What does a Bill.com Accounts Receivable specialist do?
A Bill.com Accounts Receivable specialist manages the full cycle of customer invoicing and payment application within the BILL platform. This role focuses on configuring automated workflows to accelerate cash flow while maintaining accurate financial records. The specialist bridges the gap between sales activity and accounting reconciliation by ensuring every invoice reflects its true payment status. They handle both digital transactions processed through the system and manual entries for checks or wire transfers received outside the platform.
- Create and distribute professional invoices to customers using BILL Accounts Receivable tools, then monitor their status from sent to paid. Configure auto-charge settings for eligible clients to reduce manual follow-up and speed up collection times. Track overdue accounts and trigger automated reminders based on predefined aging schedules to keep receivables current without constant manual intervention.
- Record payments received through external channels such as checks, wires, or credit card terminals directly into the BILL system. Match these incoming funds to specific open invoices to update customer balances and clear outstanding debts accurately. Reconcile daily bank deposits against recorded AR activity to identify discrepancies and resolve unapplied cash issues before they impact month-end closing procedures.
- Maintain synchronization between BILL and connected accounting software like QuickBooks, Xero, NetSuite, or Sage Intacct. Verify that payment applications and credit memos transfer correctly to the general ledger to prevent duplicate entries or data errors. Document specific AR workflow configurations and approval policies to ensure consistent processing standards across the finance team and support audit readiness.
How to hire a Bill.com Accounts Receivable specialist on Upwork
Step 1: Post a job
Define your invoicing volume and payment application needs clearly to attract qualified candidates. The Job Post Generator powered by Uma™, Upwork's Mindful AI drafts a complete post from a few sentences about your requirements. You can write a new post, update a saved draft, or reuse an existing post to start the search.
- Specify whether the role involves creating invoices in BILL or only applying payments received through other channels.
- List the accounting software integrated with BILL, such as QuickBooks, Xero, NetSuite, or Sage Intacct, to confirm technical fit.
- State the expected weekly invoice volume and whether the freelancer must manage customer auto-charge setups.
Step 2: Evaluate candidates
Look for proof of experience reconciling open balances and recording external payments within the BILL platform. Uma can run instant video interviews and build shortlists with side-by-side comparisons to speed up this review.
- Check for examples of AR payment application records that show payments matched correctly to specific invoices.
- Verify familiarity with BILL permissions and approval policies for receivables processing in multi-user accounts.
- Confirm experience tracking invoice status and reconciling incoming AR activity against bank deposits or ledger entries.
Step 3: Interview your top choices
Discuss specific workflows for handling offline payments and resolving discrepancies in invoice balances. Interviews can be scheduled and conducted within Upwork Messages with an immediate transcript and summary after each one.
- Ask how they record AR payment entries when funds arrive outside the BILL system to ensure accurate ledger updates.
- Request a description of their process for reviewing credit memos and applying them against outstanding invoice balances.
- Discuss their approach to configuring customer auto-pay behaviors for eligible invoices to reduce manual follow-up.
Step 4: Agree on scope and begin work
Set clear milestones for invoice creation, payment application, and monthly reconciliation reports. Use Upwork Messages and the contract workroom for communication and project management, plus identity verification, payment protection, hourly tracking, and project funds for security.
- Define the deliverable as updated invoice payment status and open balance reconciliation in BILL for each billing cycle.
- Require operational documentation of AR workflow steps and configuration changes made within the BILL interface.
- Establish a routine for syncing BILL data with your primary accounting ERP to minimize manual entry errors.
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