Job Description – Invoicing Executive
Job Summary:
The Invoicing Executive is responsible for accurate and timely invoice generation, portal uploads, dispatch documentation, and coordination with logistics and customers. The role ensures compliance with customer requirements (especially OEM portals like M&M), maintains records, and supports reporting activities.
Key Responsibilities:
1. Invoicing & Billing
Generate invoices as per dispatch schedule and customer requirements
Ensure accuracy in pricing, quantity, taxes, and documentation
Maintain invoice records systematically
2. ASN (Advance Shipment Notice)
Prepare and submit ASN as per customer portal requirements
Ensure alignment between invoice, dispatch, and ASN data
3. Portal Management (M&M Portal)
Upload invoices on Mahindra & Mahindra (M&M) portal
Resolve portal-related discrepancies or rejections
Track invoice status and ensure timely submission
4. Reporting (MDA & ODS)
Prepare and maintain MDA reports
Generate and share ODS Report / Stock Ledger Report with concerned person (e.g., Raj Mane)
Ensure timely submission of reports
5. Data Management (Excel)
Maintain Transporter Data in Excel
Maintain BOLTA Data (or dispatch-related records)
Ensure data accuracy and proper file management
6. Dispatch Documentation
Prepare Pallet Papers and related dispatch documents
Coordinate with dispatch/logistics team for smooth shipment process
7. Miscellaneous Activities
Handle additional support work (~45 minutes daily) related to accounts, dispatch, or reporting
Assist in audits, reconciliations, and internal requirements
Required Skills & Competencies:
Good knowledge of invoicing & GST basics
Experience in customer portals (OEM portals preferred)
Strong proficiency in Microsoft Excel
Attention to detail and accuracy
Basic understanding of logistics & dispatch process
Good coordination and communication skills
Qualification & Experience:
Qualification: B.Com / M.Com / Graduate
Experience: 1–2 years in invoicing / billing / dispatch operations