Accounts Receivable

• Generate and issue timely and accurate invoices in QuickBooks Online, Interpreter Intelligence, and other billing platforms
• Ensure all invoices align with service documentation, contracts, and billing terms
• Submit invoices through customer-specific portals such as Office Ally, IEHP Secure, and others
• Resubmit and adjust invoices as needed based on customer requirements or internal updates
• Take full ownership of the accounts receivable portfolio, monitoring aging reports and collecting outstanding balances
• Proactively follow up with customers on overdue invoices through email, phone, and statements
• Track collection activities and escalate unresolved balances as needed, maintaining detailed communication records
• Collaborate with the Controller to reduce DSO and meet cash collection targets
• Identify chronic payment issues and work cross-functionally to improve billing and collections processes
• Act as the primary point of contact for invoice disputes and payment discrepancies
• Investigate issues by coordinating with the Scheduling, Verification, and Customer Service teams
• Correct and reissue invoices as necessary to ensure resolution and maintain positive client relationships
• Document all dispute resolutions and update system records accordingly
• Apply customer payments accurately and in a timely manner to open invoices
• Reconcile customer accounts and follow up on short pays, overpayments, and unapplied funds
• Assist with bank reconciliations and month-end close processes
• Maintain up-to-date AR records and provide weekly aging and collections status reports to leadership
• Manage AR-related tickets and communication through HubSpot and other internal platforms
• Support audit preparation and respond to inquiries related to AR and billing
• Identify gaps in billing, collections, and customer communication workflows and recommend improvements
• Support implementation and adoption of AR automation tools like YayPay
• Ensure adherence to company policies, customer contracts, and regulatory requirements in all billing practices

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