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Billing Clerk Job Description Template

Job Description Template

Billing Clerk Job Description Template

August 23, 2023

Billing Clerk Job Description Template

Ready to hire? Let’s use this FREE Billing Clerk Job Description Template to learn more about the duties of the position.

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What is a Billing Clerk?

A billing clerk is a professional responsible for preparing, sending, and keeping track of bills or invoices for goods or services provided.

Their main role is to ensure that all transactions are documented and accounted for correctly.

Related Job Titles for Billing Clerk

The Top Billing Clerk Skills

Skill Why it's important
Attention to Detail Billing clerks handle financial transactions, where even minor errors can lead to significant discrepancies over time. It's essential for them to ensure accuracy in every invoice generated, payment recorded, and account updated to maintain trust and financial integrity.
Organizational Skills Given the volume of invoices, payments, and related documentation that billing clerks deal with, being organized is crucial. Efficiently managing and retrieving records, handling multiple tasks simultaneously, and keeping track of deadlines ensures smooth operations and timely billing.
Proficiency with Accounting and Billing Software Most companies use specific software for accounting and billing purposes. Familiarity or expertise with these tools ensures that the billing process is efficient, accurate, and aligned with the company's processes. It also reduces the learning curve when starting in the role.
Communication Skills Billing clerks interact with various departments within an organization and directly with clients or customers. They must be able to clearly explain invoices, address discrepancies, or clarify any billing-related concerns. Effective communication helps in resolving issues quickly and maintaining good customer relations.
Analytical Skills Billing clerks often need to analyze transaction histories, identify discrepancies, and reconcile accounts. Being able to interpret and make sense of data ensures the reliability of the billing process and helps in identifying and rectifying any anomalies.

Billing Clerk Job Description Template (Free)

Are you a detail-oriented individual with a passion for numbers and a knack for keeping things organized? We’re searching for a dedicated Billing Clerk to become an integral part of our fast-paced finance team.

At [Company Name], we pride ourselves on maintaining financial accuracy and transparency, ensuring our operations run seamlessly. As our Billing Clerk, you’ll play a pivotal role in upholding these values, managing crucial billing operations and directly influencing our company’s financial health. Dive into a position where every invoice tells a story, and your meticulous nature makes a direct impact!

Billing Clerk Duties & Responsibilities:

  • Prepare and send accurate invoices based on orders and contracts.
  • Record and match payments to invoices.
  • Match billing records with cash receipts.
  • Resolve billing-related questions and concerns.
  • Keep organized billing transaction records.
  • Monitor and remind clients of unpaid invoices.
  • Coordinate with sales, customer service, and accounting for accurate billing.
  • Generate and provide periodic billing activity reports for management review.

Billing Clerk Requirements:

  • High school diploma or equivalent, with preference given to those with relevant certifications or degrees in finance or accounting.
  • Experience with accounting and billing software, such as QuickBooks, Sage, or other industry-specific systems.
  • Previous experience in billing, accounts receivable, or a related financial role is preferred.
  • Ability to spot discrepancies in financial records and ensure accuracy in all transactions.
  • Strong written and verbal communication skills to interact effectively with customers and internal departments.
  • Capability to analyze financial data, understand billing processes, and recognize patterns or irregularities.

Accounting Specialist Interview Questrions

Sample Interview Questions for a Billing Clerk

Once you have all the questions gathered up you received applications, feel free to start using these sample interview questions for Billing Clerk.

  1. What motivates you to excel in a role that requires attention to detail and precision?
  2. Describe a time when you had to handle a high-pressure situation or tight deadline in a previous role. How did you manage it?
  3. How do you prioritize your tasks when handling multiple billing-related responsibilities?
Human Resources
  1. Describe a situation where you had a disagreement or conflict with a coworker. How did you resolve it?
  2. How do you handle feedback or criticism regarding your work?
  3. What do you think is the most challenging aspect of working in a team-oriented finance department?
  1. How do you handle a situation where a customer is unsatisfied with a billing issue?
  2. Describe a time when you took the initiative to implement a process improvement in billing or accounting.
  3. How do you ensure that your work aligns with the broader objectives of the finance department and the company as a whole?
Technical Skills and Knowledge
  1. Which billing or accounting software are you most familiar with, and how proficient are you in its use?
  2. Describe a complex billing discrepancy you encountered and how you resolved it.
  3. Explain the process you follow for reconciling billing records with cash receipts.

What are the Educational Requirements for a Billing Clerk?

The educational requirements for a Billing Clerk can vary depending on the employer and the complexity of the billing processes. However, generally, the following educational background is expected:

High School Diploma or Equivalent: At a minimum, most employers require a high school diploma or its equivalent. This ensures that the candidate has basic numerical, reading, and writing skills.

Vocational or Associate Degree: Some employers prefer candidates who have completed a vocational program or an associate degree in areas such as accounting, finance, or business administration. Such programs often cover relevant topics in bookkeeping, basic accounting, and business communication.

Certifications: While not always mandatory, some billing clerks opt to obtain certifications to validate their skills and knowledge in the field. Examples include the Certified Bookkeeper designation from the American Institute of Professional Bookkeepers (AIPB) or certifications specific to medical billing for those in the healthcare industry.

Relevant Courses: Even without a full degree, having taken courses in accounting, finance, or business can be advantageous. This can demonstrate familiarity with key concepts relevant to the role.

Specialized Training: For industries with specific billing requirements, like healthcare or utilities, specialized training might be necessary. For instance, medical billing clerks may need to be familiar with medical coding and insurance processes.

How Much to Pay a Billing Clerk when Hiring

Billing Clerks earn between $23,040 and $52,500 per year.

Their median annual salary is $41,629.

Hourly rates go from $12 to $25.

The median hourly rate is $20.

Percentile 10% 25% 50%
75% 90%
Hourly Wage $12 $17 $20 $22 $25
Annual Wage $23,040 $36,000 $41,629 $46,000 $52,500

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Frequently Asked Questions about Billing Clerk


What are the primary responsibilities of a Billing Clerk?

A Billing Clerk handles the generation of bills and invoices, ensures accurate charge entries, processes account payments, and resolves any billing discrepancies.

What skills are essential for a Billing Clerk to be effective?

Key skills include:

Do Billing Clerks require any specific educational background?

Typically, a high school diploma is essential.

However, some employers may prefer candidates with an associate’s degree in accounting, finance, or a related field. Familiarity with billing procedures and software is also beneficial.

How do Billing Clerks contribute to the financial accuracy of a company?

By ensuring that invoices are accurate, timely, and aligned with provided services or products, Billing Clerks play a vital role in accurate revenue recording and minimizing financial discrepancies or disputes.

Similar Job Descriptions as Billing Clerk

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