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Billing and Posting Clerks

Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
  • Summary

  • Details

  • Work Activities

    • Resolve discrepancies in accounting records.
    • Monitor equipment to ensure proper operation.
    • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
    • Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
    • Review compiled data on operating costs and revenues to set rates.
    • Contact customers to obtain or relay account information.
    • Route statements for mailing or over-the-counter delivery to customers.
    • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
    • Keep records of invoices and support documents.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Operate typing, adding, calculating, or billing machines.
    • Verify accuracy of billing data and revise any errors.
    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
    • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
    • Take orders for imprinted checks.
    • Encode and cancel checks, using bank machines.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Update manuals when rates, rules, or regulations are amended.
    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Post stop-payment notices to prevent payment of protested checks.
    • Verify signatures and required information on checks.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.

    Skills

    • Repairing
      • Repairing machines or systems using the right tools.
    • Systems Analysis
      • Figuring out how a system should work and how changes in the future will affect it.
    • Troubleshooting
      • Figuring out what is causing equipment, machines, wiring, or computer programs to not work.
    • Coordination
      • Changing what is done based on other people's actions.
    • Reading Comprehension
      • Reading work-related information.
    • Speaking
      • Talking to others.
    • Active Learning
      • Figuring out how to use new ideas or things.
    • Social Perceptiveness
      • Understanding people's reactions.
    • Operations Analysis
      • Figuring out what a product or service needs to be able to do.
    • Negotiation
      • Bringing people together to solve differences.
    • Installation
      • Installing equipment, machines, wiring, or computer programs.
    • Equipment Selection
      • Deciding what kind of tools and equipment are needed to do a job.
    • Complex Problem Solving
      • Noticing a problem and figuring out the best way to solve it.
    • Equipment Maintenance
      • Planning and doing the basic maintenance on equipment.
    • Management of Financial Resources
      • Making spending decisions and keeping track of what is spent.
    • Critical Thinking
      • Thinking about the pros and cons of different ways to solve a problem.
    • Persuasion
      • Talking people into changing their minds or their behavior.
    • Time Management
      • Managing your time and the time of other people.
    • Management of Material Resources
      • Managing equipment and materials.
    • Judgment and Decision Making
      • Thinking about the pros and cons of different options and picking the best one.
    • Science
      • Using scientific rules and strategies to solve problems.
    • Programming
      • Writing computer programs.
    • Service Orientation
      • Looking for ways to help people.
    • Operations Monitoring
      • Watching gauges, dials, or display screens to make sure a machine is working.
    • Management of Personnel Resources
      • Selecting and managing the best workers for a job.
    • Operation and Control
      • Using equipment or systems.
    • Quality Control Analysis
      • Testing how well a product or service works.
    • Monitoring
      • Keeping track of how well people and/or groups are doing in order to make improvements.
    • Mathematics
      • Using math to solve problems.
    • Instructing
      • Teaching people how to do something.
    • Technology Design
      • Making equipment and technology useful for customers.
    • Systems Evaluation
      • Measuring how well a system is working and how to improve it.
    • Active Listening
      • Listening to others, not interrupting, and asking good questions.
    • Writing
      • Writing things for co-workers or customers.
    • Learning Strategies
      • Using the best training or teaching strategies for learning new things.

