Occupation

Billing and Posting Clerks

Human Advantage 70%

Significant human skills needed

AI Automation Risk Moderate Risk
4.3 / 10

Some tasks in this role may be augmented by AI, but human oversight and interpersonal skills remain important.

Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.

Also Known As: Account Clerk, Account Services Representative (Accounts Services Rep), Accounting Assistant, Accounting Machine Operator, Accounts Adjustable Clerk, Accounts Analyst, Accounts Payable Analyst, Accounts Payable Associate +108 more

Video

Core Tasks

  1. Verify accuracy of billing data and revise any errors.
  2. Resolve discrepancies in accounting records.
  3. Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
  4. Operate typing, adding, calculating, or billing machines.
  5. Post stop-payment notices to prevent payment of protested checks.
  6. Verify signatures and required information on checks.
  7. Keep records of invoices and support documents.
  8. Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
  9. Contact customers to obtain or relay account information.
  10. Route statements for mailing or over-the-counter delivery to customers.
  11. Monitor equipment to ensure proper operation.
  12. Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.

Supplemental Tasks (11)

  1. Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
  2. Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
  3. Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  4. 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.
  5. Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  6. Take orders for imprinted checks.
  7. Encode and cancel checks, using bank machines.
  8. Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
  9. Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
  10. Update manuals when rates, rules, or regulations are amended.
  11. Review compiled data on operating costs and revenues to set rates.

Education & Training

Job Zone 3 Job Zone Three: Medium Preparation Needed
Education: Most occupations in this zone require training in vocational schools, related on-the-job experience, or an associate's degree.
Experience: Previous work-related skill, knowledge, or experience is required for these occupations. For example, an electrician must have completed three or four years of apprenticeship or several years of vocational training, and often must have passed a licensing exam, in order to perform the job.
On-the-Job Training: Employees in these occupations usually need one or two years of training involving both on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.

Education Level Distribution

Percentage of workers in this occupation with each education level.

Some College Courses
51%
High School Diploma - or the equivalent (for example, GED)
21%
Post-Secondary Certificate - awarded for training completed after high school (for example, in agriculture or natural resources, computer services, personal or culinary services, engineering technologies, healthcare, construction trades, mechanic and repair technologies, or precision production)
17%
Associate's Degree (or other 2-year degree)
9%
Bachelor's Degree
2%

Technology & Tools

Hot Technologies

  • Epic Systems
  • Intuit QuickBooks
  • MEDITECH software
  • Microsoft Access
  • Microsoft Dynamics
  • Microsoft Excel
  • Microsoft Office software
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Project
  • Microsoft Windows
  • Microsoft Word
  • SAP software

Software (59)

  • Accounting software
  • Accuity EPICWare
  • Aderant legal software
  • Allscripts Professional PM
  • Automated billing software
  • CAI Software Seasoft
  • Check imaging software
  • Check processing software
  • Check sorting control software
  • Customer relationship management CRM software
  • Database software
  • Desktop publishing software
  • File management systems
  • Fiserv PEP+ reACH
  • GE Healthcare Centricity EMR
  • Healthcare common procedure coding system HCPCS
  • HelpIT Systems addressIT
  • IBM Cognos Impromptu
  • IPS of Boston DoubleCheck
  • Image Deposit Exchange Check Station
  • Image exchange networks
  • Image replacement document IRD printing software
  • Medical billing software
  • Medical condition coding software
  • Medical procedure coding software
  • Microsoft Dynamics GP
  • Mitek Systems ImageNet Payments
  • NetSuite ERP
  • Optical character recognition OCR software
  • Oracle E-Business Suite Financials
  • Oracle JD Edwards EnterpriseOne
  • Oracle PeopleSoft Financials
  • Positive pay software
  • Practice management software PMS
  • Prime Clinical
  • QuoteWerks
  • Remote deposit capture software
  • Sage 50 Accounting
  • Sage Medical Manager
  • Spreadsheet software
  • Thomson Reuters Elite Enterprise
  • VECTORsgi Check Management Solution
  • VECTORsgi Image Exchange Solution
  • Web browser software
  • Word processing software
  • eMDs Medisoft

Tools & Equipment (26)

  • 10-key calculators
  • Billing machines
  • Bookkeeping machines
  • Check and document signers
  • Check cancelling machines
  • Check filing cabinets
  • Check sorting machines
  • Desktop computers
  • Digital cameras
  • Digital postal meters
  • Envelope opening machines
  • Envelope sealing machines
  • Envelope stuffers
  • Handheld calculators
  • Laser facsimile machines
  • Magnetic ink character recognition MICR encoding machines
  • Magnetic ink character recognition MICR printers
  • Magnetic ink character recognition MICR readers
  • Mechanical postal meters
  • Microfilm cameras
  • Paper collaters
  • Paper folders
  • Photocopiers
  • Proof machines
  • Scanners
  • Shipping scales

Where This Career Leads

Career progression organized by specialty track and experience level.

Accounting Financial Services

Zone 3
Billing and Posting Clerks You are here
Zone 4

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