OUR SERVICES: BILLING

Billing Clerk

What Does a Billing Clerk do?

A Billing Clerk is responsible for creating and sending invoices to customers for goods or services provided. They ensure accuracy in billing information, including prices, quantities, and payment terms. Billing Clerks may also process payments, handle billing inquiries from customers or internal departments, and reconcile accounts receivable records. Additionally, they may assist in resolving billing discrepancies and generating financial reports related to billing activities. Their role is crucial in maintaining positive relationships with customers, ensuring timely payments, and contributing to the economic health and stability of the organization through efficient billing processes.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Generating and sending invoices to customers for goods or services provided.
    • Verifying the accuracy of billing information, including prices and quantities.
    • Processing payments and recording transactions accurately.
    • Handling billing inquiries and resolving discrepancies.
    • Reconciling accounts receivable records and ensuring timely payments.
    • Assisting in generating financial reports related to billing activities.

    Day-to-Day Duties

    • Generate and send invoices to customers.
    • Process payments and record transactions.
    • Handle billing inquiries and resolve discrepancies.
    • Reconcile accounts receivable records.
    • Assist in generating financial reports.

    SKILLS AND TOOLS

    Soft Skills

    • Attention to detail
    • Time management
    • Communication skills
    • Problem-solving abilities
    • Organization
    • Adaptability
    • Empathy
    • Customer service orientation

    Hard Skills

    • Proficiency in billing software
    • Knowledge of billing processes and procedures
    • Data entry accuracy
    • Basic accounting principles
    • Customer database management
    • Financial reporting familiarity

    Tools

    QuickBooks, FreshBooks, or Zoho Invoice 70%
    Microsoft Excel or Google Sheets 90%
    Customer Relationship Management (CRM) Software like Salesforce or HubSpot 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business administration
    • Forensic Finance
    • Billing Certification
    • Associate’s Degree
    • Business Management
    • Mathematics
    • Office Administration
    • Bookkeeping
    • Data Entry

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    QuickBooks

    QuickBooks Online (UK and US version) test to hire

    8/10

    Bookkeepers, accountants, financial clerks, financial managers, business and clerical administrators.

    GAAP

    Use the Financial accounting (US GAAP) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.

    IFRS

    Use the Financial accounting (IFRS) test to hire

    8/10

    Bookkeepers, accounts assistants, financial accountants, financial managers, and other roles requiring a good grasp of financial accounting.