Billing Clerk how-to
How to Post Customer Payments Accurately
Accurate posting keeps accounts right.
Quick answer
Accurate posting keeps accounts right. In short: gather; match; enter, then complete the remaining steps below.
Step by step
Gather payments.
Match to invoices.
Enter in the system.
Handle partial payments.
Flag unmatched payments.
Balance to the deposit.
Safety reminders for billing clerks
- Protect customer payment data
- Follow PCI rules
- Prevent fraud
- Use ergonomic setups
Key terms
Invoice · Accounts receivable · Payment posting · Aging report · Credit memo · Net 30: see the full billing clerk glossary.