Profession billing clerk

Invoice clerks compute, classify, and record numerical data to keep financial records complete. They perform any combination of routine calculating, posting, and verifying duties to obtain primary financial data for use in maintaining accounting records.

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Personality Type

  • Conventional / Enterprising

Related professions clerk

Knowledge

  • Financial capability

    Financial operations such as calculations, cost estimations, budget management taking relevant commercial and statistical data into account such as data for materials, supplies and manpower.

  • Financial department processes

    The different processes, duties, jargon, role in an organisation, and other specificities of the financial department within an organisation. Understanding of financial statements, investments, disclosing policies, etc.

Skills

  • Use office systems

    Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.

  • Maintain financial records

    Keep track of and finalise all formal documents representing the financial transactions of a business or project.

  • Follow up accounts receivables

    Revise the accounts receivables section in the financial statements in order to breakdown the financial rights that the company has over other entities. Take actions in order to close the accounts and collect the money.

  • Handle financial transactions

    Administer currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.

  • File documents

    Create a filing system. Write a document catalogue. Label documents etc.

  • Allocate bills

    Prepare and issue bills to clients and debtors taken from the accounts receivable of the financial statements. Disclose the amount to pay, the due date, taxing information, and additional details as necessary.

  • Organise business documents

    Put together documents coming from the photocopier, the mail, or the daily operations of businesses.

  • Fill out forms

    Fill out forms of a different nature with accurate information, legible calligraphy, and within a timely manner.

  • Maintain credit history of clients

    Create and maintain the credit history of clients with relevant transactions, supporting documents, and details of their financial activities. Keep these documents updated in case of analysis and disclosure.

  • Maintain customer records

    Keep and store structured data and records about customers in accordance with customer data protection and privacy regulations.

Optional knowledge and skills

take payments for bills communicate by telephone interview bank loanees interpret financial statements manage accounts count money create a financial report communicate with customers assess debtor's financial situation handle petty cash prepare financial statements