Key Responsibilies

1. Payment Follow-Up

 Conduct mely payment follow-ups with clients through email and phone.

 Maintain a payment follow-up tracker with invoice date, due date, outstanding amount, and payment status.

 Follow up with clients before and a er the payment due date.

 Coordinate with the Accounts and Sales teams regarding outstanding payments.

 Obtain and maintain payment confirmation/remittance details from clients.

 Escalate overdue and long-pending payments to the concerned manager.

2. Client Communica on

 Handle qualified email communica on with clients regarding invoices, payments, documents, and account-related queries.

 Respond to client queries promptly and professionally.

 Coordinate with internal departments to resolve invoice or payment-related issues.

 Maintain regular communication with clients until pending matters are successfully closed.

3. MIS Reporting

 Prepare and maintain regular MIS reports related to:

Invoice submission , Outstanding payments ,Payment received ,Overdue invoices ,



Pending invoices ,Client-wise outstanding ,Ageing reports.

 Update MIS trackers accurately and on me.

 Share daily/weekly/monthly reports with management as required.

 Highlight overdue payments and cri cal pending invoices to the concerned team.

4. Invoice Filing & Record Management

 Maintain systema c digital and physical filing of invoices and supporting documents.

 Ensure all invoice-related documents are properly categorized and easily accessible.

 Maintain records of client correspondence related to invoices and payments.

 Ensure documenta on is accurate, complete, and up to date.

5. Internal Coordination

 Coordinate with Accounts, Sales, Opera ons, and Management for invoice and payment-related activities.

 Follow up internally for missing documents, approvals, or invoice correc ons.

 Ensure invoices are submi ed and payments are followed up within defined timelines.

Pay: ₹20,000.00 - ₹25,000.00 per

📌 Back Office Executive (Kandivali East)
🏢 PLUTUS VENTURES
📍 Kandivali East