Top 12 Billing Clerk Skills to Put on Your Resume
A sharp resume helps billing clerks punch through the noise. Lead with skills that actually move money, prevent errors, and keep records airtight. Below, twelve essentials. Practical, concrete, and tuned to what hiring managers actually scan for.
Billing Clerk Skills
- QuickBooks
- Excel
- SAP
- Invoicing
- Accounts Receivable
- Data Entry
- Oracle Financials
- Customer Service
- Bookkeeping
- Microsoft Dynamics
- Payment Processing
- Salesforce
1. QuickBooks
QuickBooks centralizes invoicing, expense tracking, and financial reporting so billing gets out the door cleanly and on time.
Why It's Important
It trims manual work, tracks payments, keeps ledgers tidy, and surfaces errors before they snowball. Faster billing, fewer headaches.
How to Improve QuickBooks Skills
Make it hum, not grind:
Lean on shortcuts: Keyboard shortcuts shave minutes every hour.
Automate recurring invoices: Set schedules for repeat clients and stop rebuilding the same bill.
Customize templates: Add required fields, branding, and payment instructions so customers pay without questions.
Integrate time tracking: Sync approved time with invoices to bill accurately, every time.
Reconcile monthly: Bank and card reconciliations catch mismatches while they’re small.
Use Undeposited Funds correctly: Group payments before deposit to keep the bank feed aligned.
Stay updated: New releases fix bugs and add billing features you want.
Small tweaks, real speed. Accuracy climbs; steps fall away.
How to Display QuickBooks Skills on Your Resume
2. Excel
Excel sorts, calculates, and spotlights patterns. Perfect for invoice logs, payment tracking, and quick analysis.
Why It's Important
It turns raw billing data into answers—totals, trends, exceptions—fast and reliably.
How to Improve Excel Skills
Practical upgrades that pay off:
Nail core formulas: SUM, AVERAGE, IF, XLOOKUP (a modern upgrade from VLOOKUP), and TEXT functions for clean formatting.
Pivot Tables: Summarize aging, by customer, by term, by status—no sweat.
Data Validation: Lock down entry lists for terms, status, and codes to prevent bad data.
Macros or Office Scripts: Automate repetitive formatting and report assembly.
Keyboard shortcuts: Speed stacks up over hundreds of cells.
Use Tables: Structured references and auto-fill formulas make maintenance easy.
Better visuals: Conditional formatting and simple charts sell the story quickly.
Power Query basics: Import, clean, and combine CSVs or exports without manual copy-paste.
Cleaner sheets. Fewer mistakes. Faster closeouts.
How to Display Excel Skills on Your Resume
3. SAP
SAP (including S/4HANA) ties together invoicing, receivables, and reporting. Billing clerks live in FI-AR and often touch SD. Fiori apps streamline everyday tasks.
Why It's Important
Integrated data means fewer duplicates, stronger controls, and invoices that move through approval and out the door without friction.
How to Improve SAP Skills
Dial in the essentials:
Know your modules: FI-AR, SD billing, and related master data. Understand document flow end to end.
Templates and variants: Save selection variants for recurring reports and runs.
Fiori favorites: Pin your daily tiles and streamline launchpads.
Validation and substitutions: Guardrails stop bad postings before they land.
Automation: Batch jobs and output management reduce manual steps.
Excel integration: Export with correct fields; use consistent layouts for reconciliations.
Keep current: New releases add billing and compliance improvements—track what changes.
Fewer clicks. Fewer reworks. Better audit trails.
How to Display SAP Skills on Your Resume
4. Invoicing
Creating, sending, and tracking invoices—clearly, promptly, accurately. That’s the heartbeat of billing.
Why It's Important
Clear invoices get paid faster. Accurate ones prevent disputes. Together, they protect cash flow.
How to Improve Invoicing Skills
Smooth the pipeline:
Automate where possible: Schedule recurring invoices and auto-send reminders.
Standardize templates: Consistent line items, terms, and tax treatment reduce back-and-forth.
Keep customer data fresh: Addresses, contacts, purchase order numbers—updated and verified.
Itemize clearly: Spell out quantities, rates, dates, and descriptions so charges are obvious.
State terms upfront: Due dates, late fees, accepted methods—all explicit.
Offer multiple payment methods: Card, ACH, bank transfer. Make it easy to pay.
Use cloud-based systems: Access anywhere, faster approvals, quicker corrections.
Automate follow-ups: Gentle nudges before and after due dates keep DSO down.
Maintain records: Store invoices and proofs of delivery for audits and disputes.
Ask for feedback: If customers stumble, fix the friction.
Clarity in, cash out.
How to Display Invoicing Skills on Your Resume
5. Accounts Receivable
Money owed but not yet paid. Tracking, aging, collecting, and reconciling—day after day.
Why It's Important
AR health drives cash flow. Clean AR reduces write-offs and keeps leadership informed.
How to Improve Accounts Receivable Skills
Turn AR into a system, not a scramble:
Invoice fast and accurately: Errors delay payments; speed matters.
Set crystal-clear terms: Net terms, discounts, late fees—documented and visible.
Automate reminders: Nudge at key intervals; escalate politely when needed.
Watch aging daily: Work the 30/60/90 buckets with a defined collections cadence.
Offer options: Multiple payment methods reduce excuses.
Build relationships: Friendly, consistent communication speeds resolution.
Credit policies: Screen, set limits, and revisit periodically to manage risk.
Predictable AR beats heroic collections every time.
How to Display Accounts Receivable Skills on Your Resume
6. Data Entry
Accurate input of billing data and transactions, cleaned and checked before posting. Precision over speed, but both if you can.
Why It's Important
Bad data breaks reports, invoices, and decisions. Good data keeps everything aligned.
