PLANILLA MYPE
Core Responsibilities
Daily POD Processing
- Review all scanned PODs (typed and handwritten)
- Recalculate and validate quantities, add-ons, inventory fees, trip charges, and
sales tax
- Identify discrepancies against delivery schedules
- Create corrected POD documentation when needed
- Maintain organized monthly/client folder structure in shared drive
- Issue daily exception reports (missing PODs, math errors, incomplete stops)
Invoice Preparation
- Prepare all weekly and monthly invoices
- Attach supporting PODs and documentation
- Build monthly invoices incrementally to avoid month-end reconstruction
- Verify customer pricing, fees, tax status, and billing accuracy prior to submission
- Maintain clean billing records and audit trails
Accounts Receivable (AR) Management
- Maintain and update weekly AR tracking reports
- Send billing reminders and collections follow-up emails to customers
Make collections calls on past due accounts
Document customer communication and collection activity within ERP/accounting
systems
- Escalate aging account issues or payment disputes to management
- Assist with payment application verification and account reconciliation
Customer Communication and Support
- Send invoices upon approval
- Respond to billing questions, quantity discrepancies, and documentation
requests
- Provide POD backup and invoice support to customers as needed
- Support customer account maintenance and billing issue resolution