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Summary Report for:
43-3021.00 - Billing and Posting Clerks

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.

Sample of reported job titles: Account Services Representative, Accounting Clerk, Billing Clerk, Billing Coordinator, Cost Accounting Clerk, Item Processing Clerk, Statement Clerk, Statement Distribution Clerk, Statement Processor, Statement Services Representative

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

Tasks

  • Post stop-payment notices to prevent payment of protested checks. See more occupations related to this task.
  • Verify accuracy of billing data and revise any errors. See more occupations related to this task.
  • Verify signatures and required information on checks. 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.
  • Resolve discrepancies in accounting records. 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.
  • Route statements for mailing or over-the-counter delivery to customers. See more occupations related to this task.
  • Monitor equipment to ensure proper operation. See more occupations related to this task.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems. See more occupations related to this task.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment. See more occupations related to this task.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies. See more occupations related to this task.
  • Take orders for imprinted checks. See more occupations related to this task.
  • Encode and cancel checks, using bank machines. 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.
  • 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.
  • Update manuals when rates, rules, or regulations are amended. 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.
  • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand. 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.
  • Estimate market value of products or services. See more occupations related to this task.
  • Answer inquiries regarding rates, routing, or procedures. See more occupations related to this task.
  • Compile reports of cost factors, such as labor, production, storage, and equipment. See more occupations related to this task.
  • Create billing documents, shipping labels, credit memorandums, or credit forms. See more occupations related to this task.
  • Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment. See more occupations related to this task.
  • Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary. See more occupations related to this task.

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Technology Skills

  • Access software — Image Deposit Exchange Check Station; Remote deposit capture software See more occupations related to this technology.
  • Accounting software — Intuit QuickBooks Hot technology ; Sage 50 Accounting; Seasoft; Thomson Reuters Elite Enterprise (see all 10 examples) See more occupations related to this technology.
  • Business intelligence and data analysis software — IBM Cognos Impromptu Hot technology See more occupations related to this technology.
  • Customer relationship management CRM software — HelpIT Systems addressIT See more occupations related to this technology.
  • Data base user interface and query software — Database software; Microsoft Access Hot technology See more occupations related to this technology.
  • Desktop publishing software See more occupations related to this technology.
  • Document management software — Check processing software; File management systems; VECTORsgi Check Management Solution See more occupations related to this technology.
  • Electronic mail software — Microsoft Outlook Hot technology See more occupations related to this technology.
  • Enterprise resource planning ERP software Hot technology — Microsoft Dynamics Hot technology ; NetSuite ERP Hot technology ; Oracle PeopleSoft Financials; SAP Hot technology (see all 6 examples) See more occupations related to this technology.
  • Financial analysis software — Accuity EPICWare; Oracle E-Business Suite Financials; Positive pay software; QuoteWerks (see all 5 examples) See more occupations related to this technology.
  • Graphics or photo imaging software — Check imaging software; Fiserv PEP+ reACH; Mitek Systems ImageNet Payments; VECTORsgi Image Exchange Solution (see all 6 examples) See more occupations related to this technology.
  • Industrial control software — Check sorting control software See more occupations related to this technology.
  • Internet browser software — Web browser software See more occupations related to this technology.
  • Medical software — eMDs Medisoft; Medical procedure coding software; MEDITECH software Hot technology ; Practice management software PMS (see all 7 examples) See more occupations related to this technology.
  • Office suite software — Microsoft Office Hot technology See more occupations related to this technology.
  • Operating system software — Microsoft Windows Hot technology See more occupations related to this technology.
  • Optical character reader OCR or scanning software — Optical character recognition OCR software See more occupations related to this technology.
  • Presentation software — Microsoft PowerPoint Hot technology See more occupations related to this technology.
  • Project management software — Microsoft Project Hot technology See more occupations related to this technology.
  • Spreadsheet software — Microsoft Excel Hot technology See more occupations related to this technology.
  • Word processing software — Microsoft Word Hot technology See more occupations related to this technology.

