Occupational Standard - SSC/N1105 | SSC

Occupational Standard - SSC/N1105

Occupational Standard - SSC/N1105
Code SSC/N1105
Version 0.1
Industry Sub-Sector IT-ITeS/IT Services
Title Collect payment from corporate clients
Description This unit is about submitting invoices to corporate clients and making sure they pay these on time.
Scope

Scope

This unit/task covers the following:

Agreed method:

·     in person

·     via registered post/courier

·     electronically

Appropriate people:

·     line manager

·     members of the delivery team

·     members of the finance team

Performance Criteria

Performance Criteria (PC) w.r.t. the Scope

 

To be competent, you  must be able to:

PC1.     Check accuracy of invoices for work carried out on projects

PC2.     Submit invoices to clients on time and through the agreed method

PC3.     Clarify relevant information on invoices in response to queries received from corporate clients

PC4.     Pass queries outside your area of competence to appropriate people to resolve directly with corporate clients

PC5.     Monitor approval and payment of invoices at milestones and due dates

PC6.     Make courteous and authoritative requests to clients for timely approval and payment of invoices

PC7.     Inform appropriate people of any delays in approval or payment of invoices and the reasons in line with organizational procedures

PC8.     File all documentation in a logical manner in line with organizational requirements

Knowledge

Knowledge and Understanding (K)

A.      Organizational

Context (Knowledge of the company/  organization and  its processes)

You need to know and understand:

KA1.    Standard procedures including method for requesting payments from corporate clients and the importance of following  these

KA2.    Identify and refer anomalies in data

KA3.    Different methods for processing invoices and how to use these

KA4.    Relevant aspects of your organization’s credit terms and where payments fall outside these terms

KA5.    Various methods of payment used by corporate clients and documentation required to process these

KA6.    Your organization’s procedures for filing and retrieving payment information

B. Technical  

     Knowledge

You need to know and understand:

KB1.    Standard procedures including method for requesting payments from corporate clients and the importance of following  these

KB2.    Typical types of queries received regarding invoices and the standard ways in which to respond to these

KB3.    Types of queries that should be dealt with by others and who to pass these to

KB4.    How to monitor approvals and payments of invoices

KB5.    How to deal with different types of non-payments and problems

KB6.    How to spot and fraudulent transactions and who to report these to

Skills

A.      Core Skills/ Generic Skills

 Writing Skills

You need to know and understand how to:

KB1.     Communicate with clients regarding in writing

KB2.    Complete accurate, well written work with attention to detail

Reading Skills

You need to know and understand how to:

SA3.    Read instructions, guidelines, procedures, rules and service level agreements

Oral Communication (Listening and Speaking skills)

You need to know and understand how to:

SA4.    Ask for clarification and advice from line managers

SA5.    Communicate orally with clients and colleagues regarding queries

B.      Professional Skills

 

 

Decision Making 

You need to know and understand how to:

KB1.     Make decisions on suitable courses of action

Plan and Organize

You need to know and understand how to:

SB2.       plan and organize your work to achieve targets and deadlines

CustomerCentricity

You need to know and understand how to:

SB3.       check your own work meets customer requirements

SB4.       work effectively in a customer facing environment

Problem Solving

You need to know and understand how to:

SB5.       apply problem solving approaches in different situations

Analytical Thinking

You need to know and understand how to:

SB6.       analyze data and activities

Critical Thinking

You need to know and understand how to:

SB7.       apply balanced judgments to different situations

Attention to Detail

You need to know and understand how to:

SB8.       check your work is complete and free from errors

SB9.       get your work checked by peers

Team Working

You need to know and understand how to:

SB10.    work effectively in a team environment

C.         Technical Skills

You need to know and understand how to:

SC1.        use information technology effectively, to input and/or extract data accurately

SC2.        identify and refer anomalies in data

SC3.        store and retrieve information

SC4.        keep up to date with changes, procedures and practices in your role

Attachment os_attachments/SSC_N1105_V0.1.pdf
Last Review On May 14, 2015, 12:26 p.m.
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