BernieBill FAQs

BernieBill FAQs

Who can use BernieBill?
Employers with BernieBill enabled, and Feature Admins who can access bills (assigned to all Benefits subgroups or all Billing Primary subgroups). Open BernieBill from the top navigation.

What happens if I do not review my bill before it auto-generates?
Carrier bills auto-generate on each carrier’s auto-generate date and appear under Past Bills. There is no employer Generate bill control—use Current Bills to review the upcoming period before auto-generation. Timing is carrier-specific; open Review billing Rules on Current Bills, or see Billing Rules.

I see a mistake on the bill—can I fix it?
Before the bill is auto-generated, correct enrollments from Current Bills (including Terminate and Change effective date on the employee row) or by updating employee benefit data in BerniePortal. After generation, premium changes create Adjustments that appear on a later bill. See Current Bills.

Why wasn’t my bill auto-generated?
Auto-generation skips employers with an open enrollment renewal group when the bill period start is on or after the renewal date. Close enrollment when elections are final—see How to Open and Close Enrollment. Setup steps (provider selection, rates, subgroups) are in Getting Started with BernieBill.

Why does Current Bills show No Records Found.?
Current Bills shows billable lines for the selected provider and period. Confirm the correct Benefit Provider on each plan and that BernieBill is set up for that provider—see Getting Started with BernieBill and How To Create Plans in BerniePortal. Open enrollment does not hide Current Bills.

How do I pay a bill?
Follow the remittance instructions on the bill PDF. Carrier benefit bills are ACH only and direct you to contact your broker to set up ACH. BerniePortal feature, COBRA/Pre-Tax, and subscription bills use ACH from the bank account on file. Payment details and due dates are covered in PDF vs. CSV Bills.

When is my payment due?
On carrier bill PDFs, find Bill Due Date in the header next to Group and Billing Period. Carrier schedules and due-date rules are in Billing Rules (also via Review billing Rules on Current Bills).

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      BernieBill is BerniePortal's benefits billing tool. When BernieBill is enabled for an employer and at least one bill provider is available, designated users can review enrollment-based bills for the upcoming period and download PDF and CSV invoices ...
    • Getting Started with BernieBill

      Configure your employer account so BernieBill can build accurate carrier bills. For an overview of BernieBill, see What is BernieBill?. Who this is for Employers complete these setup steps. Feature admins can open BernieBill bills when they are ...
    • Billing Rules

      Billing Rules is a read-only modal in BernieBill. It shows how BerniePortal calculates the selected bill—payment timing, adjustments, proration, and other provider-specific scenarios. You cannot create or edit billing rules in BerniePortal; the text ...
    • Splitting Your Bill by Billing Subgroup

      Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...
    • Current Bills

      Use Current Bills in BernieBill to review the upcoming billing period for each enabled provider, open billing rules, and (on carrier bills) terminate an employee or change an effective date before the bill is finalized. Employers do not manually ...