Generate a Bill - Knowledge Base | BerniePortal

How to Generate Your Bill

Ready to generate, download, and pay your bill?
  1. The blue “Generate Bill” button is available based on each individual carrier’s billing rules. 
  2. These rules can be reviewed at any time and are found in the top right corner of your Current Bill area. 
  3. If your bill is not ready for generation based on the carrier’s rules, the “Generate Bill” button will not be displayed.

Generating a Bill:
  1. Select the "BernieBill" tab in the top navigation menu. 
  2. Select the "Current Bills" tab in the secondary navigation menu.
  3. Select the desired carrier from the tertiary side menu.
  4. Generate a bill for the next billing period by clicking “Generate Bill” on the "Current Bill" tab. 

  5. You can download the PDF by clicking “Download a PDF of Bill” that will appear after you generate. 

  6. The PDF will also now appear in the "Past Billsarea, found secondary navigation menu.
    1. Note - If your employer splits their bills by Primary Billing Subgroup, the PDF version of your bill will download a zip file containing a total bill, as well as separate bills for each Primary Billing Subgroup. 
  7. If a bill is not generated manually during the appropriate billing period, that bill will generate automatically according to the Benefit Provider’s billing rules and will appear in Past Bills.
  8. After a bill has been generated, no changes can be made to that particular month’s bill. If any changes that would have impacted the bill are made after the bill has been generated, those changes will appear as adjustments on the upcoming month’s bill.


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