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 is documentation for that provider or bill type.
Who this is for
Employers with BernieBill enabled, and Feature Admins who can access bills. Agency users with BernieBill active can open BerniePortal Billing Rules from agency Upcoming Bill.
To open Billing Rules on Upcoming Bill:
- In the left navigation under Billing, select BernieBill
- At the top of the page, select Upcoming Bill
- Under Cost Breakdown, expand the provider row whose rules you want to review
- Under Billing Rules, select the rules link (for BerniePortal, the label is the employer-type rules name such as BerniePortal Billing Rules)
What Billing Rules cover
The modal content is provider-specific. Depending on the bill you opened, it commonly explains:
- Payment information — when the bill is due and when BerniePortal auto-generates the bill
- Adjustments — how enrollment changes processed after a bill was already generated appear on a later bill
- Proration and mid-month changes — how new hires, terminations, qualifying events, and related changes can affect premiums
- Who is billed — for BerniePortal feature and subscription charges, which roles and subgroup assignments count as billable users for the period
Use the rules text for the provider you selected as the source of truth for that bill's schedule and calculation details. Employers do not manually generate bills—see BernieBill FAQs.
To open Billing Rules on agency Upcoming Bill:
- In the left navigation under Billing, select BernieBill
- At the top of the page, select Upcoming Bill
- Expand the BerniePortal card if needed, then select BerniePortal Billing Rules under BILLING RULES
The same Billing Rules modal opens with the agency BerniePortal subscription rules for your agency type.
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