Use this Billing Clerk job description template to attract organized and detail-oriented candidates who can handle invoicing, payment processing, and account reconciliation.
A Billing Clerk is responsible for managing a company’s billing processes, including generating invoices, tracking payments, updating financial records, and communicating with customers about billing issues. They ensure billing accuracy and timely payment collection.
A Billing Clerk performs administrative and financial tasks to ensure accurate and timely billing. Their key responsibilities include:
- Preparing and issuing invoices to customers.
- Reviewing billing data for accuracy and completeness.
- Processing payments and updating accounts.
- Resolving billing discrepancies or customer inquiries.
- Maintaining organized billing and financial records.
Billing Clerk Job Description Template
We are looking for a Billing Clerk to join our finance team and assist with invoicing, payment processing, and account reconciliation. The ideal candidate should have strong numerical skills, excellent attention to detail, and the ability to work with financial data accurately. If you have experience in billing, accounting support, or accounts receivable, we’d love to hear from you!
Roles & Responsibilities
- Prepare, issue, and send invoices to customers.
- Review billing information for accuracy and completeness.
- Record payments and update customer accounts.
- Follow up on overdue invoices and send reminders.
- Resolve billing errors or discrepancies promptly.
- Assist customers with billing inquiries and payment issues.
- Maintain organized billing records and documentation.
- Reconcile accounts receivable and assist with month-end closing.
- Work with the finance team to improve billing processes.
- Ensure compliance with company policies and accounting standards.
Requirements & Skills
- High school diploma or equivalent; Associate’s degree in Accounting is a plus.
- Proven experience as a Billing Clerk, Billing Specialist, or similar role.
- Strong numerical and data-entry skills.
- Knowledge of accounting principles and billing procedures.
- Proficiency in MS Office (especially Excel) and billing software.
- Excellent attention to detail and accuracy.
- Strong communication and customer service skills.
- Ability to work independently and manage deadlines.
Who do Billing Clerks report to?
Billing Clerks typically report to:
- Accounts Receivable Manager
- Billing Supervisor
- Accounting Manager
- Finance Manager
Post this on job boards and career pages to hire professionals skilled in billing operations, data entry, and customer communication. Feel free to customize job duties and requirements based on your company’s needs. Similar job titles include Billing Specialist, Accounts Receivable Clerk, and Invoice Clerk.
How to Assess Billing Clerk Skills Effectively
Candidates may list billing or bookkeeping experience on their resumes, but assessing their actual ability to process invoices, manage accounts, and maintain accuracy before the interview is crucial. A structured billing clerk assessment ensures you hire professionals who can support smooth financial operations and reduce billing errors.
Here’s how you can assess billing clerk proficiency effectively with WeCP:
- Invoice Processing & Data Entry – Test candidates on their ability to generate, review, and input invoices with high accuracy.
- Accounts Receivable & Payment Tracking – Evaluate their capability to reconcile accounts, track payments, and follow up on outstanding balances.
- Software & System Knowledge – Assess their proficiency in billing software, ERP systems, and tools like Excel or QuickBooks.
- Attention to Detail & Error Detection – Check their skills in identifying discrepancies, correcting billing issues, and maintaining data integrity.
- Communication & Customer Coordination – Ensure they can communicate with clients, resolve billing inquiries, and maintain professional interactions.
With WeCP’s billing clerk assessments, you can effectively filter out unqualified candidates, streamline financial workflows, and ensure accurate billing operations.
