Billing Clerk
At a glance
Mid-level Accounting role at wilneroreilly. Costa Mesa · full-time · no salary stated · we estimate $115,325–$163,000.
wilneroreilly has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Post case payments, run card transactions and set up recurring monthly payment plans
- Prepare invoices for legal work, filing costs, attorney expenses and client consultations
- Update cost, shipment, mileage and time records, then correct missing details in billing systems
- Contact clients about declined payments or overdue balances, record conversations and route questions when needed
- Check upcoming appointments and legal events, contacting clients beforehand to collect amounts due
What you bring
- Accuracy entering billing, expense and time records across client accounts
- Organization and comfort managing a high volume of billing work while responding to client needs
Who this fits
This role suits someone who can balance detailed billing administration with direct client follow-up. The work is primarily seated, with occasional standing, bending and reaching, and handling files or materials weighing up to ten pounds.
From the employer
Position Summary
The Billing Clerk provides comprehensive billing and administrative support across all firm offices. This role is responsible for accurate data entry, payment processing, invoice generation, client billing communication, and calendar-based balance monitoring. The ideal candidate is detail-oriented, organized, and comfortable handling high-volume billing tasks while providing responsive client service.
Essential Duties & Responsibilities
Billing & Payment Processing
- Post received case payments and process credit card transactions.
- Set up and manage automatic monthly payment arrangements.
- Generate invoices for legal fees, filing fees, attorney expenses, and client consultations.
- Review client accounts to follow up on payment status, generate small balance adjustments, and assess eligibility for collections or bad-debt write-offs.
Data Entry & System Updates
- Enter cost logs, USPS and FedEx shipments, mileage and parking expense reports, and hourly time entries accurately.
- Update missing credit notes and location fields in Clio and QuickBooks as needed.
- Maintain accurate client contact information and billing notes in Cerenade and related systems.
Client Communication & Account Follow-Up
- Contact clients regarding declined credit card payments and obtain updated payment information.
- Communicate with clients regarding outstanding balances and document all interactions.
- Respond to client billing inquiries via phone, email, and internal chat, forwarding matters to case managers or attorneys when appropriate.
Calendar & Appointment Monitoring
- Monitor office calendars for upcoming prep appointments, hearings, and interviews.
- Contact clients in advance to collect balances due prior to scheduled appointments.
- Review calendared attorney appearances and prep events to ensure accounts are current.
Email, Phone & Mail Management
- Review daily billing emails and mail notifications from all offices to identify balances due.
- Respond to billing-related emails, chats, and voicemail messages throughout the workday.
- Address billing requests related to file audits, closed cases, and account status inquiries.
Team & Office Support
- Provide backup support for billing team members during absences, including processing contracts, FedEx shipments, and assigned office communications.
- Assist with billing specialist duties as needed to ensure continuity of operations.
Physical Requirements
- This position is primarily sedentary, with occasional standing, bending, and reaching.
- Must be able to lift and carry files or materials weighing up to 10 pounds.
Additional Information
- Duties, responsibilities, and activities may change at any time based on business needs.
- A detailed breakdown of job duties may be attached or provided separately.
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