Hot technology Hot Technology — a technology requirement frequently included in employer job postings.

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Tools Used

  • Accounting machines — Billing machines; Bookkeeping machines See more occupations related to this tool.
  • Check endorsing machines — Check and document signers; Check cancelling 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.
  • Digital cameras See more occupations related to this tool.
  • Digital image printers — Magnetic ink character recognition MICR printers See more occupations related to this tool.
  • Filing cabinets or accesories — Check filing cabinets See more occupations related to this tool.
  • Franking or postage machines — Digital postal meters; Mechanical postal meters See more occupations related to this tool.
  • Laser fax machine — Laser facsimile machines See more occupations related to this tool.
  • Letter folders — Paper folders See more occupations related to this tool.
  • Mail opening machines — Envelope opening machines See more occupations related to this tool.
  • Mail sealing machines — Envelope sealing machines; Envelope stuffers See more occupations related to this tool.
  • Microfilm cameras See more occupations related to this tool.
  • Optical character recognition systems — Magnetic ink character recognition MICR encoding machines; Magnetic ink character recognition MICR readers See more occupations related to this tool.
  • Paper sorting machines — Paper collaters 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.
  • Postal scales — Shipping scales See more occupations related to this tool.
  • Scanners See more occupations related to this tool.
  • Scientific calculator — Proof machines See more occupations related to this tool.
  • Sorters — Check sorting machines See more occupations related to this tool.

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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.
  • 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.
  • 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.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. See more occupations related to this knowledge.
  • Computers and Electronics — Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming. See more occupations related to this knowledge.

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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.
  • Service Orientation — Actively looking for ways to help people. See more occupations related to this skill.

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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.
  • Near Vision — The ability to see details at close range (within a few feet of the observer). 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.
  • 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.
  • 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.
  • Speech Clarity — The ability to speak clearly so others can understand you. 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.
  • 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.
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted. See more occupations related to this ability.

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Work Activities

  • 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.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. 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.
  • 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 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.
  • 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.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. 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.
  • 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.
  • 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.
  • 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.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work. 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.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job. 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.
  • Interpreting the Meaning of Information for Others — Translating or explaining what information means and how it can be used. See more occupations related to this activity.
  • Monitor Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. See more occupations related to this activity.

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Detailed Work Activities

  • Provide information to coworkers. See more occupations related to this activity.
  • Maintain financial or account records. See more occupations related to this activity.
  • 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.
  • Operate office equipment. See more occupations related to this activity.
  • Weigh parcels to determine shipping costs. See more occupations related to this activity.
  • Reconcile records of sales or other financial transactions. See more occupations related to this activity.
  • Calculate costs of goods or services. See more occupations related to this activity.
  • Order materials, supplies, or equipment. See more occupations related to this activity.
  • Discuss account status or activity with customers or patrons. See more occupations related to this activity.
  • Execute sales or other financial transactions. See more occupations related to this activity.
  • Search files, databases or reference materials to obtain needed information. See more occupations related to this activity.
  • Calculate shipping costs. 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.
  • Route mail to correct destinations. See more occupations related to this activity.
  • Analyze financial information. See more occupations related to this activity.
  • Monitor equipment operation to ensure proper functioning. See more occupations related to this activity.
  • Maintain office equipment in proper operating condition. See more occupations related to this activity.
  • Report maintenance or equipment problems to appropriate personnel. See more occupations related to this activity.
  • Answer telephones to direct calls or provide information. See more occupations related to this activity.
  • Calculate financial data. See more occupations related to this activity.
  • Explain regulations, policies, or procedures. See more occupations related to this activity.
  • Prepare financial documents, reports, or budgets. See more occupations related to this activity.
  • Prepare financial documents. See more occupations related to this activity.
  • Respond to customer problems or complaints. See more occupations related to this activity.
  • Schedule appointments. See more occupations related to this activity.

