Billing and Posting Clerk Career

Job Description: 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.


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Billing and Posting Clerk Career

What Billing and Posting Clerks do:

  • Operate typing, adding, calculating, or billing machines.
  • Verify accuracy of billing data and revise any errors.
  • Contact customers to obtain or relay account information.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • 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.
  • Verify signatures and required information on checks.
  • Resolve discrepancies in accounting records.
  • Route statements for mailing or over-the-counter delivery to customers.
  • Keep records of invoices and support documents.
  • Post stop-payment notices to prevent payment of protested checks.
  • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
  • Monitor equipment to ensure proper operation.
  • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Take orders for imprinted checks.
  • Update manuals when rates, rules, or regulations are amended.
  • 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.
  • Encode and cancel checks, using bank machines.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  • 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.
  • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
  • Match statements with batches of canceled checks by account numbers.
  • Estimate market value of products or services.

What work activities are most important?

Importance Activities

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.

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.

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.

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.

Judging the Qualities of Things, Services, or People - Assessing the value, importance, or quality of things or people.

Assisting and Caring for Others - Providing personal assistance, medical attention, emotional support, or other personal care to others such as coworkers, customers, or patients.

Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members.

Provide Consultation and Advice to Others - Providing guidance and expert advice to management or other groups on technical, systems-, or process-related topics.

Training and Teaching Others - Identifying the educational needs of others, developing formal educational or training programs or classes, and teaching or instructing others.

Coordinating the Work and Activities of Others - Getting members of a group to work together to accomplish tasks.

Holland Code Chart for a Billing and Posting Clerk