Top 12 Billing Assistant Skills to Put on Your Resume

Crafting a compelling resume is your first step to securing a job as a Billing Assistant, and showcasing the right skills is crucial for making a lasting impression. This article outlines the top 12 skills you need to highlight on your resume to stand out in the competitive field of billing and finance.

Billing Assistant Skills

1. QuickBooks
2. Excel
3. SAP
4. Invoicing
5. Accounts Receivable
6. Data Entry
7. Oracle Financials
8. Customer Service
9. Salesforce
10. Bookkeeping
11. Zoho Books
12. Payment Processing

1. QuickBooks

QuickBooks is accounting software for small and mid-sized businesses that helps manage invoices, track expenses, and organize financial data—handy territory for a Billing Assistant who lives in the details.

Why It's Important

QuickBooks streamlines invoicing, tracks expenses, and supports cash-flow visibility, improving accuracy and saving time across billing operations.

How to Improve QuickBooks Skills

Sharpen the setup, then smooth the flow.

1. Automate invoices: Set recurring schedules and triggers so invoices go out right after service completion.

2. Integrate payments: Connect card and ACH options to speed up collections and reduce manual work.

3. Customize templates: Add itemization, terms, and branding so clients know exactly what they’re paying for.

4. Track time: Use built-in time tracking or a connected app to bill accurately for services.

5. Keep customer data current: Update contacts, terms, and tax details to avoid billing snags.

6. Use reports: Monitor A/R aging, open balances, and payment trends to spot issues early.

7. Work mobile: Create and send invoices on the go with the mobile app for faster turnaround.

8. Link bank feeds: Auto-import and categorize transactions to simplify reconciliation.

How to Display QuickBooks Skills on Your Resume

2. Excel

Excel is the spreadsheet workhorse for organizing, calculating, and analyzing billing data—essential for invoices, schedules, and payment tracking.

Why It's Important

It powers clean data, quick math, and repeatable processes. Less rework, fewer errors, faster reporting.

How to Improve Excel Skills

Tighter formulas, smarter structure, cleaner controls.

1. Master key functions: XLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, TEXT functions, FILTER, UNIQUE, and PivotTables.

2. Data validation: Dropdowns, input rules, and error alerts to keep entries consistent.

3. Automate with macros: Record or write simple VBA for repetitive formatting and report creation.

4. Conditional formatting: Flag due dates, overdue balances, or unusual amounts at a glance.

5. Protect sensitive data: Sheet/workbook protection, hidden formulas, and controlled sharing.

6. Templates: Standard invoice, statement, and aging templates to keep everything uniform.

7. Power Query: Import and clean data from CSVs and systems without manual wrangling.

How to Display Excel Skills on Your Resume

3. SAP

SAP is enterprise resource planning software that connects finance, billing, and customer data so processes run from one source of truth.

Why It's Important

It standardizes billing, reduces manual effort, and improves accuracy across invoices, payments, and reporting.

How to Improve SAP Skills

Streamline the experience, automate the routine, keep learning.

1. Tailored interfaces: Configure roles and Fiori apps so billing tasks are fast, obvious, and consistent.

2. Automation: Use SAP Build Process Automation and EDI where possible to cut keystrokes and errors.

3. Clean master data: Validation rules and periodic reviews for customers, terms, and tax settings.

4. Reporting: Create CDS views and dashboards to monitor A/R, disputes, and DSO trends.

5. Role-based training: Short, recurring sessions tied to actual billing workflows.

How to Display SAP Skills on Your Resume

4. Invoicing

Invoicing is the creation and delivery of bills for goods or services, with clear amounts, dates, and payment terms.

Why It's Important

It ties work to revenue. Proper invoices reduce disputes, accelerate payments, and keep records tidy for audits and taxes.

How to Improve Invoicing Skills

Make it clear. Make it quick. Make it trackable.

1. Automate: Schedule and trigger invoices for recurring services or completed milestones.

2. Standardize templates: Include itemization, tax, PO, terms, remit-to, and dispute instructions.

3. Clarify descriptions: Plain language that matches quotes, SOWs, and POs.

4. Follow-up rhythm: Gentle reminders before due dates, then a timed cadence after.

5. Multiple payment options: Card, ACH, bank transfer, and portal payments to reduce friction.

6. PO and tax compliance: Match POs where required and apply correct tax rules by jurisdiction.

7. Periodic audits: Sample check for accuracy, duplicate invoices, and correct coding.

How to Display Invoicing Skills on Your Resume

5. Accounts Receivable

Accounts Receivable is money customers owe for delivered goods or services. A Billing Assistant helps track, collect, and reconcile these amounts.

Why It's Important

Receivables fuel cash flow. The sooner and cleaner you collect, the healthier the business.

How to Improve Accounts Receivable Skills

Precision at the start, persistence through the finish.

1. Invoice promptly: Send invoices as soon as delivery or service is complete.

2. Accurate details: Correct amounts, tax, PO, and contacts to avoid disputes.

3. Structured collections: Set a reminder cadence and document every touchpoint.

4. Clear terms: Put due dates, late fees, and discounts in writing on every invoice.

5. Automate cash application: Bank feeds, rules, and remittance matching to speed reconciliation.

6. Credit control: Define limits and reviews to balance sales with risk.

7. Incentivize early pay: Offer small discounts for early settlement where appropriate.

How to Display Accounts Receivable Skills on Your Resume

6. Data Entry

Data entry for billing means accurately inputting financial details into systems so invoices, payments, and records align.

Why It's Important

Good data is the backbone. Errors ripple into collections, reports, and customer trust.

How to Improve Data Entry Skills

Cleaner inputs, fewer corrections.

