Description
Compile, compute, and record billing data to prepare and issue accurate invoices for goods shipped or services rendered; maintain supporting documentation and accounts receivable records, and resolve billing discrepancies.
- • Verify accuracy of billing data and correct errors.
- • Prepare and issue itemized invoices and record amounts due for goods or services.
- • Review purchase orders, contracts, delivery notes, timesheets, or sales tickets to compute charges.
- • Compute prices, taxes, discounts, freight, and credit terms to complete invoices.
- • Use accounting, ERP, or billing software and spreadsheets to enter and process invoice data.
- • Match invoices to sales orders and shipments; ensure required approvals and documentation.
- • Maintain organized records of invoices and supporting documents.
- • Distribute invoices via email, customer portals/EDI, or mail.
- • Batch print and assemble paper invoices for mailing; apply correct postage when needed.
- • Monitor billing queues and scheduled invoice runs to meet billing deadlines.
- • Troubleshoot invoice transmission or printing issues and escalate as needed.
- • Research and resolve billing discrepancies, short-pays, and returns; issue credits or rebills as approved.
- • Place invoice holds or credit blocks on disputed or incomplete billings.
- • Track billable hours, units, or milestones to generate project or service invoices.
- • Update billing templates, price files, tax settings, and customer profiles when rates or rules change.
- • Consult price lists, contracts, tax rules, and tariffs to determine correct charges.
- • Answer customer and internal inquiries about invoices, charges, terms, or procedures.
- • Provide invoice and aging reports or metrics to management.
- • Reconcile invoice logs to shipments, deliveries, or project records and resolve mismatches.
- • Coordinate with sales, shipping, and customer service to obtain missing information or approvals.
- • Create credit memos, adjustments, and corrected invoices as needed.
- • Maintain compliance with company policies and applicable tax and billing regulations.
- • Support month-end close with invoice cutoffs and documentation.
- • Perform general administrative tasks such as answering phones and ordering supplies.
- • Assist with correcting misapplied payments by coordinating with accounts receivable.
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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
