Bengaluru, India Engati Full time

Experience: 0–2 years

Education: Graduation required; Finance preferred


Role summary:


Support Engati’s billing and accounts receivable. Prepare accurate invoices, follow up on payments, match receipts to invoices, and keep records ready for audits for both India and international customers.


Responsibilities:


  • Billing and invoicing: Generate monthly invoices for subscriptions and usage (voice minutes, WhatsApp, Google Rich Communication Services, and telephony). Check prices, discounts, and taxes before sending. Attach usage reports. Issue corrected invoices or credit notes after approvals.
  • Collections: Send reminders, make follow-up calls/emails, record promises to pay, and escalate risks to the team. Support simple payment plans after internal approval.
  • Cash application and reconciliations: Download daily settlements from payment gateways and banks, apply each receipt to the right invoice, and clear short payments or unknown receipts within the agreed timeline. Reconcile Stripe and bank statements.
  • Taxes and compliance (supporting role): Help create Goods and Services Tax (GST) compliant invoices, manage e-invoicing and the e-invoice reference number, verify Tax Deducted at Source (TDS) details and collect certificates. For exports under a Letter of Undertaking, organise Foreign Inward Remittance Certificates or Bank Realisation Certificates.
  • Usage and partner pass-throughs: Collate monthly usage from systems and partner portals (e.g., WhatsApp, Google messaging, telecom partners). Match partner costs to customer billing and flag any gaps that affect margins.
  • Reporting and month-end close: Update weekly reports on collections health, aging of unpaid invoices, and open disputes. Prepare month-end schedules, including lists of unapplied cash and disputes.
  • Purchase orders and customer portals: Track purchase order status and balances. Upload invoices and back-ups to customer portals and resolve any rejections.
  • Customer setup and renewals: Maintain customer master data (billing contacts, tax details, payment terms). Prepare renewal pro-formas and ensure invoices are released on time.
  • Processes and systems: Keep standard operating procedures and checklists current, raise data issues in the customer relationship management system or billing system, and keep folders structured and audit-ready.
  • Collaboration: Work with Sales and Customer Success on purchase orders, renewals, and disputes; coordinate with Finance, Legal, Revenue Operations, and Product teams on pricing or usage-metering issues.


Required qualifications and skills:


  • Graduation required; Finance specialisation preferred
  • 0–2 years in billing, accounts receivable, or collections (internships count)
  • Basic understanding of invoicing, GST, e-invoicing, and TDS is a plus
  • Strong Excel/Google Sheets skills; comfortable using accounting tools and a customer relationship management system (e.g., Salesforce)
  • Clear written and verbal communication; firm yet customer-friendly approach to collections
  • Detail-oriented, organised, dependable, and eager to learn


Tool:


Excel or Google Sheets; Stripe; government e-invoice portal; Salesforce or another customer relationship management system.


Success metrics:


  • On-time billing and invoice accuracy
  • Percentage of payments collected by due dates; average days taken to collect payments
  • Aging of unpaid invoices (especially those pending over 60–90 days)
  • Number of disputes and the time taken to resolve them
  • Amount of receipts not yet matched to invoices, cleared within the agreed timeline

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