Profession billing clerk

Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly customer statements, update customer files, process credit memos, enter and submit invoices, etc.

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Personality Type

  • Conventional / Enterprising

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

  • Maintain customer records

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

  • File documents

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

  • Fill out forms

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

  • 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.

  • 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.

  • 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.

  • 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 financial records

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

  • Organise business documents

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

Optional knowledge and skills

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

Common job titles

  • Billing clerk
  • Billing clerk 7160632
  • Billing clerk / finance secretary