Current Bills
Take complete control of your billing process! The “Current Bills” tab is your central hub for reviewing bill status, making necessary adjustments, understanding billing rules, and generating invoices for the next billing period.
To access:
- Log in to BerniePortal as the Global Administrator
- Select "BernieBill" in the top navigation menu
- Select "Current Bills" in the secondary menu
- Choose to review current bills for Benefit Carriers or HR Upgrades using the left-hand menu
Current Bills- Benefit Carriers
To review:
- Select any carrier from the left-hand menu to view their current bill
- Bills are organized by plan type—click the blue table headers to customize your sorting
- Per-plan totals display beneath each plan type
- Overall bill totals and adjustments appear at the bottom
To make adjustments:
- Terminate employees directly from the Current Bill by hovering over the action gear and selecting "Terminate"
- Changes automatically update the employee's account and bill in real-time
- Any necessary adjustments will populate automatically
To review billing rules:
- Each carrier maintains specific billing rules housed directly in BerniePortal- Check out this article to learn more
To generate:
- Ready to process? Generate the current billing cycle's invoice directly from the Current Bill tab- Check out this article to learn more
Current Bills- HR Upgrades
To Review:
- The “Current Bill” is organized into clear sections for each HR upgrade, showing exactly what you're being charged for and which employees are included
To make adjustments:
- HR Upgrades are billed on a per-user, per-month basis. Here's how to optimize your billing-
- Remove unnecessary users: If an employee doesn't need access to a specific HR upgrade but is listed as a user in billing, move them to the "Not Assigned" subgroup to exclude them from future billing
- Add missing users: If an employee needs access to a feature but isn't currently listed, move them into the appropriate active subgroup
- Need help with subgroups? Click here for additional information on managing Subgroups
To review billing rules:
- BerniePortal's HR Upgrades billing rules are built directly into the platform so that Employers can review at any time- Check out this article to learn more
HR upgrade billing considerations:
- Approver Access: Employees designated as Approvers for Time or PTO features will automatically be included as users of those features, regardless of their subgroup assignment
- Full Suite Packages: If you've purchased the complete BerniePortal suite (Starter, Standard, Plus, or Enterprise package), your billing structure will be different from individual HR upgrade pricing
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