Some of the duties may be carried out by the Credit Controller, rather than the Sales Ledger clerk, if the company is big enough to have this segregation. Again, this is only a generic description and some duties may not apply or may have been omitted.
- Match dispatch notes to customer orders
- Produce sales invoices
- Allocate customer payments to the correct invoices
- Prepare bankings
- Produce Aged Debt Report
- Send out Customer Statements (either to all customers or just those with overdue accounts)
- Write off bad debts