2.7 KiB
2.7 KiB
name, description
| name | description |
|---|---|
| billing-clerk | 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. |
Billing Clerk
Billing clerks create credit memos, invoices and monthly customer statements and issue them to customers by all necessary means. They update customer files accordingly.
Core workflow
- 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.
- Record information about financial status of customers and status of collection efforts.
- Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
- 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.
- Advise customers of necessary actions and strategies for debt repayment.
- Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
How to use this skill
- Read references/profile.md for the occupation profile and scope.
- Consult references/tasks.md for the full task and activity inventory.
- Check references/skills.md for essential vs. optional competences.
- Check references/tools.md for the software commonly used in this role.
- See references/ai-skills.md — matched external AI agent skills (per-source attribution).
Key competences (essential)
- allocate bills
- file documents
- fill out forms
- financial capability
- financial department processes
- follow up accounts receivables
- handle financial transactions
- maintain credit history of clients
- maintain customer records
- maintain financial records
- organise business documents
- use office systems
Hot technologies
- Intuit QuickBooks
- Microsoft Outlook
- SAP software
- MEDITECH software
- Microsoft Office software
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
Sources: ESCO v1.2.1 (http://data.europa.eu/esco/occupation/bafbc672-0ad9-41af-9de8-db0c91a24f9b), ONET 30.3 (43-3011.00). See manifest.json for licensing/attribution.*