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.

Personality Type

• Conventional / Enterprising

Related professions clerk

• Administrative services department manager
• Bills clerk
• Bookkeeping clerk
• Brokerage clerk
• Clerk, all other
• Coding clerk
• Credit clerk
• Filing clerk
• First line supervisor of office clerks
• Form filling assistance clerk
• Freight clerk
• Insurance clerk
• Marketing clerk
• Materials scheduling clerk
• Mortgage clerk
• New accounts clerk
• Office clerk
• Order clerk
• Order scheduling clerk
• Payroll clerk
• Personnel clerk
• Procurement clerk
• Production planning clerk
• Sales support clerk
• Secretary clerk
• Statistical clerk
• Stock clerk, warehouse clerk
• Weighing 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.

• 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.

• 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.

• 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.

• Organise business documents

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

• Maintain financial records

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

• 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.

Optional knowledge and skills

Source: Sisyphus ODB