Description
Prepare and issue accurate invoices, compute charges and taxes, maintain billing records, and resolve discrepancies to ensure timely and compliant customer billing.
- • Apply pricing, discounts, taxes, freight, and credit terms to invoices.
- • Prepare and issue itemized invoices for goods and services.
- • Verify billing data for accuracy and correct errors.
- • Review purchase orders, sales orders, service tickets, and timesheets to compute charges.
- • Post approved adjustments, credits, and write-offs to customer accounts.
- • Reconcile customer accounts and resolve billing discrepancies.
- • Maintain organized billing records and supporting documentation.
- • Create credit memos and re-bills as needed.
- • Contact customers to obtain missing information or clarify charges.
- • Respond to inquiries about invoices, balances, rates, or billing procedures.
- • Generate and distribute customer statements by mail or electronically.
- • Coordinate with sales, customer service, shipping, and accounting to resolve issues.
- • Update rate tables, tax codes, and billing rules when changes occur.
- • Compute shipment charges and add to billing documents when applicable.
- • Track billable hours and expenses to calculate client fees when applicable.
- • Prepare billing activity and aging reports.
- • Assist with month-end close and reconcile A/R subledger to the general ledger.
- • Ensure compliance with company policies, contracts, and applicable taxes.
- • Process refunds and adjustments with proper approvals.
- • Create shipping labels, billing documents, and credit forms as required.
- • Maintain customer account setups and billing profiles.
- • Safeguard confidential customer and financial data.
- • Support internal and external audits with invoice backup and explanations.
- • Perform general administrative duties such as answering phones and scheduling.
- • Monitor billing queues and worklists in ERP systems.
- • Keep records of mailed or emailed invoices and delivery confirmations.
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Financial Services
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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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
