Billing & 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.
Key Tasks
- Verify accuracy of billing data and revise any errors.
- Resolve discrepancies in accounting records.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Operate typing, adding, calculating, or billing machines.
- Post stop-payment notices to prevent payment of protested checks.
- Verify signatures and required information on checks.
- Keep records of invoices and support documents.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Contact customers to obtain or relay account information.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- 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.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- 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.
- Route statements for mailing or over-the-counter delivery to customers.
- Review compiled data on operating costs and revenues to set rates.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Answer inquiries regarding rates, routing, or procedures.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
Skills
Knowledge
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Abilities
Work Activities
Work Context
How frequently does your job require you to use E-mail?
93%
Telephone Conversations
How often do you have telephone conversations in this job?
93%
Spend Time Sitting
How much does this job require sitting?
91%
Importance of Repeating Same Tasks
How important are continuous, repetitive, physical activities (like key entry) or mental activities (like checking entries in a ledger) to performing this job?
84%
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?
83%
Importance of Being Exact or Accurate
How important is being very exact or highly accurate in performing this job?
82%
Determine Tasks, Priorities and Goals
How much freedom does the worker have in determining the tasks, priorities, or goals of the job?
80%
Indoors, Environmentally Controlled
How often does this job require working indoors in an environmentally controlled environment (like a warehouse with air conditioning)?
78%
Freedom to Make Decisions
How much decision making freedom, without supervision, does the job offer?
77%
Work With or Contribute to a Work Group or Team
How important is it to work with or contribute to a work group or team in this job?
76%
Face-to-Face Discussions with Individuals and Within Teams
How frequently does your job require face-to-face discussions with individuals and within teams?
75%
Time Pressure
How often does this job require the worker to meet strict deadlines?
73%
Written Letters and Memos
How frequently does your job require written letters and memos?
68%
Frequency of Decision Making
How often is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization?
65%
Duration of Typical Work Week
Number of hours typically worked in one week.
61%
Spend Time Making Repetitive Motions
How much does this job require making repetitive motions?
61%
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?
59%
Deal With External Customers or the Public in General
How important is it to deal with external customers (as in retail sales) or the public in general (as in police work) in this job?
58%
Exposed to Sounds, Noise Levels that are Distracting or Uncomfortable
How often does this job require working exposed to sounds and noise levels that are distracting or uncomfortable?
56%
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?
52%
Dealing With Unpleasant, Angry, or Discourteous People
How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements?
49%
Coordinate or Lead Others in Accomplishing Work Activities
How important is it to coordinate or lead others (not as a supervisor or team leader) in accomplishing work activities in this job?
40%
Physical Proximity
To what extent does this job require the worker to perform job tasks physically close to other people?
40%
Exposed to Contaminants
How often does this job require working exposed to contaminants (such as pollutants, gases, dust or odors)?
38%
Work Outcomes and Results of Other Workers
How responsible is the worker for work outcomes and results of other workers?
33%
Conflict Situations
How frequently are there conflict situations the employee has to face in this job?
32%
Degree of Automation
How automated is the job?
30%
Exposed to Extremely Bright or Inadequate Lighting Conditions
How often does this job require working in extremely bright or inadequate lighting conditions?
27%
Spend Time Standing
How much does this job require standing?
27%
Level of Competition
To what extent does this job require the worker to compete or to be aware of competitive pressures?
26%
Consequence of Error
How serious would the result usually be if the worker made a mistake that was not easily correctable?
23%
In an Enclosed Vehicle or Operate Enclosed Equipment
How often does this job require working in a closed vehicle or operate enclosed equipment (like a car)?
22%
Spend Time Walking or Running
How much does this job require walking or running?
21%
Health and Safety of Other Workers
How much responsibility is there for the health and safety of others in this job?
20%
Pace Determined by Speed of Equipment
How important is it to this job that the pace is determined by the speed of equipment or machinery? (This does not refer to keeping busy at all times on this job.)
