What skills does a billing clerk need?

A billing clerk needs 12 essential skills including financial department processes, financial capability, allocate bills, file documents, organise business documents. Core competencies include .

Will AI replace billing clerk jobs?

The AI disruption score for billing clerk is 76/100 (very high risk). Some tasks may be automated but the role will evolve rather than disappear entirely.

LogisticsNumerical and material recording clerksISCO 4311

billing clerk

Billing clerks create credit memos, invoices and monthly customer statements and issue them to customers by all necessary means. They update customer files accordingly.

European Skills Framework

Skills and knowledge areas required for this occupation based on European classification.

Essential (12)

financial department processesfinancial department processesThe different processes, duties, jargon, role in an organisation, and other specificities of the financial department within an organisation. Understanding of financial statements, investments, disclo...financial capabilityfinancial capabilityFinancial operations such as calculations, cost estimations, budget management taking relevant commercial and statistical data into account such as data for materials, supplies and manpower.allocate billsallocate billsPrepare and issue bills to clients and debtors taken from the accounts receivable of the financial statements. Disclose the amount to pay, the due date, taxing information, and additional details as n...file documentsfile documentsCreate a filing system. Write a document catalogue. Label documents etc.organise business documentsorganise business documentsPut together documents coming from the photocopier, the mail, or the daily operations of businesses.follow up accounts receivablesfollow up accounts receivablesRevise the accounts receivables section in the financial statements in order to breakdown the financial rights that the company has over other entities. Take actions in order to close the accounts and...use office systemsuse office systemsMake appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It include...fill out formsfill out formsFill out forms of a different nature with accurate information, legible calligraphy, and within a timely manner.maintain credit history of clientsmaintain credit history of clientsCreate and maintain the credit history of clients with relevant transactions, supporting documents, and details of their financial activities. Keep these documents updated in case of analysis and disc...maintain customer recordsmaintain customer recordsKeep and store structured data and records about customers in accordance with customer data protection and privacy regulations.handle financial transactionshandle financial transactionsAdminister currencies, financial exchange activities, deposits as well as company and voucher payments. Prepare and manage guest accounts and take payments by cash, credit card and debit card.maintain financial recordsmaintain financial recordsKeep track of and finalise all formal documents representing the financial transactions of a business or project.

Optional (12)

communicate with customerscommunicate with customersRespond to and communicate with customers in the most efficient and appropriate manner to enable them to access the desired products or services, or any other help they may require.use spreadsheets softwareuse spreadsheets softwareUse software tools to create and edit tabular data to carry out mathematical calculations, organise data and information, create diagrams based on data and to retrieve them.interview bank loaneesinterview bank loaneesPerform interviews with candidates requesting a bank loan for different purposes. Pose questions in order to test the goodwill and the financial means of candidates for paying back the loan.assess debtor's financial situationassess debtor's financial situationAssess the defaulter's pecuniary circumstances by evaluating the personal income and expenses, and the balance sheet which includes the value of the house, bank account, car and other assets.count moneycount moneyCount money by sorting and wrapping money and coins.interpret financial statementsinterpret financial statementsRead, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this informa...prepare financial statementsprepare financial statementsCollect, entry, and prepare the set of financial records disclosing the financial position of a company at the end of a certain period or accounting year. The financial statements consisting of five p...handle petty cashhandle petty cashHandle petty cash for minor expenses and transactions required for the daily running of a business.process paymentsprocess paymentsAccept payments such as cash, credit cards and debit cards. Handle reimbursement in case of returns or administer vouchers and marketing instruments such as bonus cards or membership cards. Pay attent...create a financial reportcreate a financial reportFinalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.communicate by telephonecommunicate by telephoneLiaise via telephone by making and answering calls in a timely, professional and polite manner.manage accountsmanage accountsManage the accounts and financial activities of an organisation, supervising that all the documents are correctly maintained, that all the information and calculations are correct, and that proper dec...