Skip navigation

Summary Report for:
43-3021.02 - Billing, Cost, and Rate Clerks

Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.

Sample of reported job titles: Accounting Assistant, Accounting Clerk, Accounts Payable Clerk, Accounts Receivable Clerk, Administrative Assistant, Biller, Billing Clerk, Billing Coordinator, Billing Specialist, Office Manager

View report: Summary  Details  Custom

Tasks  |  Tools & Technology  |  Knowledge  |  Skills  |  Abilities  |  Work Activities  |  Detailed Work Activities  |  Work Context  |  Job Zone  |  Education  |  Credentials  |  Interests  |  Work Styles  |  Work Values  |  Related Occupations  |  Wages & Employment  |  Job Openings  |  Additional Information

Tasks

  • Verify accuracy of billing data and revise any errors. See more occupations related to this task.
  • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered. See more occupations related to this task.
  • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods. See more occupations related to this task.
  • Operate typing, adding, calculating, or billing machines. See more occupations related to this task.
  • Answer mail or telephone inquiries regarding rates, routing, or procedures. See more occupations related to this task.
  • Resolve discrepancies in accounting records. See more occupations related to this task.
  • Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers. See more occupations related to this task.
  • Contact customers to obtain or relay account information. See more occupations related to this task.
  • Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due. See more occupations related to this task.
  • Keep records of invoices and support documents. See more occupations related to this task.
  • 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. See more occupations related to this task.
  • Update manuals when rates, rules, or regulations are amended. See more occupations related to this task.
  • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services. See more occupations related to this task.
  • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents. See more occupations related to this task.
  • Review compiled data on operating costs and revenues to set rates. See more occupations related to this task.
  • Compile reports of cost factors, such as labor, production, storage, or equipment. See more occupations related to this task.
  • Estimate market value of products or services. See more occupations related to this task.

Find occupations related to multiple tasks

back to top

Tools & Technology

Tools used in this occupation:

  • Accounting machines — Billing machines; Bookkeeping machines See more occupations related to this tool.
  • Desktop calculator — 10-key calculators See more occupations related to this tool.
  • Desktop computers See more occupations related to this tool.
  • Laser fax machine — Laser facsimile machines See more occupations related to this tool.
  • Photocopiers See more occupations related to this tool.
  • Pocket calculator — Handheld calculators See more occupations related to this tool.
  • Scanners See more occupations related to this tool.

Technology used in this occupation:

  • Accounting software — Allscripts Professional PM; McKesson Medisoft software; Seasoft software; Thomson Reuters Elite Enterprise (see all 11 examples) See more occupations related to this technology.
  • Customer relationship management CRM software See more occupations related to this technology.
  • Data base user interface and query software — Database software; Microsoft Access; Practice management software PMS See more occupations related to this technology.
  • Desktop publishing software See more occupations related to this technology.
  • Document management software — File management systems See more occupations related to this technology.
  • Financial analysis software — QuoteWerks software See more occupations related to this technology.
  • Internet browser software — Web browser software See more occupations related to this technology.
  • Office suite software — Microsoft Office software See more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel See more occupations related to this technology.
  • Word processing software — Microsoft Word See more occupations related to this technology.

back to top

Knowledge

  • Clerical — Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology. See more occupations related to this knowledge.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. See more occupations related to this knowledge.
  • 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. See more occupations related to this knowledge.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. See more occupations related to this knowledge.

back to top

Skills

  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. See more occupations related to this skill.
  • Speaking — Talking to others to convey information effectively. See more occupations related to this skill.
  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents. See more occupations related to this skill.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. See more occupations related to this skill.
  • Coordination — Adjusting actions in relation to others' actions. See more occupations related to this skill.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. See more occupations related to this skill.
  • Service Orientation — Actively looking for ways to help people. See more occupations related to this skill.
  • Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do. See more occupations related to this skill.
  • Time Management — Managing one's own time and the time of others. See more occupations related to this skill.

