Billing and Posting Clerks
Tasks
Core Tasks Include:
- Post stop-payment notices to prevent payment of protested checks.
- Verify accuracy of billing data and revise any errors.
- Verify signatures and required information on checks.
- Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
- Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
- Operate typing, adding, calculating, or billing machines.
- Resolve discrepancies in accounting records.
- Contact customers to obtain or relay account information.
- Keep records of invoices and support documents.
- Route statements for mailing or over-the-counter delivery to customers.
- Monitor equipment to ensure proper operation.
- Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
Supplemental Tasks Include:
- Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- Take orders for imprinted checks.
- Encode and cancel checks, using bank machines.
- 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.
- Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- Update manuals when rates, rules, or regulations are amended.
- Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- Review compiled data on operating costs and revenues to set rates.
Tasks Include:
- Answer inquiries regarding rates, routing, or procedures.
- Compile reports of cost factors, such as labor, production, storage, and equipment.
- Create billing documents, shipping labels, credit memorandums, or credit forms.
- Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
The data sources for the information displayed here include: O*NET™. (Using onet291)
