# 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.

- Code: 43-3021.00 (O*NET-SOC; SOC 2018 43-3021)
- Family: [Office & Administrative Support](https://foundation.org.ai/occupations#family-43), one of its 55 occupations
- Tasks: 28 tasks (12 core, 11 supplemental and 5 not rated)
- Page: https://foundation.org.ai/occupations/43-3021.00
- JSON: https://foundation.org.ai/data/tasks/43-3021.00.json

## What the work is made of

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

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## Where this comes from

Quoted from O*NET 29.0, U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0: free to copy and reuse, with credit. Nothing on this page is written by the Org.AI Foundation.
