Billing Clerk job description

A billing clerk plays a crucial role in maintaining the financial records of a company by accurately and efficiently processing payments, invoices, and customer bills. They work closely with other departments, such as the finance and accounts receivable teams, to ensure timely and accurate billing. This job description provides an overview of the key responsibilities, minimum requirements, minimum qualifications, and recommended skill set for a billing clerk position.

Key Responsibilities:

• Prepare and issue accurate invoices to customers based on the services provided or products sold.
• Verify and reconcile billing information with supporting documents, such as purchase orders, delivery receipts, and contracts.
• Process payments received from customers, including cash, checks, and electronic transfers.
• Record and apply payments accurately to customer accounts in the financial system.
• Coordinate with the accounts receivable team to resolve any billing discrepancies or customer payment issues.
• Assist in the preparation of monthly, quarterly, and annual financial statements by providing relevant billing and payment data.
• Maintain accurate and up-to-date records of customer accounts, including contact information and payment history.
• Respond to customer inquiries regarding billing and payment-related issues in a prompt and professional manner.
• Collaborate with the finance team to ensure compliance with company policies, accounting principles, and regulatory requirements.
• Contribute to process improvements and suggest ways to streamline the billing and payment processes.

Minimum Requirements:

To be successful in this role, the candidate must meet the following minimum requirements:

• High school diploma or equivalent qualification.
• Proven experience working as a billing clerk or in a similar role.
• Proficient in using accounting software and MS Office applications, particularly Excel.
• Strong attention to detail and accuracy.
• Excellent numerical and data entry skills.
• Ability to prioritize tasks and meet tight deadlines.
• Effective communication skills, both verbal and written.
• Ability to work independently and collaboratively within a team.
• Basic knowledge of accounting principles and practices.
• Knowledge of billing and payment processes.

Minimum Qualifications:

• Associate’s degree in accounting, finance, or a related field (preferred).
• Professional certification in bookkeeping or accounting (preferred).

Recommended Skill Set:

• Strong analytical and problem-solving skills.
• Ability to maintain confidentiality of sensitive financial information.
• Knowledge of relevant industry regulations and compliance requirements.
• Flexibility and adaptability to handle changing priorities and workloads.
• Organizational and time management skills.
• Attention to detail while maintaining productivity.
• Positive attitude and willingness to learn and grow professionally.
• Ability to work effectively under pressure.
• Experience with billing systems or ERP software.
• Multilingual abilities (an advantage).

Please note that this job description is not exhaustive and may be subject to changes based on the needs of the organization. A successful billing clerk will play a vital role in ensuring the accuracy and efficiency of financial processes and contribute to the overall success of the company.