Sales Ledger Clerk Job Description

Job Title: Sales Ledger Clerk
Location: [Insert Location]
Job Type: [Full-Time / Part-Time / Temporary / Permanent]
Department: Finance
Reports To: Finance Manager / Accounts Receivable Supervisor

Job Overview:

We are seeking a detail-oriented and proactive Sales Ledger Clerk to join our finance team. The successful candidate will play a key role in maintaining the accuracy and integrity of the sales ledger and ensuring timely collection of outstanding invoices. This position is essential for supporting the financial health of the business by managing accounts receivable, processing sales invoices, reconciling accounts, and liaising with both internal teams and external customers.

Key Responsibilities:

• Maintain and update the sales ledger with accurate customer information and transaction records.

• Process sales invoices and credit notes in accordance with company procedures and client agreements.

• Ensure all invoices are issued promptly and accurately to facilitate timely payments.

• Monitor customer accounts to identify outstanding debts and follow up with clients to ensure timely payment.

• Reconcile customer accounts regularly and resolve any discrepancies or issues efficiently.

• Allocate incoming payments accurately to relevant customer accounts.

• Handle queries from customers regarding invoices, payments, and account balances in a professional and courteous manner.

• Liaise with the credit control team to escalate overdue accounts when necessary.

• Support month-end and year-end financial close processes by providing accurate data and reports.

• Assist in preparing aged debt reports and performance metrics for management review.

• Ensure compliance with internal controls, policies, and accounting standards.

• Maintain appropriate documentation and audit trails for all transactions.

Skills and Qualifications:

• Previous experience in a similar role within a finance or accounting department, particularly within sales ledger or accounts receivable.

• Strong numerical skills and attention to detail.

• Proficiency in Microsoft Excel and accounting software (e.g., Sage, SAP, QuickBooks, or similar).

• Excellent communication and interpersonal skills, with the ability to build relationships with internal departments and external customers.

• Highly organized with the ability to manage multiple tasks and meet deadlines.

• A proactive approach to problem-solving and process improvement.

• Basic understanding of financial and accounting principles.

• GCSEs (or equivalent) in Maths and English; AAT qualification (or studying towards) is desirable but not essential.

What We Offer:

• Competitive salary and benefits package.

• Opportunity to grow within a supportive and dynamic finance team.

• On-the-job training and professional development.

• Flexible working options (subject to role requirements).

• Modern office environment with access to employee wellbeing programs.

If you are a motivated individual with a strong eye for detail and a passion for numbers, we would love to hear from you. Join our team and contribute to the efficient financial operations of a thriving organization.

To apply, please submit your CV and a cover letter outlining your relevant experience and why you are the ideal candidate for this role.