Roles · Accounting and bookkeeping

AI billing clerk

Compiles billing data and prepares invoices for services or goods. Keeps records and contacts customers to relay account information.

James Costa“I prepare invoices and keep records of invoices.”An example character, not a real person.
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Billing clerk · What it does

Three tasks it takes off your hands

  1. Prepare itemised statements, bills, or invoices and record amounts due.
  2. Keep records of invoices and support documents.
  3. Contact customers to obtain or relay account information.
Where these come from

The tasks of “Billing and Posting Clerks” (O*NET 43-3021.00), as O*NET lists them:

  • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
  • Keep records of invoices and support documents.
  • Contact customers to obtain or relay account information.

Billing clerk · Tools and industries

It works in the tools you already use

  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft Word
  • Epic Systems
  • Intuit QuickBooks

Industries it fits

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Role facts from O*NET 31.0 Database (U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), CC BY 4.0), written in our words. Sources and credits

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