Dedicated accounting role · Philippines
Accounts receivable.
Keep customer payments moving.
Hire an accounts receivable specialist in the Philippines to keep customer invoices, incoming payments, and outstanding balances organized. Build dedicated support for the full receivables cycle, from accurate billing to a clear view of what your customers still owe.
The workflow at a glance
Every step.
A clear handoff.
01
Bill accurately
Prepare customer invoices from approved orders, contracts, or billing schedules.
02
Apply receipts
Match incoming payments and remittance details to the correct invoices.
03
Resolve open items
Track short payments, disputed charges, and overdue balances.
04
Reconcile and report
Reconcile the customer ledger and prepare a useful aging and exceptions report.
An example workflow, tailored during scoping.
Responsibilities
A clear scope.
Useful support.
01
Customer invoicing
Prepare and issue invoices using your approved pricing, terms, and billing instructions. Check the supporting documents and customer details before release.
02
Cash application
Match receipts to customer accounts and open invoices. Identify unapplied cash, deductions, short payments, and missing remittance information.
03
Aging and follow-up
Maintain receivables aging reports, send approved reminders and statements, and record promised payment dates and the next action for each account.
04
Billing queries and disputes
Investigate invoice questions, gather delivery or contract records, and coordinate with your sales and operations teams. Route proposed credits and adjustments for approval.
05
Customer account reconciliation
Compare the receivables subledger, customer statements, and agreed control-account records. Investigate differences and prepare supported corrections for review.
06
Close and cash reporting
Prepare month-end receivables schedules, unapplied-cash summaries, and follow-up reports. Give your finance team visibility into outstanding balances and unresolved items.
The skills that make the difference
Match the person
to the actual work.
Use a sample customer ledger and remittance advice during the interview. Ask the candidate to allocate receipts, identify a disputed balance, explain the aging report, and draft a professional follow-up message.
- Cash-application accuracy. Look for experience reading remittance advice, allocating partial payments, and tracing unidentified receipts.
- Customer communication. Clear, professional writing and confident conversations help resolve queries without losing sight of the customer relationship.
- Receivables analysis. The role should understand aging buckets, overdue balances, disputed items, and how to explain movements in the ledger.
- Spreadsheet and system fluency. Assess reconciliations, lookups, pivot tables, and practical work in your accounting or ERP platform.
- Investigative follow-through. A strong candidate can trace an invoice back to the order, payment, or adjustment and keep an evidence trail.
- Commercial judgment and escalation. The specialist needs to recognize when an account issue requires a sales contact, finance reviewer, or credit decision.
Working well together
Preparation. Review.
Clear responsibility.
Your business sets customer credit limits, payment terms, collection policies, and escalation rules. Your authorized team approves credits, refunds, write-offs, settlements, and changes to customer terms. The accounts receivable specialist prepares the records, follows up, and documents the items that need a decision.
Agree reporting around invoice accuracy, unapplied cash, overdue balances, and the age of unresolved disputes. Review these alongside billing volume and customer circumstances so the reporting reflects the work the role can influence.
Inside our Clark, Philippines office.
From first conversation to everyday support
A thoughtful start.
A working rhythm.
01
Define the work
Share your workload, software, deadlines, and the responsibilities you want to hand over.
02
Find the right fit
Agree the experience needed, review candidates, and define how success will be assessed.
03
Build the routine
Set access, training, approval points, working hours, and a regular review with your team.
Questions, answered
A little clarity
before we begin.
How is an accounts receivable specialist different from a collections specialist?
Accounts receivable covers billing, cash application, customer account reconciliation, and receivables reporting as well as follow-up. A collections specialist concentrates more deeply on overdue accounts, customer contact, payment commitments, and escalation. We can scope either role or define a clear handoff between them.
Can the role focus on billing or cash application only?
Yes. You can assign a specific queue, customer group, or part of the receivables cycle. Share your invoice and receipt volumes, complexity, deadlines, and review process so the role matches the actual workload.
Can the specialist work in our existing accounting software?
Tell us whether you use QuickBooks, Xero, NetSuite, Sage, SAP, Microsoft Dynamics, or another platform. The systems and tasks you need guide the candidate profile and practical assessment; experience is confirmed for each candidate.
Who handles disputes, credit notes, and write-offs?
The specialist gathers the supporting records, tracks the issue, and prepares the requested adjustment. Your designated approvers decide whether to issue a credit, change terms, settle a balance, or write it off.
How will the role work with our sales and finance teams?
Define the contacts for billing questions, disputes, account decisions, and reporting. During onboarding, agree communication channels, coverage hours, response expectations, and a shared open-item log.
What should we share to scope the role?
Start with monthly invoice and receipt volumes, customer count, currencies, accounting software, aging profile, billing arrangements, and expected working hours. These details help establish the experience level and responsibilities.
Related roles and services
Specialist support.
A connected finance team.
A clearer next chapter
Build the support.
Make room for what’s next.
Tell us about your accounting work, your systems, and the team you want to build in the Philippines.