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Billing Clerk Job Description: Top Duties and Requirements

A Billing Clerk, or Accounts Receivable Clerk, works in the finance department to generate invoices, credit memos, and updates customer information or accounting records. Their duties include being the first point of contact for specific customers, answering account-specific queries, and sending payment reminders to clients.

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Billing Clerk duties and responsibilities

A Billing Clerk is mainly responsible for issuing monthly statements and updating customer records with the most current invoices, bills, and relevant contact information. These professionals are also expected to keep track of transactions and follow up on or reconcile discrepancies between shipping logs and invoice registers. Some of their other regular duties include:

  • Collating, preparing, and issuing information related to customer accounts, including invoices, bills, inventory records, account reports, and any other relevant financial statements, using computerized or manual systems
  • Adjusting customer payments in the accounts receivable system to ensure accounts are credited correctly
  • Reconciling sales order records with shipping documents to ensure clients are billed correctly for purchased and transferred items
  • Following up through emails or phone calls with delinquent customers on overdue bills and agreeing on payment schedules where necessary
  • Operating database software and electronic billing systems to review financial data, correct discrepancies, and reconcile accounts appropriately
  • Preparing, printing, and mailing invoices to customers while applying special rates or discounts to specific bills
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What does a Billing Clerk do?

Billing Clerks are mostly employed in industries with large amounts of financial information. They perform several functions including accurately capturing, compiling, and analyzing all necessary data required to record bills. They also prepare and send invoices to respective clients, and provide excellent customer service. Some industries that employ Billing Clerks include healthcare, retail, hospitality, manufacturing, and transport.

Billing Clerk skills and qualifications

Since Billing Clerks mostly deal with enormous amounts of financial data, they need to be highly accurate and reliable in handling accounts or documents. A Billing Clerk has excellent math, financial, and general numeracy skills to achieve a reasonably high level of accuracy and reliability. In other words, they need the right blend of both soft and hard skills to succeed in this line of work. A successful billing clerk also has qualities including:

  • Excellent attention to detail
  • Active listening skills
  • Capability in monitoring and evaluating performance to take corrective action or suggest improvements
  • Ability to solve complex problems by reviewing relevant information and developing or evaluating available options
  • Quick learning skills to understand the implications of additional information, such as contractual obligations or discount offers with customers
  • Excellent clerical and critical thinking skills
  • Great interpersonal skills, especially when solving client issues
  • Trustworthy and ethical

Billing Clerk experience requirements

A Billing Clerk position is an entry-level job, so you generally don’t need to seek out candidates with previous work experience. However, those with one or two years of relevant experience in the financial industry can be an asset.

Billing Clerk education and training requirements

Candidates generally need a high school diploma or GED at minimum, though you can look for candidates with a bachelor’s degree in accounting, business administration, or a related field. Certificate courses approved by the Canadian Securities Institute, Certified General Accountants Association, or Canadian Bookkeepers Association are extremely beneficial. Familiarity with common billing software is essential, however, you may choose to provide training on-the-job for the right candidate.

Billing Clerk salary expectations

According to Indeed Salaries, average pay for a Billing Clerk in Canada is $18.21 per hour, depending on factors like a candidate’s previous experience, education level, location, and the hiring company.

Job description samples for similar positions

In case a Billing Clerk is not quite what you’re looking for, other related job descriptions include:

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Billing Clerk job description FAQs

What should you look for in a Billing Clerk resume?

Since Billing Clerks handle a company’s cash flow, they report directly to senior officials in the finance department. This depends on the company structure, but they generally report to the Head of Accounts Receivable, Finance Manager, or Financial Director.

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