How to Regenerate a Bill
If you’d like a “clean” looking bill without any adjustments, you have the option to regenerate up to three versions of each month’s bill.
For example, let’s say you already generated your bill for the month, but forgot to add a new employee who would have been effective on that month’s bill!
- Add the employee, and have them enroll.
- Regenerate the invoice for that month.
- You’ll have an accurate bill for that month, and no adjustments next month.
To regenerate a bill:
- Select the "BernieBill" tab in the top navigation menu.
- Select the "Past Bills" tab in the secondary navigation menu.
- Select the desired carrier from the tertiary side menu.
- Each bill will have the option to “Regenerate” via the action wheel.
- Once a bill has been regenerated, new PDFs and CSVs will generate in the “Latest Version” column, and the previous ones will move to the “Previous Versions” column.
- Regenerating a bill will have no effect on any other bill.
- The “Notes” field allows you to leave behind important messages regarding bill regeneration for each billing period, for example.
- To add a note, hover over the action gear for the desired bill, and select "Add note."
- Select the note bubble to view.
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