| Detail | For this role |
|---|---|
| Department | Finance and Accounts |
| Level | Entry level |
| Reports to | Billing Manager |
| Direct reports | None |
| Experience | 1 to 3 years in billing or accounts |
Billing Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Billing Executive
Department: Finance and Accounts
Reports to: Billing Manager
Location: [City], [office, branch or site]
About the role
A Billing Executive raises invoices and keeps billing accurate and on time. They generate invoices with the right rates and tax, create e-way bills and e-invoices and fix errors before they reach the customer. The role reports to the Billing Manager and links sales, delivery and accounts. A good Billing Executive bills fast and correctly, keeps e-invoicing compliance clean and stops revenue slipping through unbilled orders.
Key responsibilities
- Generate customer invoices with correct rates, quantities, GST and references.
- Create e-way bills and e-invoices for outward supplies as required.
- Check orders, delivery notes and rate contracts before raising invoices.
- Raise credit notes and revisions for approved corrections and returns.
- Track pending and unbilled orders and close them on time.
- Resolve billing errors and rate mismatches with sales and customers.
- Maintain customer master data, price lists and tax codes for billing.
- Share invoices with customers and keep the billing register updated.
- Reconcile billed amounts with sales orders and delivery records.
- Support the month end billing cut off and volume reporting.
Requirements
- B.Com or equivalent
- Knowledge of billing and GST
- ERP billing module experience
- 1 to 3 years in billing or accounts
KRAs and KPIs for a Billing Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Billing timeliness | Invoices raised within the agreed days of order or delivery |
| Billing accuracy | Invoice errors and revisions held below 1 percent of invoices monthly |
| Compliance | All eligible invoices carry valid e-invoice and e-way bill details |
| Unbilled control | Pending and unbilled orders cleared within the agreed time |
| Reconciliation | Billed amounts matched to orders and deliveries each month |
Skills and tools
Tools used day to day: SAP SD, Tally Prime, e-invoicing portal, e-way bill portal, MS Excel.
Reporting line and career path
Next roles: Billing Manager, Accounts Receivable Executive, Senior Accounts Executive
Interview questions for a Billing Executive
- What do you check before you raise an invoice with GST?
- How do you generate an e-way bill for a dispatch?
- How do you handle a billing rate that does not match the contract?
- How do you track and close unbilled orders?
- How do you raise a credit note for a return?
- How do you keep billing accurate at high volume?
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What does a Billing Executive do?
A Billing Executive raises invoices and keeps billing accurate and on time. They generate invoices with the right rates and tax, create e-way bills and e-invoices, fix errors, track unbilled orders and reconcile billed amounts. Reporting to the Billing Manager, the role links sales, delivery and accounts.
What is an e-way bill?
An e-way bill is an electronic document required under GST for moving goods above a set value between places. It carries details of the supplier, buyer, goods and transport. The billing executive generates it before dispatch so the movement of goods is compliant and does not attract penalties.
What qualifications does a Billing Executive need?
Most Billing Executive roles ask for a B.Com or an equivalent degree with knowledge of billing and GST and experience of an ERP billing module such as SAP SD or Tally. One to three years of experience is usual, along with accuracy and speed at high billing volumes.