Billing History - Knowledge Base | BerniePortal

Billing History

Use Billing History to review previously generated BernieBill invoices, download PDF and CSV files, review earlier versions, and add notes.

For how consolidated and individual invoices relate, see Understanding Consolidated Billing.

Who this is for

Employers with BernieBill enabled, and Feature Admins who can access bills. Agencies with BernieBill active use a separate agency Billing History path (see below).

To review Billing History:
  1. In the left navigation under Billing, select BernieBill
  2. At the top of the page, select Billing History
  3. Select a provider tab: Consolidated (default), BerniePortal, or a carrier tab
  4. In the table, find the Bill Due Date row you need
  5. In Latest Version, select the PDF or CSV download link for that period
  6. To open an earlier file, use the matching link in Previous Versions
The Consolidated tab stays empty until the first consolidated bill generates. Provider tabs remain available for every provider that has ever had a bill for your employer, including providers you no longer use. When more rows exist than the default list, select Show remaining [count] entries.

For what each format includes, see PDF vs. CSV Bills.

To add or view a note:
  1. In the row's Actions column, open Actions and select Add note
  2. Enter text in the note field and save
  3. To read an existing note, select the comment icon in the Notes column for that row

Agency Billing History:
  1. In the left navigation under Billing, select BernieBill
  2. At the top of the page, select Billing History
  3. Select the BerniePortal tab, then download PDF or CSV links or use Add note from Actions

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