Roles · Accounting and bookkeeping

AI statement clerk

Compiles billing data and prepares invoices for services or goods. Verifies accuracy and keeps records of invoices and support documents.

Wei Hall“I prepare invoices and keep records of invoices.”An example character, not a real person.
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Statement 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. Verify accuracy of billing data and revise any errors.
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.
  • Verify accuracy of billing data and revise any errors.

Statement 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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