    Abilities

    • Speed of Closure
      • Quickly knowing what you are looking at.
    • Oral Expression
      • Communicating by speaking.
    • Speed of Limb Movement
      • Quickly moving your arms and legs.
    • Sound Localization
      • Noticing the direction that a sound came from.
    • Response Orientation
      • Quickly deciding if you should move your hand, foot, or other body part.
    • Written Expression
      • Communicating by writing.
    • Category Flexibility
      • Grouping things in different ways.
    • Depth Perception
      • Deciding which thing is closer or farther away from you, or deciding how far away it is from you.
    • Hearing Sensitivity
      • Telling the difference between sounds.
    • Stamina
      • Exercising for a long time without getting out of breath.
    • Night Vision
      • Seeing at night or under low light.
    • Wrist-Finger Speed
      • Making fast, simple, repeated movements of your fingers, hands, and wrists.
    • Near Vision
      • Seeing details up close.
    • Originality
      • Creating new and original ideas.
    • Number Facility
      • Adding, subtracting, multiplying, or dividing.
    • Selective Attention
      • Paying attention to something without being distracted.
    • Visualization
      • Imagining how something will look after it is moved around or changed.
    • Multilimb Coordination
      • Using your arms and/or legs together while sitting, standing, or lying down.
    • Memorization
      • Remembering words, numbers, pictures, or steps.
    • Spatial Orientation
      • Knowing where things are around you.
    • Written Comprehension
      • Reading and understanding what is written.
    • Flexibility of Closure
      • Seeing hidden patterns.
    • Explosive Strength
      • Jumping, sprinting, or throwing something.
    • Gross Body Coordination
      • Moving your arms, legs, and mid-section together while your whole body is moving.
    • Peripheral Vision
      • Seeing something to your side when your are looking ahead.
    • Speech Clarity
      • Speaking clearly.
    • Trunk Strength
      • Using your lower back and stomach.
    • Glare Sensitivity
      • Seeing something even if there is a glare or very bright light.
    • Arm-Hand Steadiness
      • Keeping your arm or hand steady.
    • Problem Sensitivity
      • Noticing when problems happen.
    • Time Sharing
      • Doing two or more things at the same time.
    • Information Ordering
      • Ordering or arranging things.
    • Perceptual Speed
      • Quickly comparing groups of letters, numbers, pictures, or other things.
    • Finger Dexterity
      • Putting together small parts with your fingers.
    • Inductive Reasoning
      • Making general rules or coming up with answers from lots of detailed information.
    • Manual Dexterity
      • Holding or moving items with your hands.
    • Dynamic Strength
      • Exercising for a long time without your muscles getting tired.
    • Rate Control
      • Changing when and how fast you move based on how something else is moving.
    • Reaction Time
      • Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.
    • Dynamic Flexibility
      • Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.
    • Static Strength
      • Lifting, pushing, pulling, or carrying.
    • Fluency of Ideas
      • Coming up with lots of ideas.
    • Mathematical Reasoning
      • Choosing the right type of math to solve a problem.
    • Oral Comprehension
      • Listening and understanding what people say.
    • Deductive Reasoning
      • Using rules to solve problems.
    • Control Precision
      • Quickly changing the controls of a machine, car, truck or boat.
    • Gross Body Equilibrium
      • Keeping your balance or staying upright.
    • Far Vision
      • Seeing details that are far away.
    • Auditory Attention
      • Paying attention to one sound while there are other distracting sounds.
    • Extent Flexibility
      • Bending, stretching, twisting, or reaching with your body, arms, and/or legs.
    • Speech Recognition
      • Recognizing spoken words.
    • Visual Color Discrimination
      • Noticing the difference between colors, including shades and brightness.

    Knowledge

    • Biology
      • Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.
    • Computers and Electronics
      • Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
    • Physics
      • Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.
    • Medicine and Dentistry
      • Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.
    • History and Archeology
      • Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.
    • Engineering and Technology
      • Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.
    • Chemistry
      • Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.
    • Therapy and Counseling
      • Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.
    • Philosophy and Theology
      • Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.
    • Public Safety and Security
      • Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.
    • Administration and Management
      • Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
    • Administrative
      • Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.
    • Personnel and Human Resources
      • Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.
    • English Language
      • Knowledge of the structure and content of the English language including the meaning and spelling of words, and rules of composition and grammar.
    • Sociology and Anthropology
      • Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.
    • Telecommunications
      • Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.
    • Geography
      • Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.
    • Fine Arts
      • Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.
    • Customer and Personal Service
      • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
    • Design
      • Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.
    • Psychology
      • Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.
    • Sales and Marketing
      • Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
    • Transportation
      • Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.
    • Education and Training
      • Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.
    • Production and Processing
      • Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.
    • Mechanical
      • Knowledge of machines and tools, including their designs, uses, repair, and maintenance.
    • Foreign Language
      • Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.
    • Economics and Accounting
      • Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
    • Law and Government
      • Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.
    • Communications and Media
      • Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.
    • Building and Construction
      • Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.
    • Food Production
      • Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.
    • Mathematics
      • Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    Education

    Education
    High school diploma or equivalent
    Work Experience
    No work experience
    Training
    1 to 12 months on-the-job training

    Pay

    Washington Annual Salary
    56230/yr
    Washington Hourly Wage
    27.03/hr

    Washington Employment Trends

    Currently Employed
    12,770
    Yearly Projected Openings
    1520

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines. They do well at jobs that need:
    • Integrity
    • Dependability
    • Attention to Detail
    • Independence
    • Concern for Others
    • Cooperation

    Tools

    • Accounting machines
    • Check endorsing machines
    • Desktop calculator
    • Desktop computers
    • Digital cameras
    • Digital image printers
    • Filing cabinets or accessories
    • Franking or postage machines
    • Laser fax machine
    • Letter folders
    • Mail opening machines
    • Mail sealing machines
    • Microfilm cameras
    • Optical character recognition systems
    • Paper sorting machines
    • Photocopiers
    • Pocket calculator
    • Postal scales
    • Scanners
    • Scientific calculator
    • Sorters

    Technology

    • Access software
    • Accounting software
    • Business intelligence and data analysis software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Desktop publishing software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Expert system software
    • Financial analysis software
    • Graphics or photo imaging software
    • Industrial control software
    • Internet browser software
    • Medical software
    • Office suite software
    • Operating system software
    • Optical character reader OCR or scanning software
    • Presentation software
    • Project management software
    • Spreadsheet software
    • Word processing software