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Date: 04/03/2025

Billing and Posting Clerks

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.

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    Work Activities

    Work Activities

    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
    • Take orders for imprinted checks.
    • Review compiled data on operating costs and revenues to set rates.
    • Operate typing, adding, calculating, or billing machines.
    • Contact customers to obtain or relay account information.
    • Keep records of invoices and support documents.
    • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
    • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
    • Update manuals when rates, rules, or regulations are amended.
    • 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.
    • Verify signatures and required information on checks.
    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Verify accuracy of billing data and revise any errors.
    • Encode and cancel checks, using bank machines.
    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Post stop-payment notices to prevent payment of protested checks.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Resolve discrepancies in accounting records.
    • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
    • Route statements for mailing or over-the-counter delivery to customers.
    • Monitor equipment to ensure proper operation.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
    • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.

    Skills

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Social Perceptiveness

      Understanding people's reactions.

    • Repairing

      Repairing machines or systems using the right tools.

    • Speaking

      Talking to others.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Science

      Using scientific rules and strategies to solve problems.

    • Negotiation

      Bringing people together to solve differences.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Service Orientation

      Looking for ways to help people.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Reading Comprehension

      Reading work-related information.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    • Mathematics

      Using math to solve problems.

    • Technology Design

      Making equipment and technology useful for customers.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Coordination

      Changing what is done based on other people's actions.

    • Writing

      Writing things for co-workers or customers.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Instructing

      Teaching people how to do something.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Operation and Control

      Using equipment or systems.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Time Management

      Managing your time and the time of other people.

    • Programming

      Writing computer programs.

    • Management of Material Resources

      Managing equipment and materials.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    WorkKeys®

    Applied Math
    4
    Workplace Documents
    5
    Graphic Literacy
    5

    Abilities

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Time Sharing

      Doing two or more things at the same time.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Information Ordering

      Ordering or arranging things.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Originality

      Creating new and original ideas.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Night Vision

      Seeing at night or under low light.

    • Speech Clarity

      Speaking clearly.

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Oral Expression

      Communicating by speaking.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Category Flexibility

      Grouping things in different ways.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Far Vision

      Seeing details that are far away.

    • Problem Sensitivity

      Noticing when problems happen.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Near Vision

      Seeing details up close.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Selective Attention

      Paying attention to something without being distracted.

    • Deductive Reasoning

      Using rules to solve problems.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Written Comprehension

      Reading and understanding what is written.

    • Written Expression

      Communicating by writing.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Speech Recognition

      Recognizing spoken words.

    • Trunk Strength

      Using your lower back and stomach.

    • Spatial Orientation

      Knowing where things are around you.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Oral Comprehension

      Listening and understanding what people say.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    Knowledge

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Administration and Management

      Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Customer and Personal Service

      Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • Sales and Marketing

      Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    Career Video

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    Pay

    • Ohio Annual Salary 42020/yr
    • Typical Salary
    • Ohio Hourly Wage 20.2/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 18,630
    • Yearly Projected Openings 1890

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Integrity
    • Dependability
    • Attention to Detail
    • Independence
    • Concern for Others
    • Cooperation

    Tools

    • Accounting machines
    • Check endorsing machines
    • Desktop calculator
    • Desktop computers
    • Digital cameras
    • Digital image printers
    • Filing cabinets or accessories
    • Franking or postage machines
    • Laser fax machine
    • Letter folders
    • Mail opening machines
    • Mail sealing machines
    • Microfilm cameras
    • Optical character recognition systems
    • Paper sorting machines
    • Photocopiers
    • Pocket calculator
    • Postal scales
    • Scanners
    • Scientific calculator
    • Sorters

    Technology

    • Access software
    • Accounting software
    • Business intelligence and data analysis software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Desktop publishing software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Expert system software
    • Financial analysis software
    • Graphics or photo imaging software
    • Industrial control software
    • Internet browser software
    • Medical software
    • Office suite software
    • Operating system software
    • Optical character reader OCR or scanning software
    • Presentation software
    • Project management software
    • Spreadsheet software
    • Word processing software
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