Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.
Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge
1) Verify accuracy of billing data and revise any errors.
2) Operate typing, adding, calculating, and billing machines.
3) Prepare itemized statements, bills, or invoices; and record amounts due for items purchased or services rendered.
4) Review documents such as purchase orders, sales tickets, charge slips, or hospital records in order to compute fees and charges due.
5) Perform bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods.
6) Keep records of invoices and support documents.
7) Resolve discrepancies in accounting records.
8) Type billing documents, shipping labels, credit memorandums, and credit forms, using typewriters or computers.
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9) Contact customers in order to obtain or relay account information.
10) Compute credit terms, discounts, shipment charges, and rates for goods and services in order to complete billing documents.
11) Answer mail and telephone inquiries regarding rates, routing, and procedures.
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12) Track accumulated hours and dollar amounts charged to each client job in order to calculate client fees for professional services such as legal and accounting services.
13) Review compiled data on operating costs and revenues in order to set rates.
14) Compile reports of cost factors, such as labor, production, storage, and equipment.
15) Consult sources such as rate books, manuals, and insurance company representatives in order to determine specific charges and information such as rules, regulations, and government tax and tariff information.
16) Update manuals when rates, rules, or regulations are amended.
17) Estimate market value of products or services.
Part 1
Duties / Tasks
Part 2
Activities
Part 3
Skills
Part 4
Abilities
Part 5
Knowledge
"Billing, Cost, and Rate Clerk" Holland / RIASEC Career Code: C-E-R SOC: 43-3021.02
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