Description
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.
- • Keep records of invoices and support documents.
- • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
- • Take orders for imprinted checks.
- • Encode and cancel checks, using bank machines.
- • Monitor equipment to ensure proper operation.
- • Post stop-payment notices to prevent payment of protested checks.
- • Verify accuracy of billing data and revise any errors.
- • Verify signatures and required information on checks.
- • 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.
- • Operate typing, adding, calculating, or billing machines.
- • Resolve discrepancies in accounting records.
- • Contact customers to obtain or relay account information.
- • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
- • Route statements for mailing or over-the-counter delivery to customers.
- • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
- • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
- • 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.
- • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
- • Update manuals when rates, rules, or regulations are amended.
- • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
- • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
- • Review compiled data on operating costs and revenues to set rates.
- • Answer inquiries regarding rates, routing, or procedures.
- • Compile reports of cost factors, such as labor, production, storage, and equipment.
- • Create billing documents, shipping labels, credit memorandums, or credit forms.
- • Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
- • Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
Related specializations
Interview options
Interview options
Interviewee gender
Interviewee accent
Interview time
Related Pathways
Financial Services
View
Source
Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
Learn more
Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
