Duties and Responsibilities of a Billing Clerk

A billing clerk is responsible for creating invoices and credit memos, updating customer files, and sending invoices and payment reminders to customers. Their primary interaction outside the business is with customers. Internally, they deal with the shipping department and order entry department.

Principal Accountabilities

1. Issue invoices to customers
2. Issue monthly customer statements
3. Update customer files with issued invoices
4. Process credit memos
5. Update the customer master file with contact information
6. Track exceptions between the shipping log and invoice register
7. Enter invoices into customer invoicing web sites
8. Submit invoices by electronic data interchange

Billing Clerk Duties:

• Maintain and keep track of all billings, invoices, and receipts
• Verify that bills and invoices are accurate and up to date
• Receive purchase orders and issue invoices to vendors
• Co-ordinate with vendors to resolve billing issues
• Maintain all records related to the billing process and organization
• Process payments, including credit approval, checks, and ACH payments
• Manage accounts payable

Billing Clerk Responsibilities:

• Prepare sales invoices, process customer payments and requests for credit, calculate tax, and calculate and record commission
• Follow up to resolve outstanding invoices and late payments
• Follow up with clients to initiate payment and credit requests
• Follow up with warehouse personnel to review inventory levels and order materials as needed
• Provide support and assistance to customers as needed
• Other assignments and projects as needed

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