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Work Context

  • Contact With Others — How much does this job require the worker to be in contact with others (face-to-face, by telephone, or otherwise) in order to perform it? See more occupations related to this work context.
  • Telephone — How often do you have telephone conversations in this job? See more occupations related to this work context.
  • Importance of Repeating Same Tasks — How important is repeating the same physical activities (e.g., key entry) or mental activities (e.g., checking entries in a ledger) over and over, without stopping, to performing this job? See more occupations related to this work context.
  • Importance of Being Exact or Accurate — How important is being very exact or highly accurate in performing this job? See more occupations related to this work context.
  • Face-to-Face Discussions — How often do you have to have face-to-face discussions with individuals or teams in this job? See more occupations related to this work context.
  • Time Pressure — How often does this job require the worker to meet strict deadlines? See more occupations related to this work context.
  • Spend Time Sitting — How much does this job require sitting? See more occupations related to this work context.
  • Work With Work Group or Team — How important is it to work with others in a group or team in this job? See more occupations related to this work context.
  • Electronic Mail — How often do you use electronic mail in this job? See more occupations related to this work context.
  • Structured versus Unstructured Work — To what extent is this job structured for the worker, rather than allowing the worker to determine tasks, priorities, and goals? See more occupations related to this work context.
  • Letters and Memos — How often does the job require written letters and memos? See more occupations related to this work context.
  • Indoors, Environmentally Controlled — How often does this job require working indoors in environmentally controlled conditions? See more occupations related to this work context.
  • Freedom to Make Decisions — How much decision making freedom, without supervision, does the job offer? See more occupations related to this work context.
  • Spend Time Making Repetitive Motions — How much does this job require making repetitive motions? See more occupations related to this work context.
  • Frequency of Decision Making — How frequently is the worker required to make decisions that affect other people, the financial resources, and/or the image and reputation of the organization? See more occupations related to this work context.
  • Impact of Decisions on Co-workers or Company Results — What results do your decisions usually have on other people or the image or reputation or financial resources of your employer? See more occupations related to this work context.
  • Deal With External Customers — How important is it to work with external customers or the public in this job? See more occupations related to this work context.
  • Deal With Unpleasant or Angry People — How frequently does the worker have to deal with unpleasant, angry, or discourteous individuals as part of the job requirements? See more occupations related to this work context.
  • Physical Proximity — To what extent does this job require the worker to perform job tasks in close physical proximity to other people? See more occupations related to this work context.
  • Spend Time Using Your Hands to Handle, Control, or Feel Objects, Tools, or Controls — How much does this job require using your hands to handle, control, or feel objects, tools or controls? See more occupations related to this work context.
  • Coordinate or Lead Others — How important is it to coordinate or lead others in accomplishing work activities in this job? See more occupations related to this work context.

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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 orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.
SVP Range (4.0 to < 6.0)

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Credentials

Find Certifications Apprenticeship.gov

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Interests

Interest code: CES   Want to discover your interests? Take the O*NET Interest Profiler at My Next Move.

  • 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.
  • Social — Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others. See more occupations related to this interest.

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Work Styles

  • Integrity — Job requires being honest and ethical. 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.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks. 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Initiative — Job requires a willingness to take on responsibilities and challenges. 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.
  • 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.
  • Persistence — Job requires persistence in the face of obstacles. 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.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction. See more occupations related to this work style.

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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.

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Wages & Employment Trends

Median wages (2019) $18.63 hourly, $38,740 annual
State wages
Local wages
 
Employment (2019) 484,200 employees
Projected growth (2019-2029) Slower than average (1% to 2%) Slower than average (1% to 2%)
Projected job openings (2019-2029) 48,100
State trends
 
Top industries (2019)

Source: Bureau of Labor Statistics 2019 wage data external site and 2019-2029 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2019-2029). "Projected job openings" represent openings due to growth and replacement.

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Job Openings on the Web

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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.

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