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Details for Billing, Cost, and Rate Clerks


Compile data, compute fees and charges, and prepare invoices for billing purposes. Duties include computing costs and calculating rates for goods, services, and shipment of goods; posting data; and keeping other relevant records. May involve use of computer or typewriter, calculator, and adding and bookkeeping machines.


  • Verify accuracy of billing data and revise any errors.
  • Operate typing, adding, calculating, and billing machines.
  • Prepare itemized statements, bills, or invoices; and record amounts due for items purchased or services rendered.
  • Review documents such as purchase orders, sales tickets, charge slips, or hospital records in order to compute fees and charges due.
  • Perform bookkeeping work, including posting data and keeping other records concerning costs of goods and services and the shipment of goods.
  • Keep records of invoices and support documents.
  • Resolve discrepancies in accounting records.
  • Type billing documents, shipping labels, credit memorandums, and credit forms, using typewriters or computers.
  • Contact customers in order to obtain or relay account information.
  • Compute credit terms, discounts, shipment charges, and rates for goods and services in order to complete billing documents.
  • Answer mail and telephone inquiries regarding rates, routing, and procedures.
  • Track accumulated hours and dollar amounts charged to each client job in order to calculate client fees for professional services such as legal and accounting services.
  • Review compiled data on operating costs and revenues in order to set rates.
  • Compile reports of cost factors, such as labor, production, storage, and equipment.
  • Consult sources such as rate books, manuals, and insurance company representatives in order to determine specific charges and information such as rules, regulations, and government tax and tariff information.
  • Update manuals when rates, rules, or regulations are amended.
  • Estimate market value of products or services.


  • Enterprising - Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.
  • Conventional - Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Education, Training, Experience

  • Education - These occupations usually require a high school diploma.
  • Training - Employees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
  • Experience - Some previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.


  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  • Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • 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.
  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.


  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Related Careers

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  • Insurance Claims Clerks
  • Insurance Policy Processing Clerks
  • Loan Interviewers and Clerks
  • New Accounts Clerks
  • Office Clerks, General
  • Secretaries, Except Legal, Medical, and Executive
Wages for this career
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