Key Achievements:
- Streamlined billing process, reducing invoice preparation time by 25%.
- Improved accuracy of invoices, reducing errors and customer queries by 30%.
- Assisted in recovering overdue payments, contributing £15,000 in revenue.
- Implemented standardised billing procedures, enhancing reporting efficiency.
- Supported month-end billing and reporting, enabling faster financial reconciliation.
Duties & Responsibilities:
- Generate and issue accurate customer invoices in line with contracts and agreements.
- Record billing transactions in accounting systems and maintain supporting documentation.
- Reconcile billing accounts and resolve discrepancies or customer queries.
- Monitor outstanding invoices and assist in collections or follow-up with customers.
- Prepare monthly, quarterly, and ad-hoc billing reports for management.
- Collaborate with sales, operations, and finance teams to ensure accurate billing.
- Assist in month-end and year-end closing procedures relating to billing.
- Maintain billing records and filing for audit and compliance purposes.
- Implement and maintain internal controls and standard operating procedures for billing.
- Support VAT and other statutory reporting related to invoices.
- Identify process improvements to enhance billing accuracy and efficiency.
- Assist in cash flow monitoring and forecasting related to accounts receivable.
- Liaise with auditors and provide billing documentation as required.
- Provide administrative support to the finance team, including data entry and reporting.
- Participate in system upgrades and automation projects for billing processes.
- Ensure compliance with company policies, statutory requirements, and professional standards.
- Provide ad-hoc analysis and reports on billing trends and outstanding accounts.
- Uphold confidentiality, professionalism, and integrity in all billing activities.
- Support training and mentoring of junior billing staff, as required.
- Contribute to the efficient and effective functioning of the finance and accounts teams.
What does a Billings Clerk do?
A Billings Clerk prepares and issues customer invoices while ensuring billing information is accurate and completed on time. They help maintain efficient billing processes, resolve invoice queries and support the organisation's revenue collection activities.
What qualifications do you need to become a Billings Clerk?
Many employers look for candidates with finance administration experience, AAT qualifications or previous billing experience. Strong numerical skills and familiarity with billing software are also advantageous.
What skills are important for a Billings Clerk?
Successful Billings Clerks require excellent attention to detail, organisational skills and strong communication abilities. Accuracy, customer service and proficiency with Microsoft Excel and finance systems are equally important.
What are the responsibilities of a Billings Clerk?
Responsibilities include preparing invoices, verifying billing information, maintaining customer billing records, resolving invoice queries, supporting revenue reporting and ensuring billing deadlines are achieved.
What career progression is available for a Billings Clerk?
Billings Clerks commonly progress into Billings Supervisor, Billings Manager, Accounts Receivable Manager or broader transactional finance leadership roles.