Free AI-Powered Accounts Receivable Clerk Job Description Template (JD)

The primary duties of an Accounts Receivable Clerk include processing invoices, applying customer payments, following up on outstanding invoices, reconciling customer accounts, maintaining accurate records, resolving payment discrepancies, and generating regular aging reports. They also communicate with customers regarding account status and work closely with sales and other departments to resolve billing issues.

Typically, Accounts Receivable Clerks need at minimum a high school diploma, though an Associate's degree in accounting or related field is often preferred. Employers usually look for 1-3 years of AR experience, proficiency in accounting software like QuickBooks or NetSuite, strong Excel skills, and excellent attention to detail. Customer service experience is also valuable since the role involves client communication.

Accounts Receivable Clerks should be proficient in accounting software such as QuickBooks, NetSuite, Sage, or Microsoft Dynamics. Strong Excel skills are essential, including functions like VLOOKUPs, pivot tables, and data filtering. Familiarity with ERP systems, billing software, and electronic payment platforms is also valuable. Basic database skills and experience with document management systems can be beneficial as well.

Accounts Receivable Clerks can advance their careers in several directions. Common progression paths include moving up to AR Specialist, Senior AR Clerk, AR Supervisor, Collections Specialist, or AR Manager. With additional education and broader experience, they may move into general accounting roles, financial analysis, or credit management. Some may also transition to other areas of finance or accounting such as accounts payable or bookkeeping.

Key performance metrics for AR Clerks typically include: Days Sales Outstanding (DSO), the average time taken to collect payment; Aging Report metrics showing percentage of invoices past due; Collection Effectiveness Index (CEI) measuring collection success rate; cash application accuracy and timeliness; customer account reconciliation accuracy; and number of discrepancies or disputes resolved. Well-performing AR Clerks contribute to improved cash flow by maintaining low DSO and high collection rates.

Common challenges for AR Clerks include: dealing with difficult customers during collections; managing high volumes of invoices and payments during busy periods; resolving complex payment discrepancies that may involve multiple departments; maintaining accurate records when payment information is incomplete; balancing firm collection practices with maintaining positive customer relationships; adapting to new accounting software or system changes; and meeting month-end closing deadlines while continuing daily operations.

Technology has significantly transformed the AR Clerk role through automation of routine tasks such as invoice generation, payment reminders, and cash application. Modern AR software provides real-time aging reports, customizable dashboards, and automated workflows. Electronic payment systems have reduced paper checks, while OCR technology helps with data entry. Cloud-based systems enable remote work flexibility. These advances have shifted the AR Clerk's focus from manual processing to analysis, exception handling, and customer relationship management.

An Accounts Receivable Clerk typically handles day-to-day AR operations like processing invoices, applying payments, and basic customer inquiries. In contrast, an Accounts Receivable Specialist usually has more experience (3+ years) and handles more complex tasks such as managing collection strategies, resolving complicated disputes, conducting comprehensive account analyses, training junior staff, and implementing process improvements. The Specialist position may require advanced certifications and often involves more customer relationship management and interdepartmental coordination. While Clerks often focus on transactional work, Specialists take on more analytical and strategic responsibilities within the AR function.

In India, Accounts Receivable Clerks typically earn between ₹4,00,000 and ₹7,00,000 per year depending on experience, location, industry, and company size. Entry-level positions usually start around ₹3,00,000 to ₹4,00,000, while those with 3-5 years of experience can earn ₹5,00,000 to ₹7,00,000 annually. In metropolitan cities like Mumbai, Delhi, and Bangalore, salaries tend to be 15-20% higher than in smaller cities. AR Clerks in multinational corporations or industries like IT, banking, and manufacturing often receive better compensation packages compared to those in smaller businesses. Additional certifications and specialized skills in ERP systems can also positively impact earning potential.