Our new survey report on AI in hiring and the workplace is now out! DOWNLOAD NOW

Billing Specialist interview questions and answers

This Billing Specialist interview profile brings together a snapshot of what to look for in candidates with a balanced sample of suitable interview questions.

billing specialist interview questions

10 good proven billing specialist interview questions

  1. Describe your typical day at your current/previous job. How do you prioritize your work?
  2. How would you rate your proficiency with Microsoft Office programs, especially Excel?
  3. Describe your familiarity with billing and invoice software.
  4. How many invoices do you handle on a daily basis?
  5. Describe a time you had an invoice discrepancy with a client. How did you resolve it?
  6. Explain the financial transactions involved in the billing process and your experience with each.
  7. How do you keep track of incoming payments and ensure compliance with financial procedures?
  8. How do you ensure the timely collection of invoices?
  9. Describe your most hostile payment collection call. How did you handle it?
  10. Describe a time you went the extra mile to deliver excellent customer service.

Here are 10 essential interview questions and sample answers to help identify the best candidates for this role.

Describe your typical day at your current/previous job. How do you prioritize your work?

This question aims to understand the candidate’s daily responsibilities and how they manage their time.

Sample answer:

“My typical day involves checking emails for urgent requests, updating the billing system, and reconciling invoices. I prioritize tasks based on deadlines and the importance of the client.”

How would you rate your proficiency with Microsoft Office programs, especially Excel?

This question assesses the candidate’s technical skills, particularly in Excel, which is often used in billing tasks.

Sample answer:

“I would rate myself as highly proficient in Microsoft Office, especially Excel. I regularly use pivot tables, VLOOKUP, and macros to streamline my work.”

Describe your familiarity with billing and invoice software.

This question aims to gauge the candidate’s experience with specialized software used in billing.

Sample answer:

“I’m familiar with QuickBooks and SAP. I’ve used these platforms for generating invoices, tracking payments, and producing financial reports.”

How many invoices do you handle on a daily basis?

This question seeks to understand the volume of work the candidate is accustomed to.

Sample answer:

“On average, I handle around 50-60 invoices daily. During peak times, this can go up to 80.”

Describe a time you had an invoice discrepancy with a client. How did you resolve it?

This question aims to assess the candidate’s problem-solving and communication skills.

Sample answer:

“Once, a client disputed an invoice due to a clerical error. I promptly reviewed the invoice, acknowledged the mistake, and issued a corrected version. The client appreciated the quick resolution.”

Explain the financial transactions involved in the billing process and your experience with each.

This question aims to understand the candidate’s comprehensive knowledge of the billing process.

Sample answer:

“The billing process involves classifying, computing, posting, verifying, and recording transactions. I have experience in each of these areas and ensure accuracy at every step.”

How do you keep track of incoming payments and ensure compliance with financial procedures?

This question assesses the candidate’s organizational skills and attention to detail.

Sample answer:

“I use a combination of billing software and manual checks to track incoming payments. I also cross-reference with our financial procedures to ensure full compliance.”

How do you ensure the timely collection of invoices?

This question aims to gauge the candidate’s strategies for ensuring that payments are received on time.

Sample answer:

“I send out reminders before the due date and follow up with a phone call if the payment is late. Consistent communication is key.”

Describe your most hostile payment collection call. How did you handle it?

This question assesses the candidate’s conflict resolution and communication skills.

Sample answer:

“I had a call where the client was very confrontational. I remained calm, listened to their concerns, and offered a reasonable payment plan. This de-escalated the situation.”

Describe a time you went the extra mile to deliver excellent customer service.

This question aims to understand the candidate’s commitment to customer satisfaction.

Sample answer:

“A client was confused about their invoice. Instead of just sending an email, I arranged a video call to walk them through each item. They were very appreciative.”

What does a good proven billing specialist candidate look like?

A strong candidate for a Proven Billing Specialist should have a keen eye for detail, excellent organizational skills, and a solid understanding of financial software. They should also be able to communicate effectively and resolve conflicts diplomatically.

Red flags

Be cautious of candidates who lack experience with billing software, have poor communication skills, or show a lack of attention to detail.



Billing Specialist Interview Questions

Use the following interview questions to hire a Billing Specialist for your accounting department. Billing specialists, also known as billing clerks, are found in industries of every kind. This is typically an entry level role. The basic requirements for this position are a high school degree and the ability to use computer accounting programs. Candidates who are committed to a career in accounting may already have, or be in the process of obtaining a bookkeeping certificate or an associate’s degree in accounting.

Related: How to attract and hire entry-level employees 

Top candidates for this position may have previous customer service experience and will have a genuine desire to help customers. They will be detail-oriented, methodical and exercise caution when handling sensitive information. Because the work tends to be repetitive, keep an eye out for candidates who are self-motivated. Make it a point to find out what they hope to get out of their experience with your company.

These questions are intended to encourage your candidates to speak at length about their relevant work experience. They will help you evaluate computer skills, interpersonal skills, problem-solving skills and knowledge of basic accounting. During the interview process, pay attention to your candidates’ questions. Great candidates will have done their research and will ask smart, specific questions about your company.

Let’s summarize some of the questions and add a few more divided into specific types.

Operational and Situational questions

  • Describe your typical day at your current/previous job. How do you prioritize your work?
  • How would you rate your proficiency with Microsoft Office programs, especially Excel?
  • Describe your familiarity with billing and invoice software.
  • How many invoices do you handle on a daily basis? 
  • Describe a time you had an invoice discrepancy with a client. How did you resolve it?
  • Explain the financial transactions involved in the billing process and your experience with each (i.e. classifying, computing, posting, verifying, recording)
  • How do you keep track of incoming payments and ensure that it is in compliance with financial procedures? How  do you ensure that they’re properly posted and accounted for?
  • How do you ensure the timely collection of invoices?
  • Describe your most hostile payment collection call. How did you handle it?
  • Describe a time you went the extra mile to deliver excellent customer service.
  • Describe a time you worked with a team to complete a project on a tight deadline.
  • As a billing specialist, have you ever faced an ethical dilemma at work? How did you respond?
  • What skills do you deem necessary for a billing specialist with our firm. Do you think you possess these skills?
  • This job can be repetitive. What motivates you to do well?

For other bank position interviews, see our bank interview questions.

Frequently asked questions

Ready to fine-tune this interview kit?
Regenerate with AI

Jump to section

    Let's grow together

    Explore our full platform with a 15-day free trial.
    Post jobs, get candidates and onboard employees all in one place.

    Start a free trial