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Billing and Posting Clerks

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.

Tasks
28 tasks12 core, 11 supplemental, 5 not rated
Family
Office & Administrative SupportOne of its 55 occupations
Code
43-3021.00SOC 2018: 43-3021

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What the work is made of

12 core tasks, 11 supplemental and 5 not rated, each quoted as published, with where it came from.

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Core: central to the jobSupplemental: done by some, not allNot rated: O*NET has not rated it core or supplemental

  1. Task 1. Verify accuracy of billing data and revise any errors.Core taskTask 23238Rated by 78 people who do the job, August 2022
  2. Task 2. Resolve discrepancies in accounting records.Core taskTask 23243Rated by 77 people who do the job, August 2022
  3. Task 3. Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.Core taskTask 23240Rated by 78 people who do the job, August 2022
  4. Task 4. Operate typing, adding, calculating, or billing machines.Core taskTask 23242Rated by 78 people who do the job, August 2022
  5. Task 5. Post stop-payment notices to prevent payment of protested checks.Core taskTask 23237Rated by 48 people who do the job, August 2022
  6. Task 6. Verify signatures and required information on checks.Core taskTask 23239Rated by 48 people who do the job, August 2022
  7. Task 7. Keep records of invoices and support documents.Core taskTask 23246Rated by 78 people who do the job, August 2022
  8. Task 8. Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.Core taskTask 23241Rated by 78 people who do the job, August 2022
  9. Task 9. Contact customers to obtain or relay account information.Core taskTask 23244Rated by 78 people who do the job, August 2022
  10. Task 10. Route statements for mailing or over-the-counter delivery to customers.Core taskTask 23247Rated by 49 people who do the job, August 2022
  11. Task 11. Monitor equipment to ensure proper operation.Core taskTask 23248Rated by 48 people who do the job, August 2022
  12. Task 12. Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.Core taskTask 23249Rated by 49 people who do the job, August 2022
  13. Task 13. Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.Supplemental taskTask 23245Rated by 77 people who do the job, August 2022
  14. Task 14. Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.Supplemental taskTask 23256Rated by 77 people who do the job, August 2022
  15. Task 15. Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.Supplemental taskTask 23250Rated by 49 people who do the job, August 2022
  16. Task 16. 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.Supplemental taskTask 23255Rated by 77 people who do the job, August 2022
  17. Task 17. Compare previously prepared bank statements with canceled checks and reconcile discrepancies.Supplemental taskTask 23251Rated by 49 people who do the job, August 2022
  18. Task 18. Take orders for imprinted checks.Supplemental taskTask 23253Rated by 49 people who do the job, August 2022
  19. Task 19. Encode and cancel checks, using bank machines.Supplemental taskTask 23254Rated by 49 people who do the job, August 2022
  20. Task 20. Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.Supplemental taskTask 23259Rated by 48 people who do the job, August 2022
  21. Task 21. Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.Supplemental taskTask 23258Rated by 78 people who do the job, August 2022
  22. Task 22. Update manuals when rates, rules, or regulations are amended.Supplemental taskTask 23257Rated by 77 people who do the job, August 2022
  23. Task 23. Review compiled data on operating costs and revenues to set rates.Supplemental taskTask 23260Rated by 77 people who do the job, August 2022
  24. Task 24. Answer inquiries regarding rates, routing, or procedures.Not ratedTask 23262Listed by O*NET analysts, November 2020
  25. Task 25. Compile reports of cost factors, such as labor, production, storage, and equipment.Not ratedTask 23263Listed by O*NET analysts, November 2020
  26. Task 26. Create billing documents, shipping labels, credit memorandums, or credit forms.Not ratedTask 23264Listed by O*NET analysts, November 2020
  27. Task 27. Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.Not ratedTask 23265Listed by O*NET analysts, November 2020
  28. Task 28. Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.Not ratedTask 23266Listed by O*NET analysts, November 2020

Where this comes from

Quoted from the U.S. Department of Labor, and credited. Nothing on this page is written by us.

How we copy and credit sources
  1. Published by
    O*NET 29.0, U.S. Department of LaborEmployment and Training Administration
  2. Classification
    Standard Occupational Classification 2018, 43-3021
  3. License
    CC BY 4.0Free to copy and reuse, with credit
  4. Changed by us
    Nothing.

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