للتقدم للوظيفة : رابط الوظيفة من هنا. 

_______________________________________

الوصف الوظيفي

Pure remote

TIMINGS

MONDAY TO SATURDAY (STUDY DAY)

8AM - 5PM

3MONTHS INITIAL CONTRACT (EXTENDABLE AND MUST BE ALWAYS AVAILABLE ON THOSE GIVEN MONTHS)

Issuing Invoices:

Invoices are generated using Classcard, and must be created individually for each player based on their specific payment plan, some follow a monthly schedule while others are on a termly basis. On Classcard, the invoice is issued by selecting “Add Invoice,” entering the player ID, choosing the appropriate item being billed, and setting the due and validity dates as informed.

For players on a termly plan, payment links can be sent directly through Classcard. For those on a monthly subscription, the payment link is sent via the payment app.

Issuing Invoices on Classcard

1. Identify the player’s payment plan

– Check whether the player is on a monthly or termly plan.

2. Go to the Classcard dashboard

– Log in to your Classcard account and access the “Invoices” section.

3. Click on “Add Invoice”

– Start a new invoice by selecting the “Add Invoice” option.

4. Enter the Player ID

– Type or select the Player ID to link the invoice to the correct student.

5. Select the item being invoiced

– Choose the relevant fee or service (e.g., termly fee, monthly fee, registration, etc.).

6. Set the Due Date and Validity Date

– Enter the Due Date (when payment is expected)

– Enter the Validity Date (until when the invoice is valid), as previously informed.

7. Review and Save the Invoice

– Double-check all details before saving.

8. Send the Payment Link

– For termly players, send the payment link directly through Classcard.

– For monthly subscribers, the payment link will be sent via the payment app.

Preparations of Profit and Loss

1. Ensure All Transactions Are Up to Date

– Before preparing the P&L, make sure all income and expense transactions are entered and updated in Zoho Books.

2. Download the Bank Statement

– Get the monthly bank statement from your account.

3. Remove Internal Cash Flows

– Go through the bank statement and exclude any internal transfers (such as moving funds between accounts), as these are not part of actual income or expenses.

4. Import Transactions into Zoho

– Upload the remaining transactions into Zoho using the Banking feature.

5. Categorize Each Transaction

– Once imported, assign each transaction to the correct account category (e.g., academy income, utilities, salaries, etc.).

6. Export the P&L Report

– After all data is entered and categorized, generate the Profit & Loss report from Zoho and export it to Excel format.

7. Make Manual Adjustments (if needed)

– Some entries in Zoho cannot be edited directly. If any adjustments are needed, update the Excel file manually.

8. Handle Pro-Rated Payments

– For payments that need to be spread across months (e.g., academy or nursery term fees), use journal entries:

a) First, move the full payment to a prepaid account

b) Then, distribute the correct amount to the actual income account each month

– Alternatively, you can manually calculate the pro-rated amounts and update the Excel version of the P&L accordingly.

Monitoring and Updating Overdues on the Accounts Group

1. Track Overdue Payments

– Check Classcard and Zoho daily for any unpaid invoices or overdue amounts.

2. Prepare a Summary Table

– Create a simple table listing the following:

• Player/Client Name

• Amount Due

• Due Date

• Remarks or Follow-up Status

3. Post the Table on the WhatsApp Group

– Share the overdue table every morning in the internal Accounts WhatsApp group for team visibility and follow-up coordination.

4. Monitor Incoming Payments

– Keep an eye on payments received during the day (through payment app, bank).

5. Update the Group When Payments Are Made

– Once payment is received, immediately update the group confirming the name, amount, and that the payment has been cleared.

6. Maintain Daily Consistency

– Repeat this process daily to ensure real-time tracking and avoid delays or missed follow-ups.

المهارات

SAME AS IN THE JOB DESCRIPTION

Issuing Invoices:

Invoices are generated using Classcard, and must be created individually for each player based on their specific payment plan, some follow a monthly schedule while others are on a termly basis. On Classcard, the invoice is issued by selecting “Add Invoice,” entering the player ID, choosing the appropriate item being billed, and setting the due and validity dates as informed.

For players on a termly plan, payment links can be sent directly through Classcard. For those on a monthly subscription, the payment link is sent via the payment app.

Issuing Invoices on Classcard

1. Identify the player’s payment plan

– Check whether the player is on a monthly or termly plan.

2. Go to the Classcard dashboard

– Log in to your Classcard account and access the “Invoices” section.

3. Click on “Add Invoice”

– Start a new invoice by selecting the “Add Invoice” option.

4. Enter the Player ID

– Type or select the Player ID to link the invoice to the correct student.

5. Select the item being invoiced

– Choose the relevant fee or service (e.g., termly fee, monthly fee, registration, etc.).

6. Set the Due Date and Validity Date

– Enter the Due Date (when payment is expected)

– Enter the Validity Date (until when the invoice is valid), as previously informed.

7. Review and Save the Invoice

– Double-check all details before saving.

8. Send the Payment Link

– For termly players, send the payment link directly through Classcard.

– For monthly subscribers, the payment link will be sent via the payment app.

Preparations of Profit and Loss

1. Ensure All Transactions Are Up to Date

– Before preparing the P&L, make sure all income and expense transactions are entered and updated in Zoho Books.

2. Download the Bank Statement

– Get the monthly bank statement from your account.

3. Remove Internal Cash Flows

– Go through the bank statement and exclude any internal transfers (such as moving funds between accounts), as these are not part of actual income or expenses.

4. Import Transactions into Zoho

– Upload the remaining transactions into Zoho using the Banking feature.

5. Categorize Each Transaction

– Once imported, assign each transaction to the correct account category (e.g., academy income, utilities, salaries, etc.).

6. Export the P&L Report

– After all data is entered and categorized, generate the Profit & Loss report from Zoho and export it to Excel format.

7. Make Manual Adjustments (if needed)

– Some entries in Zoho cannot be edited directly. If any adjustments are needed, update the Excel file manually.

8. Handle Pro-Rated Payments

– For payments that need to be spread across months (e.g., academy or nursery term fees), use journal entries:

a) First, move the full payment to a prepaid account

b) Then, distribute the correct amount to the actual income account each month

– Alternatively, you can manually calculate the pro-rated amounts and update the Excel version of the P&L accordingly.

Monitoring and Updating Overdues on the Accounts Group

1. Track Overdue Payments

– Check Classcard and Zoho daily for any unpaid invoices or overdue amounts.

2. Prepare a Summary Table

– Create a simple table listing the following:

• Player/Client Name

• Amount Due

• Due Date

• Remarks or Follow-up Status

3. Post the Table on the WhatsApp Group

– Share the overdue table every morning in the internal Accounts WhatsApp group for team visibility and follow-up coordination.

4. Monitor Incoming Payments

– Keep an eye on payments received during the day (through payment app, bank).

5. Update the Group When Payments Are Made

– Once payment is received, immediately update the group confirming the name, amount, and that the payment has been cleared.

6. Maintain Daily Consistency

– Repeat this process daily to ensure real-time tracking and avoid delays or missed follow-ups.