Actionstep

Accounts Receivable

• Actionstep is a SaaS company specialising in Legal Practice Management software with global customers.
• Maintain invoicing, receivables, reconciliations, and collections across the full AR lifecycle.
• Work aged debt and implement strategies to manage overdue payments and minimise debt exposure.
• Maintain regular contact with customers, sending reminders and following up on outstanding balances.
• Manage the accounts inbox and capture all relevant information in financial systems.
• Respond to clients and internal stakeholders resolving queries promptly and efficiently.
• Take ownership of end-to-end AR activities including receipting customer payments for all entities.
• Generate and issue accurate and timely invoices per billing schedules or contracts.
• Prepare consolidated monthly billing spreadsheets to support specific accounts.
• Investigate disputes/customer issues and process credit notes as required.
• Manage and resolve issues identified during customer contact to ensure prompt collection.
• Assess delinquent customer accounts and work on bad debts to be written off.
• Perform regular account reconciliations, ensuring payments and credits correctly applied.
• Maintain customer records including contact details, billing preferences, and credit limits.
• Prepare AR reports and provide regular updates on aged debt, cash collections, and risk accounts.
• Support the month-end close by ensuring AR transactions are recorded and reconciled.
• Assist with continuous improvement of systems, controls and working practices.
• Develop and maintain awareness of applicable tax regulations across entities.
• Liaise closely with Sales and Support teams and undertake other reasonable duties as required.
• Build and maintain strong working relationships with internal and external parties.
• Attend and contribute to customer, partner and internal meetings to add value.
• Actively pursue professional development and industry best practices.
• Participate in continuous improvement of Finance processes and share knowledge.
• Follow Health & Safety procedures and participate in safety initiatives.

Accounts Receivable Specialist