back to top

Abilities

  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences. See more occupations related to this ability.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand. See more occupations related to this ability.
  • Speech Recognition — The ability to identify and understand the speech of another person. See more occupations related to this ability.
  • Speech Clarity — The ability to speak clearly so others can understand you. See more occupations related to this ability.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense. See more occupations related to this ability.
  • Information Ordering — The ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations). See more occupations related to this ability.
  • Near Vision — The ability to see details at close range (within a few feet of the observer). See more occupations related to this ability.
  • Problem Sensitivity — The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem. See more occupations related to this ability.
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem. See more occupations related to this ability.
  • Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly. See more occupations related to this ability.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing. See more occupations related to this ability.
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways. See more occupations related to this ability.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). See more occupations related to this ability.
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted. See more occupations related to this ability.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand. See more occupations related to this ability.

back to top

Work Activities

  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. See more occupations related to this activity.
  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. See more occupations related to this activity.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources. See more occupations related to this activity.
  • Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork. See more occupations related to this activity.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. See more occupations related to this activity.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. See more occupations related to this activity.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. See more occupations related to this activity.
  • Communicating with Persons Outside Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. See more occupations related to this activity.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time. See more occupations related to this activity.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work. See more occupations related to this activity.
  • Performing for or Working Directly with the Public — Performing for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests. See more occupations related to this activity.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems. See more occupations related to this activity.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job. See more occupations related to this activity.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts. See more occupations related to this activity.
  • Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. See more occupations related to this activity.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others. See more occupations related to this activity.

back to top

Detailed Work Activities

  • Verify accuracy of financial or transactional data. See more occupations related to this activity.
  • Prepare documentation for contracts, transactions, or regulatory compliance. See more occupations related to this activity.
  • Calculate costs of goods or services. See more occupations related to this activity.
  • Compile data or documentation. See more occupations related to this activity.
  • Search files, databases or reference materials to obtain needed information. See more occupations related to this activity.
  • Maintain financial or account records. See more occupations related to this activity.
  • Explain regulations, policies, or procedures. See more occupations related to this activity.
  • Reconcile records of sales or other financial transactions. See more occupations related to this activity.
  • Operate office equipment. See more occupations related to this activity.
  • Type documents. See more occupations related to this activity.
  • Analyze financial information. See more occupations related to this activity.
  • Calculate shipping costs. See more occupations related to this activity.
  • Discuss account status or activity with customers or patrons. See more occupations related to this activity.
  • Maintain operational records. See more occupations related to this activity.
  • Prepare informational or reference materials. See more occupations related to this activity.

Find occupations related to multiple detailed work activities

back to top

Work Context

  • Importance of Repeating Same Tasks — 97% responded “Extremely important.” See more occupations related to this work context.
  • Telephone — 93% responded “Every day.” See more occupations related to this work context.
  • Spend Time Sitting — 79% responded “Continually or almost continually.” See more occupations related to this work context.
  • Contact With Others — 69% responded “Constant contact with others.” See more occupations related to this work context.
  • Importance of Being Exact or Accurate — 71% responded “Extremely important.” See more occupations related to this work context.
  • Indoors, Environmentally Controlled — 91% responded “Every day.” See more occupations related to this work context.
  • Face-to-Face Discussions — 51% responded “Every day.” See more occupations related to this work context.
  • Electronic Mail — 63% responded “Every day.” See more occupations related to this work context.
  • Letters and Memos — 45% responded “Every day.” See more occupations related to this work context.
  • Time Pressure — 44% responded “Every day.” See more occupations related to this work context.
  • Spend Time Making Repetitive Motions — 39% responded “Continually or almost continually.” See more occupations related to this work context.
  • Work With Work Group or Team — 38% responded “Extremely important.” See more occupations related to this work context.
  • Frequency of Decision Making — 65% responded “Every day.” See more occupations related to this work context.
  • Structured versus Unstructured Work — 33% responded “A lot of freedom.” See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — 33% responded “Very important results.” See more occupations related to this work context.
  • Deal With External Customers — 42% responded “Extremely important.” See more occupations related to this work context.
  • Deal With Unpleasant or Angry People — 31% responded “Once a year or more but not every month.” See more occupations related to this work context.
  • Coordinate or Lead Others — 34% responded “Very important.” See more occupations related to this work context.
  • Freedom to Make Decisions — 33% responded “Some freedom.” See more occupations related to this work context.
  • Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — 48% responded “Continually or almost continually.” See more occupations related to this work context.
  • Responsibility for Outcomes and Results — 27% responded “No responsibility.” See more occupations related to this work context.
  • Sounds, Noise Levels Are Distracting or Uncomfortable — 42% responded “Every day.” See more occupations related to this work context.

