Upcoming Bill - Knowledge Base | BerniePortal

Upcoming Bill

Use Upcoming Bill in BernieBill to review the upcoming month's charges.

Who this is for

Employers with BernieBill enabled and at least one billable provider, and Feature Admins who can access bills (assigned to all Benefits subgroups or all Billing Primary subgroups).

To review Upcoming Bill:
  1. In the left navigation under Billing, select BernieBill
  2. At the top of the page, select Upcoming Bill
  3. Review Upcoming Bill — [month] and the Total across all providers
  4. Under Cost Breakdown, expand a provider row in Consolidated Bill to review charges
  5. On an expanded provider, open Billing Rules when you need the calculation text for that provider
  6. If Add Missing Payment Methods appears, select it to open Payment Methods in a new tab
Generated invoices are under Billing History. See Billing History and PDF vs. CSV Bills.

Changing which employees are billed for HR upgrades is done by managing subgroups, not from this screen. See Subgroups - Managing and Mass Assigning.

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