Billing, Cost, and Rate Clerks

Tasks

Core Tasks Include:

• Verify accuracy of billing data and revise any errors.
• Operate typing, adding, calculating, or billing machines.
• Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
• Review documents such as purchase orders, sales tickets, charge slips, or hospital records to compute fees or charges due.
• Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
• Keep records of invoices and support documents.
• Resolve discrepancies in accounting records.
• Type billing documents, shipping labels, credit memorandums, or credit forms, using typewriters or computers.
• Contact customers to obtain or relay account information.
• Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
• Answer mail or telephone inquiries regarding rates, routing, or procedures.

Supplemental Tasks Include:

• Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
• Review compiled data on operating costs and revenues to set rates.
• Compile reports of cost factors, such as labor, production, storage, or equipment.
• 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.
• Update manuals when rates, rules, or regulations are amended.
• Estimate market value of products or services.

The data sources for the information displayed here include: O*NET™ 16.0.