Demo

Billing Clerk

Custom Personnel
Redding, CA Full Time
POSTED ON 1/14/2025
AVAILABLE BEFORE 4/1/2025

Custom Personnel has a client seeking a Billing Clerk for their Repair Department.

The Billing Clerk manages communication with technicians, documents work, inputs data into QuickBooks, handles estimation, sales orders creation, invoicing, and coordinates with several team members in the office.

Essential Duties and Responsibilities :

Customer Service :

  • Answer incoming phone calls professionally.
  • Create and update customer information in QuickBooks.
  • Manage customer inquiries and provide information as needed.
  • Direct customers to the appropriate department.
  • Accept payments from customers as needed.

Documentation and Coordination :

  • Document all work performed in QuickBooks.
  • Create and update estimates and work orders in QuickBooks.
  • Input data from technicians into QuickBooks.
  • Update and collaborate with the repair manager on any changes to customer jobs.
  • Tag parts received with correct work order information in the repair warehouse.
  • Invoicing and Financial Operations :

  • Generate and process invoices through QuickBooks.
  • Submit invoices within 24 hours of job completion.
  • Convert completed jobs to invoices and include all relevant information.
  • Perform other related duties as assigned by the supervisor / manager.
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