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.
Related Articles
What is BernieBill?
BerniePortal offers a unique, automatic, and accurate billing tool called BernieBill. The bill will generate in a PDF format, which can be downloaded directly to your computer. You have the power to generate the bill yourself, giving you the ...BernieBill FAQs
BernieBill FAQs: What happens if I forget to generate my bill? At the end of a billing cycle it will be automatically generated for you and placed in “Past Bills.” The billing cycle is different for every carrier. To see the billing cycle for your ...How to Generate Your Bill
Ready to generate, download, and pay your bill? The blue “Generate Bill” button is available based on each individual carrier’s billing rules. These rules can be reviewed at any time and are found in the top right corner of your Current Bill area. ...Getting Started with BernieBill
Ready to get started using BernieBill? Follow the steps below to ensure your employer's portal is configured correctly. Verify Offer: Verify that the plans offered in BerniePortal are the same plans that the Benefit Provider has confirmed to offer ...Past Bills
The “BernieBill” area is organized into a “Current Bill” and “Past Bills” area. The “Past Bills” area houses all previously generated bills, chronologically. To access the "Past Bills" area, select the "BernieBill" tab in the top navigation menu, ...