Billing and Posting Clerks

SOC 43-3021.00Job Zone 3 · Medium Preparationv.26.05

Context coveredThis framework covers billing and posting clerk competencies in office and administrative support environments across financial services, healthcare, and commercial industries, from supervised data entry and invoice preparation through autonomous account management and departmental leadership.

Sources:O*NET v30.2 SkillsCrosswalk

Emerging

Entry / Apprentice

Billing data fields — verify for accuracy and flag obvious errors under direct supervisor guidance in a standard office billing environment.
Itemized invoices and statements — prepare basic drafts using billing software templates with close oversight in a clerical support role.
Invoice records and support documents — file and organize according to established office procedures under direct instruction.
Adding and calculating machines or billing software — operate for routine data entry tasks under supervision in an administrative office setting.
Check signatures and required information — verify against standard checklists under direct guidance in a financial processing environment.
Accounting software entry screens — navigate and input posting data following step-by-step procedures provided by a senior clerk.
Amounts due for items purchased or services rendered — record accurately into designated ledger fields using provided source documents.
Simple arithmetic and unit pricing — apply to confirm totals on customer bills in a structured, low-complexity billing workflow.
Written billing instructions and procedural manuals — read and interpret to complete assigned tasks in a supervised office setting.
Basic customer account information — look up and retrieve using database query software under the direction of a team lead.

Developing

Mid-level / Established

Billing data discrepancies — identify, investigate, and correct within accounting records with minimal oversight in a mid-volume billing department.
Itemized statements, bills, and invoices — prepare completely and accurately for routine client accounts using billing and invoicing software independently.
Stop-payment notices — post promptly to accounting systems to prevent payment of protested checks in accordance with departmental policy.
Invoice and support document records — maintain organized, up-to-date files using document management software within established retention schedules.
Bookkeeping entries for costs of goods, services, or shipments — post consistently and accurately across multiple accounts in a standard office cycle.
Check verification procedures — execute independently, confirming signatures and required fields against account records in a financial services environment.
Accounting and billing software tools — use proficiently to process moderate volumes of transactions with reduced supervisory review.
Billing errors reported by customers or colleagues — resolve through systematic review of source documents and account histories in a timely manner.
Time-sensitive billing cycles — manage personal workload and prioritize tasks to meet payment deadlines in a busy administrative office.
Basic billing inquiries from internal staff — respond clearly and accurately using departmental knowledge and CRM software records.

Proficient

Senior / Expert IC

Complex billing discrepancies across multiple accounts — investigate root causes and resolve autonomously using financial analysis and accounting software in a high-volume office.
Non-routine invoicing scenarios, including partial payments and adjustments — handle independently, applying critical thinking to produce accurate itemized statements.
Posting workflows for costs of goods, services, and shipments — perform across the full billing cycle with no direct oversight, ensuring ledger integrity.
Stop-payment and check verification processes — oversee end-to-end, identifying procedural gaps and recommending improvements in a financial operations environment.
Billing data accuracy across diverse customer accounts — audit systematically, applying problem sensitivity to detect patterns of recurring errors.
Document management systems and database query tools — leverage advanced features to retrieve, cross-reference, and validate records for complex billing cases.
Written billing reports and account summaries — compose clearly and precisely for management review using strong written expression skills.
Escalated customer billing disputes — resolve through thorough account analysis and professional verbal communication in a customer-facing service context.
Billing compliance with regulatory and contractual requirements — evaluate and confirm across all processed transactions in an industry-regulated environment.
Cross-functional billing issues involving multiple departments — coordinate resolution independently, communicating findings to accounting and operations teams.

Advanced

Lead / Principal / Executive

Organizational billing policies and procedures — develop, document, and implement across the department to ensure consistency and regulatory compliance.
Billing and invoicing software systems — evaluate, select, and lead deployment of upgrades or replacements to improve departmental efficiency at scale.
Junior and mid-level billing clerks — mentor, coach, and assess performance to build a high-accuracy, high-reliability billing team.
Departmental billing accuracy metrics and error-rate targets — establish, monitor, and report to senior leadership as key performance indicators.
Enterprise-wide discrepancy trends in accounting records — analyze using financial analysis tools and present data-driven corrective strategies to management.
Cross-departmental billing workflows connecting accounting, sales, and operations — design and optimize to reduce cycle times and improve cash-flow outcomes.
Audit readiness for billing and posting records — lead preparation efforts, ensuring all documentation meets internal and external compliance standards.
Training curricula for billing processes and software tools — design and deliver for new hires and continuing staff development in an administrative office context.
Vendor and client escalations involving disputed billing terms — negotiate and resolve at an organizational level, preserving business relationships and financial accuracy.
Strategic improvements to billing department capacity and technology adoption — champion and drive at the executive support level, aligning resources with organizational financial goals.

AI-at-Work Competency Framework

Sources:Anthropic Economic Index Jadhav & Danve, 2026 WEF Skills Taxonomy

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Emerging
Developing
Proficient
Advanced

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Sources:Pathsmith™ Durable Skills O*NET v30.2

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Show O*NET source anchors49 anchors · skillscrosswalk.com

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Source anchors that ground each statement

Related titles

Account Clerk · Account Services Representative (Accounts Services Rep) · Accounting Assistant · Accounting Machine Operator · Accounts Adjustable Clerk · Accounts Analyst · Accounts Payable Analyst · Accounts Payable Associate · Accounts Payable Clerk · Accounts Payable Coordinator · Accounts Receivable Analyst · Accounts Receivable Clerk (AR Clerk)

RAPIDS apprenticeships

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O*NET skills

Reading ComprehensionMathematicsCritical ThinkingMonitoringTime ManagementActive ListeningSpeakingWriting

Knowledge domains

AdministrativeCustomer and Personal ServiceEnglish LanguageEconomics and AccountingMathematicsComputers and ElectronicsAdministration and Management

Abilities

Near VisionWritten ComprehensionInformation OrderingOral ExpressionOral ComprehensionWritten ExpressionSpeech RecognitionProblem SensitivitySpeech ClarityCategory Flexibility

Work styles

Attention to DetailDependabilityIntegrityCautiousnessPerseveranceCooperation

Technology

Accounting softwareFinancial analysis softwareExpert system softwareBilling and invoicing softwareGraphics or photo imaging softwareDocument management softwareIndustrial control softwareCustomer relationship management CRM softwareData base user interface and query softwareDesktop publishing software

Tasks · seed anchors for statements

Verify accuracy of billing data and revise any errors.
Resolve discrepancies in accounting records.
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Operate typing, adding, calculating, or billing machines.
Post stop-payment notices to prevent payment of protested checks.
Verify signatures and required information on checks.
Keep records of invoices and support documents.
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.

CIP education codes

01.010601.820101.820201.820301.820451.0705