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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

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

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Technology Skills

  • Accounting software — Intuit QuickBooks Hot technology ; Sage 50 Accounting Hot technology ; Seasoft; Thomson Reuters Elite Enterprise (see all 10 examples)
  • Customer relationship management CRM software
  • Data base user interface and query software — Database software; Microsoft Access Hot technology
  • Desktop publishing software
  • Document management software — File management systems
  • Enterprise resource planning ERP software Hot technology — Microsoft Dynamics GP Hot technology ; Oracle PeopleSoft Financials Hot technology ; SAP Hot technology
  • Financial analysis software — QuoteWerks
  • Internet browser software — Web browser software
  • Medical software — eMDs Medisoft; Epic Systems Hot technology ; MEDITECH software Hot technology ; Practice management software PMS (see all 7 examples)
  • Office suite software — Microsoft Office
  • Presentation software — Microsoft PowerPoint Hot technology
  • Spreadsheet software — Microsoft Excel Hot technology
  • Word processing software — Microsoft Word

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
  • Desktop calculator — 10-key calculators
  • Desktop computers
  • Laser fax machine — Laser facsimile machines
  • Photocopiers
  • Pocket calculator — Handheld calculators
  • Scanners

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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.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • 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.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

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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.
  • Speaking — Talking to others to convey information effectively.
  • Reading Comprehension — Understanding written sentences and paragraphs in work related documents.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Coordination — Adjusting actions in relation to others' actions.
  • Monitoring — Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Service Orientation — Actively looking for ways to help people.
  • Social Perceptiveness — Being aware of others' reactions and understanding why they react as they do.
  • Time Management — Managing one's own time and the time of others.

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Abilities

  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
  • Speech Recognition — The ability to identify and understand the speech of another person.
  • Speech Clarity — The ability to speak clearly so others can understand you.
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
  • 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).
  • Near Vision — The ability to see details at close range (within a few feet of the observer).
  • 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.
  • Mathematical Reasoning — The ability to choose the right mathematical methods or formulas to solve a problem.
  • Number Facility — The ability to add, subtract, multiply, or divide quickly and correctly.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.
  • Category Flexibility — The ability to generate or use different sets of rules for combining or grouping things in different ways.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Selective Attention — The ability to concentrate on a task over a period of time without being distracted.
  • Written Expression — The ability to communicate information and ideas in writing so others will understand.

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Work Activities

  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Interacting With Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events.
  • Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form.
  • 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.
  • Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time.
  • Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work.
  • 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.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
  • Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • 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.
  • Resolving Conflicts and Negotiating with Others — Handling complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.

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Detailed Work Activities

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

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Work Context

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

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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, forest firefighters, customer service representatives, security guards, upholsterers, and tellers.
SVP Range (4.0 to < 6.0)

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Education


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

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Credentials

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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.
  • 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.

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Work Styles

  • Integrity — Job requires being honest and ethical.
  • Attention to Detail — Job requires being careful about detail and thorough in completing work tasks.
  • Dependability — Job requires being reliable, responsible, and dependable, and fulfilling obligations.
  • Cooperation — Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.
  • Stress Tolerance — Job requires accepting criticism and dealing calmly and effectively with high stress situations.
  • 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.
  • Concern for Others — Job requires being sensitive to others' needs and feelings and being understanding and helpful on the job.
  • Self Control — Job requires maintaining composure, keeping emotions in check, controlling anger, and avoiding aggressive behavior, even in very difficult situations.
  • Initiative — Job requires a willingness to take on responsibilities and challenges.
  • Adaptability/Flexibility — Job requires being open to change (positive or negative) and to considerable variety in the workplace.
  • Analytical Thinking — Job requires analyzing information and using logic to address work-related issues and problems.
  • Persistence — Job requires persistence in the face of obstacles.
  • Social Orientation — Job requires preferring to work with others rather than alone, and being personally connected with others on the job.
  • Achievement/Effort — Job requires establishing and maintaining personally challenging achievement goals and exerting effort toward mastering tasks.
  • Innovation — Job requires creativity and alternative thinking to develop new ideas for and answers to work-related problems.
  • Leadership — Job requires a willingness to lead, take charge, and offer opinions and direction.

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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.
  • 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.
  • Independence — Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

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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 (2015) $16.85 hourly, $35,050 annual
State wages Local Salary Info
 
Employment (2014) 515,000 employees
Projected growth (2014-2024) Faster than average (9% to 13%) Faster than average (9% to 13%)
Projected job openings (2014-2024) 174,100
State trends Employment Trends
 
Top industries (2014)

Source: Bureau of Labor Statistics 2015 wage data external site and 2014-2024 employment projections external site. "Projected growth" represents the estimated change in total employment over the projections period (2014-2024). "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.

  • Financial clerks external site. Bureau of Labor Statistics, U.S. Department of Labor. Occupational Outlook Handbook, 2016-17 Edition.

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