Basic Functions of the Billing Clerk

A billing clerk is responsible for creating invoices and credit memos, updating customer files, and sending invoices and payment reminders to customers. Their primary interaction outside the business is with customers. Internally, they deal with the shipping department and order entry department.

Principal Accountabilities

Issue invoices to customers. The clerk should be able to issue invoices within one day of service provision, in order to shorten the time to receipt of cash from customers.
Issue customer statements. The clerk should issue statements of unpaid amounts to customers as of the end of each month.
Update customer files. The clerk should maintain accurate records of all invoices issued to customers.
Process credit memos. The clerk should obtain approvals for credit memos and then process them in a timely manner.
Update the customer master file. If customers change their contact information, the clerk should update this information in the customer master file.
Track exceptions between the shipping log and invoice register. If there are entries in the shipping log that have not been invoiced, then the clerk tracks them down and determines whether an invoice should be issued.
Enter invoices into customer invoicing web sites. If customers demand that invoices be submitted through their invoicing portals, then the clerk is responsible for doing so. This can include electronic data interchange submissions.