Sales Account Management

Comprehensive Support for Streamlined Sales Operations
Our Sales Account Management services are designed to relieve your team of administrative tasks while ensuring that customer transactions, financial records, and recurring orders are handled efficiently and professionally. By managing everything from invoicing to collections, we enable you to concentrate on expanding your business while we maintain financial accuracy and an excellent customer experience behind the scenes.

Services provided include:

  • Managing your Sales Ledger

    Full oversight and maintenance of your sales ledger, ensuring transactions are accurately recorded, reconciled, and reported in real time for effective financial tracking.

  • Issuing Invoices and Maintaining Accounts

    Automatically generating professional invoices with each order, and maintaining your sales accounts using recognised and secure accounting software platforms. This ensures compliance, accuracy, and seamless integration with your existing financial workflows.

  • Statements and Collections Management

    Issuing regular customer account statements and managing follow-ups on outstanding payments. Our team actively handles account receivables and collections, as well as confirming bank payments received, to help you maintain healthy cash flow and reduce debtor days.

  • Repeat Order Processing Without Intervention

    For eligible accounts, we offer autonomous handling of repeat orders without requiring manual approval each time. This streamlines your operations and frees your team to focus on business development and strategic growth opportunities.

  • Customised Reporting and Insights

    Generating tailored reports on sales performance, overdue accounts, and customer order trends, empowering you with the insights needed for proactive decision-making and sales forecasting.

  • Dispute Resolution Support

    Handling invoice or account discrepancies on your behalf, including liaising with customers to resolve issues promptly and professionally.

  • Compliance and Audit-Ready Documentation

    Ensuring all transaction records and communication trails are securely stored and readily accessible for audits, financial reviews, and regulatory compliance checks.