Billing Clerk job description (2024)

FAQs

Billing Clerk job description? ›

Billing Clerks monitor and calculate accounts receivable, process invoices and keep records of financial documents, like receipts and bank statements. They help companies manage account balances and track revenues.

Calculates costs for goods, services, and delivery/shipment of goods. Verifies accuracy of billing data, correcting any errors. Creates itemized statements, bills, invoices, and other necessary billing documents, which may require calculation of credit terms, shipping charges, discounts, and costs of goods.

Send invoices and account updates to clients electronically and on paper. Update our system with payment information and other financial data. Suggest payment assistance programs for clients in need. Notify clients of upcoming or missed payment deadlines.

An ideal billing clerk candidate would articulate an approach that demonstrates these key skills and suitability for the position. A candidate's answer should emphasize: Ability to maintain accuracy in billing. Organization, problem-solving, strategy and communication skills.

Their duties include processing payments on behalf of a customer or patient, maintaining organized financial records to aide reporting and calculating bill totals by looking through previous financial statements.

Copies, sorts, and files records related to office activities, business transactions, and other matters. Prepares letters, memos, forms, and reports according to written or verbal instructions. Sorts incoming mail and delivers to appropriate department or individual; processes outgoing mail.

The Billing Process: 3 Main Steps

The billing cycle has three main steps: creating the invoice, sending the invoice, and collecting payment from customers.

On your resume, highlight your experience with billing software, attention to detail in financial transactions, and your ability to communicate effectively with clients and vendors. Consider adding skills such as proficiency in accounting software, knowledge of financial regulations, and strong analytical abilities.

an act or instance of preparing or sending out a bill or invoice. the total amount of the cost of goods or services billed bill billed to a customer, usually covering purchases made or services rendered within a specified period of time.

Tasks: Enters, reviews, and updates all cycle billing, codes, and account information; proofs and balances reports; estimates and makes manual adjustments to accounts as needed; prints bills to collect revenues; processes account service orders; audit of account accuracy; processes closing accounts for final payment.

What is the role of a billing and receiving clerk? ›

A Billing Clerk is primarily responsible for generating invoices, serving the invoices by any means, generating purchase orders and drafting credit memos. A billing Clerk keeps an eye on revenue streams and overhead costs. Depending on the size of the company, these transaction amounts can be vast.

Sample Answer: “In my previous role as a Billing Specialist, I was responsible for managing the end-to-end billing process. This included generating invoices, verifying accuracy, and ensuring timely delivery to clients. I utilized accounting software such as QuickBooks and Excel to handle billing data and calculations.

For example: "Seeking a billing clerk position with XYZ Company where I can utilize my knowledge of accounting principles and customer service experience to contribute to efficient financial operations." Or: "Organized individual looking for a billing clerk role at XYZ Company where I can use my strong data entry and ...

Job Summary

In this role, you complete authorizations and referrals for our medical services. In addition to reviewing the medical history of potential patients, you verify information provided by their referring physicians and verify their insurance coverage.

Invoicing clerks are responsible for maintaining current records of collected payments, sent invoices, and updated customer information. Support Financial Staff Providing support to accountants, invoicing supervisors, bookkeepers, and other financial workers within a company is a key responsibility of invoicing clerks.

For example, some employers may refer to a Billing Clerk as either a Billing Specialist or a Billing Coordinator.

Billing specialists, also known as billing clerks, are financial clerks who assist businesses and organizations in preparing, mailing and recording bills. Their specific duties typically depend on the industry in which they work.

Billing Clerk requirements are:

Excellent mathematical skills. Good practical experience with MS Office (especially Excel); Familiarity with relevant software (such as Quickbooks) will be appreciated. Strong communication and organizational skills.