Regenerate a Bill - Knowledge Base | BerniePortal

How to Regenerate a Bill

Need a clean bill without adjustments? You can regenerate up to three versions of each month's bill to ensure accuracy and eliminate the need for future adjustments!

To access:
  1. Log in to BerniePortal as the Global Administrator
  2. Select "BernieBill" in the top navigation menu
  3. Select "Past Bills" in the secondary menu
  4. Select the specific benefit carrier from the left-hand menu


Why regenerate?
Regenerating bills helps Employers maintain clean, accurate records when changes are discovered after initial bill generation
  1. Imagine you've already generated your monthly bill, but then realize you forgot to add a new employee who should have been effective on that month's bill. Here's how regeneration solves this:
    1. Add the employee and complete their enrollment
    2. Regenerate the invoice for that month
    3. Receive an accurate bill with no adjustments needed on future bills
    4. This process eliminates messy adjustment entries and provides a clean billing record

To regenerate a bill:
  1. Locate the appropriate bill in the "Past Bills" area
  2. Click the action wheel next to the bill and select "Regenerate" from the dropdown menu


When Regeneration is complete:
  1. New PDFs and CSVs are generated in the "Latest Version" column
  2. Previous versions are automatically moved to the "Previous Versions" column for your records

  4. Other bills remain unaffected by the regeneration process

Note: Learn more about the ability to leave “Notes” in the “Past Bills” area here

Didn't find what you were looking for? Send us a ticket.


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