1. Use automation: OCR, import tools, and templates to limit manual typing.

2. Standardize: Naming conventions, field rules, and checklists for each document type.

3. Two-step checks: Peer review or spot audits on high-risk entries.

4. Shortcuts and macros: Speed without sloppiness.

5. Validation: Required fields, dropdowns, and conditional logic in forms.

6. Ongoing training: Refreshers on systems, controls, and new workflows.

7. Audit trails: Track changes to resolve discrepancies quickly.

How to Display Data Entry Skills on Your Resume

7. Oracle Financials

Oracle Financials (part of Oracle Cloud ERP) is a suite that covers receivables, payables, billing, general ledger, and reporting—strong infrastructure for structured billing.

Why It's Important

It centralizes transactions, improves invoice accuracy, and accelerates collections and close activities.

How to Improve Oracle Financials Skills

Configure with intent, automate the repetitive, watch the numbers.

1. Role-specific training: Focus on Receivables, Billing, and Collections features used daily.

2. Automation: Use AutoInvoice, approval workflows, and scheduled jobs to minimize manual steps.

3. Dashboards: Build A/R aging, dispute, and cash-application views for quick triage.

4. Integrations: Connect CRM, payment gateways, and data warehouses for end-to-end flow.

5. Data quality: Controls for customer master data, tax, and currency settings.

6. Close checklist: Standard month-end tasks to reduce surprises and rework.

How to Display Oracle Financials Skills on Your Resume

8. Customer Service

Customer service for billing means resolving invoice questions, fixing issues fast, and keeping communication calm and clear.

Why It's Important

Great service reduces disputes, speeds payment, and builds trust—reputation and revenue in one motion.

How to Improve Customer Service Skills

Empathy, clarity, and follow-through.

1. Active listening: Let customers explain fully before proposing a fix.

2. Plain-language responses: No jargon, just clear steps and outcomes.

3. Fast acknowledgment: Respond quickly even if the final answer takes time.

4. System notes: Document agreements, credits, and special terms right in the account.

5. Root-cause mindset: Solve the issue and adjust the process so it doesn’t recur.

6. Close the loop: Confirm resolution and next steps with the customer.

7. Feedback channel: Collect short surveys or comments and act on trends.

How to Display Customer Service Skills on Your Resume

9. Salesforce

Salesforce is a cloud CRM platform. For billing teams, it centralizes customer data and, with Revenue Cloud (CPQ & Billing), supports quotes, invoices, and payment tracking.

Why It's Important

One place for accounts, contracts, and billing reduces swivel-chair work and improves accuracy and speed.

How to Improve Salesforce Skills

Lean into configuration, automation, and insight.

1. Automated invoicing: Generate invoices from orders, subscriptions, or milestones with workflow rules or flows.

2. Flexible schedules: Set billing schedules that match contracts and renewals.

3. Accounting integrations: Sync to finance systems for GL posting and reconciliation.

4. Analytics: Use CRM Analytics dashboards for churn risk, DSO, and payment behavior.

5. Data security: Enforce field-level security, audit trails, and MFA for sensitive billing data.

6. Enablement: Ongoing training and certifications focused on CPQ & Billing features.

How to Display Salesforce Skills on Your Resume

10. Bookkeeping

Bookkeeping captures and organizes transactions—sales, receipts, payments—and keeps accounts receivable tidy and traceable.

Why It's Important

Accurate books support compliance, cash flow forecasting, and confident decision-making.

How to Improve Bookkeeping Skills

Simplify, standardize, safeguard.

1. Automate entry: Bank feeds, rules, and recurring transactions to reduce manual input.

2. Reconcile often: Monthly at a minimum—catch discrepancies before they snowball.

3. Cloud-first: Real-time access and backups for collaboration and continuity.

4. Digitize documents: Use tools like Dext or Expensify to capture and store receipts and invoices.

5. Structured filing: Consistent naming, folders, and retention schedules.

6. Keep learning: Refresh on standards, software updates, and tax changes.

7. Know when to outsource: Complex reconciliations or catch-up work may warrant expert help.

How to Display Bookkeeping Skills on Your Resume

11. Zoho Books

Zoho Books is online accounting software for managing invoices, expenses, workflows, and cash flow—lightweight but capable for billing teams.

Why It's Important

It streamlines billing and payments, automates routine tasks, and keeps accounts accurate without heavy lift.

How to Improve Zoho Books Skills

Turn features into habits.

1. Recurring invoices: Automate for retainers and subscriptions.

2. Payment gateways: Offer multiple options to get paid faster.

3. Custom templates: Brand-aligned, clear, and compliant.

4. Time tracking: Push approved hours straight to invoices.

5. Client portal: Give customers visibility to invoices and payment history.

6. Mobile app: Create invoices and record expenses on the move.

7. Automated reminders: Reduce late payments with scheduled nudges.

8. Integrations: Connect Zoho CRM/Projects and enable bank feeds for quick reconciliation.

How to Display Zoho Books Skills on Your Resume

12. Payment Processing

Payment processing covers how funds move from customers to the business—securely, accurately, and promptly.

Why It's Important

It’s the last mile of revenue. Smooth processing protects cash flow and customer trust.

How to Improve Payment Processing Skills

Faster pay, safer pay, fewer hiccups.

1. Automate: Send payment links, enable auto-pay for subscriptions, and schedule reminders.

2. Offer choices: Credit/debit, ACH, bank transfer, and digital wallets.

3. Security first: Adhere to PCI DSS, enable tokenization, and use 3D Secure where applicable.

4. Stay current: Keep gateways and software updated for performance and security fixes.

5. Mobile friendly: Ensure checkout and portals work cleanly on phones.

6. Team training: Fraud red flags, chargeback handling, and privacy practices.

7. Reconcile daily: Match settlements and investigate variances quickly.

How to Display Payment Processing Skills on Your Resume