43-3021.00 · Task explorer
Billing and Posting Clerks: reported tasks and exploration worksheet
Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.
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Read the task inventory
This source lists 26 tasks, including 7 marked Core and 19 marked Supplemental. Labels and dates are retained below. Employers can combine or divide these responsibilities differently; explore the task itself before assuming it belongs in every version of the role.
Task source dates: 08/2026.
26 tasks shown
Core · Task 23238 · 08/2026 · Incumbent
Verify accuracy of billing data and revise any errors.
Core · Task 23240 · 08/2026 · Incumbent
Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
Core · Task 23246 · 08/2026 · Incumbent
Keep records of invoices and support documents.
Core · Task 23242 · 08/2026 · Incumbent
Operate typing, adding, calculating, or billing machines.
Core · Task 23264 · 08/2026 · Incumbent
Create billing documents, shipping labels, credit memorandums, or credit forms.
Core · Task 23265 · 08/2026 · Incumbent
Perform general administrative tasks, such as answering telephones, scheduling appointments, and ordering supplies or equipment.
Core · Task 23244 · 08/2026 · Incumbent
Contact customers to obtain or relay account information.
Supplemental · Task 23260 · 08/2026 · Incumbent
Review compiled data on operating costs and revenues to set rates.
Supplemental · Task 23262 · 08/2026 · Incumbent
Answer inquiries regarding rates, routing, or procedures.
Supplemental · Task 23259 · 08/2026 · Incumbent
Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
Supplemental · Task 23256 · 08/2026 · Incumbent
Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
Supplemental · Task 23255 · 08/2026 · Incumbent
Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
Supplemental · Task 23245 · 08/2026 · Incumbent
Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
Supplemental · Task 23263 · 08/2026 · Incumbent
Compile reports of cost factors, such as labor, production, storage, and equipment.
Supplemental · Task 23243 · 08/2026 · Incumbent
Resolve discrepancies in accounting records.
Supplemental · Task 23258 · 08/2026 · Incumbent
Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
Supplemental · Task 23241 · 08/2026 · Incumbent
Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
Supplemental · Task 23248 · 08/2026 · Incumbent
Monitor equipment to ensure proper operation.
Supplemental · Task 23257 · 08/2026 · Incumbent
Update manuals when rates, rules, or regulations are amended.
Supplemental · Task 23250 · 08/2026 · Incumbent
Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
Supplemental · Task 23251 · 08/2026 · Incumbent
Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
Supplemental · Task 23247 · 08/2026 · Incumbent
Route statements for mailing or over-the-counter delivery to customers.
Supplemental · Task 23266 · 08/2026 · Incumbent
Return checks to customers or retrieve checks returned to customers in error, adjusting accounts and answering inquiries about errors as necessary.
Supplemental · Task 23237 · 08/2026 · Incumbent
Post stop-payment notices to prevent payment of protested checks.
Supplemental · Task 23239 · 08/2026 · Incumbent
Verify signatures and required information on checks.
Supplemental · Task 23249 · 08/2026 · Incumbent
Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
Make the shortlist useful
- Choose one to three activities that tell you something different about the work. Avoid selecting several ways of describing the same interest.
- For each, write an example you can discuss or a question that would change your understanding of the role.
- Keep source task IDs with your notes so you can return to the same description. Do not include private employer or customer information.
The exported worksheet distinguishes the reported task from your own notes. It supports exploration, not a hiring decision or a validated assessment.
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Source and practice material
Occupational context uses the O*NET® 31.0 Database from the U.S. Department of Labor, Employment and Training Administration, under CC BY 4.0. View the occupation.
Skill Workbench selected and adapted the occupational information and added its own fictional cases, calculations, guidance and worksheets. USDOL/ETA has not approved, endorsed or tested these additions. O*NET® is a trademark of USDOL/ETA.