Billing and Posting Clerks
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
Sample of reported job titles: Account Services Representative, Accounting Clerk, Billing Clerk, Billing Coordinator, Cost Accounting Clerk, Item Processing Clerk, Statement Clerk, Statement Distribution Clerk, Statement Processor, Statement Services Representative
Tasks | Technology Skills | Tools Used | Knowledge | Skills | Abilities | Work Activities | Detailed Work Activities | Work Context | Job Zone | Credentials | Interests | Work Styles | Work Values | Related Occupations | Wages & Employment | Job Openings | Additional Information
- Post stop-payment notices to prevent payment of protested checks.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Operate typing, adding, calculating, or billing machines.
- Resolve discrepancies in accounting records.
- Contact customers to obtain or relay account information.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Keep records of invoices and support documents.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Update manuals when rates, rules, or regulations are amended.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Review compiled data on operating costs and revenues to set rates.
- Estimate market value of products or services.
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
Find occupations related to multiple tasks
- Access software — Image Deposit Exchange Check Station; Remote deposit capture software
- Accounting software — Allscripts Professional PM; Intuit QuickBooks ; Sage 50 Accounting; Thomson Reuters Elite Enterprise (see all 10 examples)
- Business intelligence and data analysis software — IBM Cognos Impromptu
- Customer relationship management CRM software — HelpIT Systems addressIT
- Data base user interface and query software — Database software; Microsoft Access
- Desktop publishing software
- Document management software — Check processing software; File management systems; VECTORsgi Check Management Solution
- Electronic mail software — Microsoft Outlook
- Enterprise resource planning ERP software — Microsoft Dynamics ; Microsoft Dynamics GP ; NetSuite ERP ; Oracle JD Edwards EnterpriseOne (see all 6 examples)
- Financial analysis software — Accuity EPICWare; Oracle E-Business Suite Financials; Positive pay software; QuoteWerks (see all 5 examples)
- Graphics or photo imaging software — Check imaging software; Fiserv PEP+ reACH; Mitek Systems ImageNet Payments; VECTORsgi Image Exchange Solution (see all 6 examples)
- Industrial control software — Check sorting control software
- Internet browser software — Web browser software
- Medical software — Epic Systems ; Healthcare common procedure coding system HCPCS ; Medical condition coding software ; MEDITECH software (see all 7 examples)
- Office suite software — Microsoft Office
- Operating system software — Microsoft Windows
- Optical character reader OCR or scanning software — Optical character recognition OCR software
- Presentation software — Microsoft PowerPoint
- Project management software — Microsoft Project
- Spreadsheet software — Microsoft Excel
- Word processing software — Microsoft Word
Hot Technology — a technology requirement frequently included in employer job postings.
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- Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
- Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
- Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
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- Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
- Speaking — Talking to others to convey information effectively.
- Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
- Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Service Orientation — Actively looking for ways to help people.
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- Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
- Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
- Near Vision — The ability to see details at close range (within a few feet of the observer).
- Speech Recognition — The ability to identify and understand the speech of another person.
- Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
- Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
- Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
- Speech Clarity — The ability to speak clearly so others can understand you.
- Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
- Written Comprehension — The ability to read and understand information and ideas presented in writing.
- Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
- Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
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- Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
- Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
- Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
- Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
- Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
- Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
- Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
- Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
- Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
- Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
- Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
- Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
- Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
- Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
- Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
- Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
- Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used.
- Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems.
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Detailed Work Activities
- Provide information to coworkers.
- Maintain financial or account records.
- Verify accuracy of financial or transactional data.
- Prepare documentation for contracts, transactions, or regulatory compliance.
- Operate office equipment.
- Weigh parcels to determine shipping costs.
- Reconcile records of sales or other financial transactions.
- Calculate costs of goods or services.
- Order materials, supplies, or equipment.
- Discuss account status or activity with customers or patrons.
- Execute sales or other financial transactions.
- Search files, databases or reference materials to obtain needed information.
- Calculate shipping costs.
- Maintain operational records.
- Prepare informational or reference materials.
- Route mail to correct destinations.
- Analyze financial information.
- Monitor equipment operation to ensure proper functioning.
- Maintain office equipment in proper operating condition.
- Report maintenance or equipment problems to appropriate personnel.
- Answer telephones to direct calls or provide information.
- Calculate financial data.
- Explain regulations, policies, or procedures.
- Prepare financial documents, reports, or budgets.
- Prepare financial documents.
- Respond to customer problems or complaints.
- Schedule appointments.
Find occupations related to multiple detailed work activities
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- Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it?
- Telephone — How often do you have telephone conversations in this job?
- Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job?
- Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job?
- Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job?
- Time Pressure — How often does this job require the worker to meet strict deadlines?
- Spend Time Sitting — How much does this job require sitting?
- Work With Work Group or Team — How important is it to work with others in a group or team in this job?
- Electronic Mail — How often do you use electronic mail in this job?
- Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals?
- Letters and Memos — How often does the job require written letters and memos?
- Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions?
- Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer?
- Spend Time Making Repetitive Motions — How much does this job require making repetitive motions?
- Frequency of Decision Making — How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
- Impact of Decisions on Co-workers or Company Results — What results do your decisions usually have on other people or the image or reputation or financial resources of your employer?
- Deal With External Customers — How important is it to work with external customers or the public in this job?
- Deal With Unpleasant or Angry People — How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?
- Physical Proximity — To what extent does this job require the worker to perform job tasks in close physical proximity to other people?
- Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — How much does this job require using your hands to handle, control, or feel objects, tools or controls?
- Coordinate or Lead Others — How important is it to coordinate or lead others in accomplishing work activities in this job?
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|Title||Job Zone Two: Some Preparation Needed|
|Education||These occupations usually require a high school diploma.|
|Related Experience||Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.|
|Job Training||Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.|
|Job Zone Examples||These occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.|
|SVP Range||(4.0 to < 6.0)|
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Interest code: CES Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.
- Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.
- Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
- Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.
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- Integrity — Job requires being honest and ethical.
- Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
- Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
- Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
- Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
- Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
- Concern for Others — Job requires being sensitive to others’ needs and feelings and being understanding and helpful on the job.
- Independence — Job requires developing one’s own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.
- Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
- Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
- Initiative — Job requires a willingness to take on responsibilities and challenges.
- Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
- Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
- Persistence — Job requires persistence in the face of obstacles.
- Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
- Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.
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- Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.
- Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical.
- Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.
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