How to Generate Your Bill
Ready to generate, download, and pay your bill? Follow these simple steps to manage your billing through BerniePortal.
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 the specific benefit carrier from the left-hand menu to view their billing rules and generate the bill
Note: If the bill is not ready for generation based on the carrier’s rules, the “Generate Bill” button will not be displayed.
To generate carrier bills:
- Generation-
- Select “Generate Bill” on the "Current Bill" tab for the desired carrier
- Download-
- Select "Download a PDF of Bill" (this option appears after bill generation)
- The PDF PDF will automatically be saved to the "Past Bills" section in the secondary navigation menu
- For Split Billing-
- If an employer splits their bills by Primary Billing Subgroup, the PDF download will include:
- A comprehensive total bill
- Individual bills for each Primary Billing Subgroup (delivered as a zip file)
Important billing information:
- Automatic Generation- Bills that aren't manually generated during the billing period will be automatically created according to your Benefit Provider's rules and appear in Past Bills
- Bill Finalization- Once a bill is generated, no changes can be made to that month's billing. Any subsequent changes will appear as adjustments on the following month's bill
- Timing Matters- Generate your bills during the appropriate billing period to maintain full control over the process
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