back to top

Job Zone

Title Job Zone Two: Some Preparation Needed
Education These occupations usually require a high school diploma.
Related Experience Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
Job Training Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
Job Zone Examples These occupations often involve using your knowledge and skills to help others. Examples include sheet metal workers, forest fire fighters, customer service representatives, physical therapist aides, salespersons (retail), and tellers.
SVP Range (4.0 to < 6.0)

back to top

Education


Percentage of Respondents
Education Level Required
52   High school diploma or equivalent Help
22   Associate's degree
16   Some college, no degree

back to top

Credentials

Find Certifications

back to top

Interests

Interest code: CE

  • Conventional — Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow. See more occupations related to this interest.
  • Enterprising — Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business. See more occupations related to this interest.

back to top

Work Styles

  • Integrity — Job requires being honest and ethical. See more occupations related to this work style.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks. See more occupations related to this work style.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations. See more occupations related to this work style.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude. See more occupations related to this work style.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations. See more occupations related to this work style.
  • Independence — Job requires developing one's own ways of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done. See more occupations related to this work style.
  • Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job. See more occupations related to this work style.
  • Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations. See more occupations related to this work style.
  • Initiative — Job requires a willingness to take on responsibilities and challenges. See more occupations related to this work style.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace. See more occupations related to this work style.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems. See more occupations related to this work style.
  • Persistence — Job requires persistence in the face of obstacles. See more occupations related to this work style.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job. See more occupations related to this work style.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks. See more occupations related to this work style.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems. See more occupations related to this work style.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction. See more occupations related to this work style.

back to top

Work Values

  • Relationships — Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service. See more occupations related to this work value.
  • Support — Occupations that satisfy this work value offer supportive management that stands behind employees. Corresponding needs are Company Policies, Supervision: Human Relations and Supervision: Technical. See more occupations related to this work value.
  • Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy. See more occupations related to this work value.

back to top

Related Occupations

back to top

Wages & Employment Trends

Median wages data collected from Billing and Posting Clerks.
Employment data collected from Billing and Posting Clerks.
Industry data collected from Billing and Posting Clerks.

Median wages (2014) $16.54 hourly, $34,410 annual
State wages Local Salary Info
 
Employment (2012) 514,000 employees
Projected growth (2012-2022) Faster than average (15% to 21%) Faster than average (15% to 21%)
Projected job openings (2012-2022) 187,800
State trends Employment Trends
 
Top industries (2012)

Source: Bureau of Labor Statistics 2014 wage data external site and 2012-2022 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2012-2022). "Projected job openings" represent openings due to growth and replacement.

back to top

Job Openings on the Web

Find Jobs Job Banks

back to top

Sources of Additional Information

Disclaimer: Sources are listed to provide additional information on related jobs, specialties, and/or industries. Links to non-DOL Internet sites are provided for your convenience and do not constitute an endorsement.

  • Financial Clerks external site. Bureau of Labor Statistics, U.S. Department of Labor. Occupational Outlook Handbook, 2014-15 Edition.

back to top