Billing & Receivables Associate

Job Summary

We are looking for a detail-oriented Billing & Receivables Executive to support the monthly billing operations for solar Open Access and C&I projects. The candidate will be responsible for preparing customer invoices, maintaining billing records, updating revenue and generation reports, tracking receivables, and coordinating with customers for payment collection. The role requires strong analytical skills, excellent knowledge of Microsoft Excel and Tally, and the ability to handle multiple billing activities with high accuracy.

Key Responsibilities

Billing Operations

• Collect and collate monthly meter readings received from various sites and customers.
  
• Verify the accuracy and completeness of meter reading data before billing.
  
• Update billing master Excel sheets with meter readings and generation data.
  
• Prepare invoice data as per approved billing formats.
  
• Generate customer invoices using Tally ERP.
  
• Ensure invoices are prepared accurately and within prescribed billing timelines.
  

Tally Operations

• Create Sales Invoices in Tally.
  
• Prepare Debit Notes and Credit Notes whenever required.
  
• Maintain customer ledgers and verify accounting entries.
  
• Ensure proper accounting of all billing transactions.
  

Reporting

• Update monthly generation reports.
  
• Maintain revenue tracking Excel files.
  
• Update billing trackers and commercial MIS reports.
  
• Maintain customer-wise billing history and invoice records.
  
• Prepare periodic billing and revenue summaries for management.
  

Receivables & Collections

• Update Accounts Receivable (AR) statements.
  
• Track outstanding customer payments.
  
• Follow up with customers through email and telephone regarding pending invoices.
  
• Coordinate with internal teams to resolve customer billing queries.
  
• Maintain payment follow-up records and collection status.
  

Calculations & Commercial Support

• Perform customer savings calculations using predefined formulas.
  
• Calculate energy savings, billing adjustments, and commercial values as required.
  
• Verify billing calculations before invoice generation.
  
• Assist in reconciliation of customer invoices and payments.
  

Documentation

• Maintain proper records of invoices, debit notes, credit notes, and supporting documents.
  
• Ensure all billing-related documents are organized for internal and statutory audits.
  

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Qualification

• B.Com (Mandatory)
  
• M.Com will be an added advantage.
  

Experience

• 0–3 years of experience in Billing, Accounts Receivable, Commercial Operations, or Finance.
  
• Experience in Tally and Microsoft Excel is mandatory.
  
• Experience in the renewable energy/solar industry is preferred but not mandatory.
  

Required Skills

Technical Skills

• Excellent knowledge of Microsoft Excel, including:
  
• Advanced formulas
  
• Pivot Tables
  
• VLOOKUP/XLOOKUP
  
• SUMIFS
  
• IF functions
  
• Data validation
  
• Basic dashboards and reporting
  
• Good working knowledge of Tally ERP.
  
• Basic understanding of accounting principles.
  
• Ability to work with large datasets accurately.
  

Soft Skills

• Strong analytical and numerical ability.
  
• High attention to detail.
  
• Good communication and customer follow-up skills.
  
• Ability to work within strict monthly deadlines.
  
• Good organizational and time management skills.
  
• Team player with a proactive attitude.
  

Key Performance Indicators (KPIs)

• Timely completion of monthly billing.
  
• Accuracy of invoices generated.
  
• Accuracy of revenue and generation reports.
  
• Timely updating of receivable statements.
  
• Collection follow-up effectiveness.
  
• Reduction in billing errors and customer disputes.
  
• Timely preparation of Debit Notes and Credit Notes.
  
• Accuracy of savings calculations and commercial reports.
  

Preferred Attributes

• Fast learner with strong logical and analytical skills.
  
• Comfortable working with repetitive data while maintaining high accuracy.
  
• Willingness to learn solar billing concepts and Open Access commercial processes.
  
• Ability to handle multiple customer accounts simultaneously.