Compiles data and prepares invoices, bills of lading and credit memos for billing. Compiles amounts due from records such as purchase orders, sales tickets and charge slips.
GENERAL DUTIES & RESPONSIBILITIES:
- Processes all billing transactions.
- Receives and prepares billing files from a variety of sources to invoice from or upload into billing systems.
- Prints and reads computer files or gathers records and reports to compile needed data.
- Enters/uploads information into billing system or computes amounts due.
- Prepares invoices, listing products and/or services sold and amounts due.
- Prepares/processes credit memorandums to indicate returned or incorrectly billed merchandise or services.
- Prepares/processes credit forms for clients or finance companies.
- Posts transactions to accounting records such as worksheet, ledger or computer files.
- Analyzes posted data to determine if billed dollars are comparable in month over month comparison process.
- Develops/maintains process documentation for each assigned task.
- Assists in special projects.
- Reports process flow issues to Billing Supervisor.
- Interfaces with internal customer service on customer inquiries.
- Performs other related duties as assigned.
EDUCATIONAL REQUIREMENTS:
- A high school diploma or GED is required for this role.
GENERAL KNOWLEDGE, SKILLS & ABILITIES:
- Knowledge of billing principles, practices and processes.
- Knowledge of business and accounting principles and practices.
- Proficient in the use of basic office equipment and tools as well as applications specific to financials and billing systems/processes.
- Skill in data entry.
- Works well in an environment with firm deadlines; results oriented.
- Ability to multi-task and adjust schedules to meet deadlines.
- Ability to work in an organized manner.
- Ability to maintain confidentiality.
- Ability to communicate effectively verbally and in writing.
- Team skills, including the ability to establish and maintain effective working relationships.
POSITION REQUIREMENT:
- If working with federal government contract clients, an employee is required to receive federal government clearance for handling sensitive information. Employee is also required to receive annual security awareness training.