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Accounts Receivable Specialist Interview
Questions

30 Accounts Receivable Specialist Questions and Answers by Bobbi Witt
| Bobbi has been a finance manager for over 15 years, with direct recruiting and hiring experience in her field.

Question 1 of 30

Do you have experience setting up auto-invoicing for customer accounts?

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Accounts Receivable Specialist Interview Questions

  1. 1.

    Do you have experience setting up auto-invoicing for customer accounts?

      The hiring authority is seeking further clues on your technical competency. It's one thing to use invoice templates as an A/R professional, but another skill to be able to customize these invoices and set up auto-invoices in a company's accounting software. Simply put, do you know how to set up recurring payments? Most accounting software allows businesses to set up automatic invoices or recurring invoices. Be ready to explain your proficiency in these systems.

      Bobbi's Answer

      "Auto-Invoicing allows a business to automatically invoice a customer on a regular basis through a recurring setup. This option is perfect for customers billed on a fixed time basis. There's no fuss with generating the invoice and in some cases sending the invoice to the customer. It's all done automatically and saves time. In the system we use, after setting up a recurring profile, I set up auto billing. After working in A/R for the past eight years, this is a very straightforward task for me."

      Bobbi's Answer

      "The way an A/R specialist will set up recurring payments will vary for each accounting software. While training, I learned to do this in QuickBooks, Xero, and Sage. I begin by setting up an invoice to occur at a particular time or chosen interval. Once this happens, I can set up auto-sends for the client on the same day, every month."

      Bobbi's Answer

      "Auto-Invoicing allows allows a business to automatically invoice a customer on a regular basis through a recurring setup. This is perfect for customers that are billed on a fixed time basis. There's no fuss with generating the invoice and in some cases sending the invoice to the customer. It's all done automatically and saves time.

      After setting up a Recurring Profile, you'll need an Auto-Bill-friendly payment gateway enabled. If you haven't enabled a payment gateway before, you can get started here (all gateways except PayPal are Auto-Bill capable)."