Billing Clerk Numerical & Material Recording Clerks
SaveWhat Does a Billing Clerk Do?
Billing clerks create invoices and credit memos, issuing them to customers by all necessary means, and updating customer files. They issue invoices to customers and monthly customer statements, update customer files, process credit memos, enter and submit invoices, etc.
Resource recommendations may include affiliate links. Learn more
Where Do I Start?
Financial Capability
Financial operations such as calculations, cost estimations, budget management taking relevant commercial and statistical data into account such as data for materials, supplies and manpower.
Sign up to trackReady to go deeper? Pick up to 3 skills to focus on from the list below.
These are common skills for this role. Real-world experience matters more than ticking every box — use this as a guide, not a checklist.
Skills You Need to Become a Billing Clerk
Essential Skills
Essential Skills
-
EssentialFinancial Capability knowledge
Financial operations such as calculations, cost estimations, budget management taking relevant commercial and statistical data into account such as data for materials, supplies and manpower.
No book recommendations available yet.
-
EssentialFinancial Department Processes knowledge
The different processes, duties, jargon, role in an organisation, and other specificities of the financial department within an organisation. Understanding of financial statements, investments, disclosing policies, etc.
No book recommendations available yet.
-
EssentialFill Out Forms skill
Fill out forms of a different nature with accurate information, legible calligraphy, and within a timely manner.
Course recommendations coming soon.
-
EssentialHandle Financial Transactions skill
Administer 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.
Course recommendations coming soon.
-
EssentialMaintain Customer Records skill
Keep and store structured data and records about customers in accordance with customer data protection and privacy regulations.
Course recommendations coming soon.
-
EssentialMaintain Financial Records skill
Keep track of and finalise all formal documents representing the financial transactions of a business or project.
Course recommendations coming soon.
-
EssentialOrganise Business Documents skill
Put together documents coming from the photocopier, the mail, or the daily operations of businesses.
Course recommendations coming soon.
-
EssentialUse Office Systems skill
Make 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 includes …
Course recommendations coming soon.
-
EssentialAllocate Bills skill
Prepare 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 …
Course recommendations coming soon.
-
EssentialFile Documents skill
Create a filing system. Write a document catalogue. Label documents etc.
Course recommendations coming soon.
-
EssentialFollow Up Accounts Receivables skill
Revise 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 …
Course recommendations coming soon.
-
EssentialMaintain Credit History Of Clients skill
Create 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 disclosure.
Course recommendations coming soon.
Optional Skills (5 of 11 displayed)
-
OptionalCommunicate By Telephone skill
Liaise via telephone by making and answering calls in a timely, professional and polite manner.
Course recommendations coming soon.
-
OptionalCommunicate With Customers skill
Respond 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.
Course recommendations coming soon.
-
OptionalCreate A Financial Report skill
Finalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.
Course recommendations coming soon.
-
OptionalHandle Petty Cash skill
Handle petty cash for minor expenses and transactions required for the daily running of a business.
Course recommendations coming soon.
-
OptionalInterpret Financial Statements skill
Read, 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 information in the …
Course recommendations coming soon.
-
OptionalManage Accounts skill
Manage 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 decisions are …
Course recommendations coming soon.
-
OptionalPrepare Financial Statements skill
Collect, 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 …
Course recommendations coming soon.
-
OptionalAssess Debtor's Financial Situation skill
Assess 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.
Course recommendations coming soon.
-
OptionalCount Money skill
Calculate money by sorting and wraping money and coins.
Course recommendations coming soon.
-
OptionalInterview Bank Loanees skill
Perform 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.
Course recommendations coming soon.
-
OptionalTake Payments For Bills skill
Accept payments from customers by cash money or credit cards.
Course recommendations coming soon.