Example SOPs: Billing Supervisor

Billing Supervisor SOPs

Creating Standard Operating Procedures for your Billing Supervisor work can be difficult and take time. That’s why we’ve created these example Billing Supervisor SOPs so you can jumpstart your SOP creation process. We want to help you set up your Accounting systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Accounting procedures in one place, your team will have the information they need at all times. Let’s look at some Billing Supervisor SOP examples.

Billing Supervisor SOP Examples

1. SOP: Billing Process
Purpose: The purpose of this SOP is to outline the step-by-step process for generating and sending invoices to clients. It ensures accuracy, timeliness, and consistency in billing procedures.
Scope: This SOP covers all aspects of the billing process, including invoice generation, verification, and delivery to clients.
Person Responsible: The Billing Supervisor is responsible for overseeing the billing process and ensuring compliance with this SOP.
References: This SOP may reference other related SOPs such as Client Onboarding, Time Tracking, and Accounts Receivable.

2. SOP: Accounts Receivable Management
Purpose: This SOP aims to establish guidelines for managing accounts receivable, including tracking outstanding payments, following up with clients, and resolving any payment discrepancies.
Scope: The scope of this SOP includes monitoring and managing accounts receivable, reconciling payments, and coordinating with the finance team for accurate financial reporting.
Person Responsible: The Billing Supervisor is responsible for overseeing accounts receivable management and ensuring adherence to this SOP.
References: This SOP may reference the Billing Process SOP, Client Communication, and Dispute Resolution SOPs.

3. SOP: Client Onboarding
Purpose: The purpose of this SOP is to outline the process for onboarding new clients, including gathering necessary information, setting up billing accounts, and establishing payment terms.
Scope: This SOP covers the client onboarding process from initial contact to the completion of necessary paperwork and system setup.
Person Responsible: The Billing Supervisor is responsible for overseeing the client onboarding process and ensuring compliance with this SOP.
References: This SOP may reference the Billing Process SOP, Credit Check, and Contract Review SOPs.

4. SOP: Credit Check
Purpose: This SOP establishes guidelines for conducting credit checks on potential clients to assess their creditworthiness and determine appropriate payment terms.
Scope: The scope of this SOP includes the process of gathering credit information, analyzing credit reports, and making informed decisions regarding credit limits and payment terms.
Person Responsible: The Billing Supervisor is responsible for overseeing the credit check process and ensuring adherence to this SOP.
References: This SOP may reference the Client Onboarding SOP, Accounts Receivable Management, and Contract Review SOPs.

5. SOP: Contract Review
Purpose: The purpose of this SOP is to outline the process for reviewing client contracts to ensure billing accuracy, compliance with company policies, and alignment with agreed-upon terms.
Scope: This SOP covers the contract review process, including contract analysis, identifying billing requirements, and coordinating with the legal team if necessary.
Person Responsible: The Billing Supervisor is responsible for overseeing the contract review process and ensuring compliance with this SOP.
References: This SOP may reference the Billing Process SOP, Client Onboarding, and Accounts Receivable Management SOPs.

6. SOP: Dispute Resolution
Purpose: This SOP establishes guidelines for handling billing disputes, including investigating the issue, communicating with clients, and resolving disputes in a timely and satisfactory manner.
Scope: The scope of this SOP includes the process of receiving, documenting, and resolving billing disputes, ensuring customer satisfaction and maintaining positive client relationships.
Person Responsible: The Billing Supervisor is responsible for overseeing the dispute resolution process and ensuring adherence to this SOP.
References: This SOP may reference the Billing Process SOP, Accounts Receivable Management, and Client Communication SOPs

Billing Supervisor SOP Templates

Looking for SOP templates for your Billing Supervisor work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Billing Supervisor work. Get in touch if you’ve got questions about the quickest way to build out your Accounting SOPs library.