16%
Exposed to Disease or Infections
How often does this job require exposure to disease/infections?
15%
Spend Time Bending or Twisting Your Body
How much does this job require bending or twisting your body?
13%
Spend Time Keeping or Regaining Balance
How much does this job require keeping or regaining your balance?
8%
Dealing with Violent or Physically Aggressive People
How frequently does this job require the worker to deal with physical aggression of violent individuals?
7%
Outdoors, Exposed to All Weather Conditions
How often does this job require working outdoors, exposed to all weather conditions?
7%
Spend Time Kneeling, Crouching, Stooping, or Crawling
How much does this job require kneeling, crouching, stooping or crawling?
7%
Exposed to Very Hot or Cold Temperatures
How often does this job require working in very hot (above 90 F degrees) or very cold (below 32 F degrees) temperatures?
5%
Wear Common Protective or Safety Equipment such as Safety Shoes, Glasses, Gloves, Hearing Protection, Hard Hats, or Life Jackets
How often does this job require wearing common protective or safety equipment such as safety shoes, glasses, gloves, hearing protection, hard hats or life-jackets?
5%
Exposed to Cramped Work Space, Awkward Positions
How often does this job require working in cramped work spaces that requires getting into awkward positions?
2%
Public Speaking
How frequently does your job require public speaking (one speaker with an audience)?
2%
Exposed to Hazardous Conditions
How often does this job require exposure to hazardous conditions?
1%
Exposed to Minor Burns, Cuts, Bites, or Stings
How often does this job require exposure to minor burns, cuts, bites, or stings?
1%
Exposed to Radiation
How often does this job require exposure to radiation?
1%
Outdoors, Under Cover
How often does this job require working outdoors, under cover (like in an open shed)?
1%
Spend Time Climbing Ladders, Scaffolds, or Poles
How much does this job require climbing ladders, scaffolds, poles, etc.?
1%
Exposed to Hazardous Equipment
How often does this job require exposure to hazardous equipment?
0%
Exposed to High Places
How often does this job require exposure to high places?
0%
Exposed to Whole Body Vibration
How often does this job require exposure to whole body vibration (like operating a jackhammer or earth moving equipment)?
0%
In an Open Vehicle or Operating Equipment
How often does this job require working in an open vehicle or operating equipment (like a tractor)?
0%
Indoors, Not Environmentally Controlled
How often does this job require working in an environment that is not environmentally controlled (like a warehouse without air conditioning)?
0%
Wear Specialized Protective or Safety Equipment such as Breathing Apparatus, Safety Harness, Full Protection Suits, or Radiation Protection
How often does this job require wearing specialized protective or safety equipment such as breathing apparatus, safety harness, full protection suits, or radiation protection?
0%
Work Schedules
How regular are the work schedules for this job?
0%
Education
Some college, no degree
High school diploma or equivalent
Post-secondary certificate
Interests
Conventional
Work involves following procedures and regulations to organize information or data, typically in a business setting. Conventional occupations are often associated with office work, accounting, mathematics/statistics, information technology, finance, or hum
Enterprising
Work involves managing, negotiating, marketing, or selling, typically in a business setting, or leading or advising people in political and legal situations. Enterprising occupations are often associated with business initiatives, sales, marketing/advertis
Realistic
Work involves designing, building, or repairing of equipment, materials, or structures, engaging in physical activity, or working outdoors. Realistic occupations are often associated with engineering, mechanics and electronics, construction, woodworking, t
Investigative
Work involves studying and researching non-living objects, living organisms, disease or other forms of impairment, or human behavior. Investigative occupations are often associated with physical, life, medical, or social sciences, and can be found in the f
Social
Work involves helping, teaching, advising, assisting, or providing service to others. Social occupations are often associated with social, health care, personal service, teaching/education, or religious activities.
Artistic
Work involves creating original visual artwork, performances, written works, food, or music for a variety of media, or applying artistic principles to the design of various objects and materials. Artistic occupations are often associated with visual arts,
Work Styles
Work Values
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