57 lines
2.7 KiB
Markdown
57 lines
2.7 KiB
Markdown
---
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name: billing-clerk
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description: "Occupational skill for the role 'billing clerk' (also: accounting officer, accounts receivables clerk, posting clerk, financial administration clerk, financial clerk, accounts payable officer). Use when the user asks for typical billing clerk work such as: Answer customer questions regarding problems with their accounts.; Receive payments and post amounts paid to customer accounts.; Locate and monitor overdue accounts, using computers and a variety of automated systems."
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---
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# Billing Clerk
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Billing clerks create credit memos, invoices and monthly customer statements and issue them to customers by all necessary means. They update customer files accordingly.
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## Core workflow
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1. Answer customer questions regarding problems with their accounts.
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2. Receive payments and post amounts paid to customer accounts.
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3. Locate and monitor overdue accounts, using computers and a variety of automated systems.
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4. Record information about financial status of customers and status of collection efforts.
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5. Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
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6. Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
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7. Advise customers of necessary actions and strategies for debt repayment.
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8. Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
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## How to use this skill
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- Read [references/profile.md](references/profile.md) for the occupation profile and scope.
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- Consult [references/tasks.md](references/tasks.md) for the full task and activity inventory.
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- Check [references/skills.md](references/skills.md) for essential vs. optional competences.
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- Check [references/tools.md](references/tools.md) for the software commonly used in this role.
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- See [references/ai-skills.md](references/ai-skills.md) — matched external AI agent skills (per-source attribution).
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## Key competences (essential)
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- allocate bills
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- file documents
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- fill out forms
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- financial capability
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- financial department processes
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- follow up accounts receivables
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- handle financial transactions
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- maintain credit history of clients
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- maintain customer records
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- maintain financial records
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- organise business documents
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- use office systems
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## Hot technologies
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- Intuit QuickBooks
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- Microsoft Outlook
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- SAP software
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- MEDITECH software
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- Microsoft Office software
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- Microsoft PowerPoint
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- Microsoft Excel
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- Microsoft Word
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---
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*Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/bafbc672-0ad9-41af-9de8-db0c91a24f9b), O*NET 30.3 (43-3011.00). See manifest.json for licensing/attribution.*
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