How to Improve Data Entry Skills
Guardrails and smart tools help:
Automate routine work: Use imports, OCR, and RPA where appropriate to reduce manual keystrokes.
Standardize procedures: Field naming, formats, and checklists so entries look the same every time.
Validate on entry: Required fields, dropdowns, and rules stop errors at the door.
Train regularly: Short refreshers on systems and shortcuts pay compounding dividends.
Audit samples: Spot-check entries weekly; fix root causes, not just symptoms.
Feedback loop: Share common errors with the team and improve templates or forms.
Quality climbs when the system nudges people toward the right input.
How to Display Data Entry Skills on Your Resume
7. Oracle Financials
A cloud ERP suite for billing, AR, AP, and reporting—built to automate flows and enforce controls.
Why It's Important
It unifies processes, reduces re-keying, and delivers reliable financial visibility—exactly what billing depends on.
How to Improve Oracle Financials Skills
Tune the system for billing speed and accuracy:
Focused training: Dive into billing, AR, and reporting features you actually touch daily.
Workflow automation: Approval rules and auto-posting shrink cycle times.
Tailored layouts: Customize pages and reports to surface the fields you need first.
Validation rules: Prevent incomplete or inconsistent invoices from posting.
Keep current: Apply releases and patches to gain new billing and compliance features.
CRM/CPQ integration: Sync customer and pricing data to stop mismatches before they happen.
User feedback: Capture clerk suggestions; iterate on forms and flows.
How to Display Oracle Financials Skills on Your Resume
8. Customer Service
Supporting customers with billing questions, disputes, and payments. Calm, clear, and solution-minded.
Why It's Important
Great service shortens payment delays, avoids chargebacks, and keeps relationships intact.
How to Improve Customer Service Skills
Make conversations count:
Speak plainly: Translate charges and terms into everyday language.
Respond quickly: Fast replies defuse tension and show respect for time.
Be exact: Verify amounts, taxes, and credits before sending anything back.
Offer self-service: Portals for statements, payments, and receipts reduce tickets.
Collect feedback: Capture themes and fix the process, not just the ticket.
Refresh training: Role-play tough calls; keep scripts and FAQs updated.
Empathy plus accuracy—customers notice.
How to Display Customer Service Skills on Your Resume
9. Bookkeeping
Recording, organizing, and reconciling financial activity. Invoices, receipts, accruals—the daily ledger grind.
Why It's Important
Solid books support accurate billing, clean audits, and confident decisions.
How to Improve Bookkeeping Skills
Raise the bar:
Stay organized: Clear naming, consistent folders, and documented routines.
Master your software: Learn automations, rules, and imports to reduce manual entries.
Know the basics: Debits, credits, accruals, revenue recognition—foundations matter.
Reconcile routinely: Bank and card accounts monthly (or faster). Catch timing differences quickly.
Keep learning: Follow updates in accounting standards and your tools.
Communicate: Coordinate with customers and accounting to resolve discrepancies fast.
Tidy books make everything easier—including month-end.
How to Display Bookkeeping Skills on Your Resume
10. Microsoft Dynamics
Dynamics 365 blends ERP and CRM so billing, AR, and customer data play nicely together.
Why It's Important
Automated workflows, accurate data, and swift invoicing—less rework, more predictability.
How to Improve Microsoft Dynamics Skills
Make it fit your day:
Customize thoughtfully: Simplify forms, views, and business rules to match billing steps.
Automate billing: Use workflows/Power Automate for approvals, reminders, and postings.
Integrate wisely: Sync with CRM, CPQ, or finance via data entities and the Power Platform.
Train continuously: Explore Microsoft Learn paths relevant to billing and AR.
Leverage Copilot: Use AI assistance for summaries, insights, and pattern spotting.
Collect feedback: Use surveys or internal channels to iterate on the setup.
Configured well, Dynamics becomes a quiet partner that speeds your day.
How to Display Microsoft Dynamics Skills on Your Resume
11. Payment Processing
Capturing payments securely and settling funds. Card, ACH, bank transfer—fast and traceable.
Why It's Important
It touches cash flow directly. Smooth processing means fewer failed payments and happier customers.
How to Improve Payment Processing Skills
Tighten the flow:
Automate invoicing: Reduce manual steps between invoice, send, and payment.
Offer multiple methods: Card, ACH, wire, digital wallets—meet customers where they are.
Security first: Maintain PCI compliance, use tokenization, and enable strong fraud checks.
Account updater services: Keep stored card details current to cut declines.
Clear terms: Spell out due dates, fees, and dispute windows.
Go electronic: E-billing and online portals shorten the payment cycle.
Incentivize early pay: Small discounts can accelerate cash.
Communicate: Proactive notices reduce surprises and disputes.
Secure, simple, swift—the trio to aim for.
How to Display Payment Processing Skills on Your Resume
12. Salesforce
A cloud CRM that can handle quote-to-cash, customer data, and billing workflows when configured with the right products.
Why It's Important
Centralized data, automated invoicing, and clear dashboards—billing gains speed and visibility.
How to Improve Salesforce Skills
Modernize the setup:
Use Salesforce Billing (where applicable): Automate ratings, invoices, and revenue steps for complex pricing.
Protect data quality: Apply Matching and Duplicate Rules, validation rules, and scheduled cleanup routines.
Automate with Flow: Replace legacy workflow and Process Builder with record-triggered Flows for stability and control.
Build focused dashboards: AR aging, disputed invoices, upcoming renewals—front and center.
Integrate accounting: Connect to your finance system through vetted marketplace apps or middleware.
Keep learning: Use role-based learning paths to stay current with releases and features.
Well-governed Salesforce means fewer surprises and faster cash collection.
How to Display Salesforce Skills on Your Resume
