Past Bills - Knowledge Base | BerniePortal

Past Bills

Your complete billing history at your fingertips! The Past Bills area stores all previously generated invoices in chronological order, giving you easy access to historical billing data and detailed records for any month.

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. Utilize the left-hand menu to toggle among the providers


Understanding past bills:
  1. Download-
    1. Select the latest version of the PDF to download a given month’s bill
    2. Select the CSV version for detailed, employee-level billing breakdowns

  2. Notes- 
    1. Use the notes area to track important details (like payment dates) for future reference
    2. Hover over the action gear to add or edit notes for any billing period
    3. Click the icon to view the note

  3. Regenerate- 
    1. Regenerate any past bill using the action wheel if needed- Check out this article to learn more!
    2. Previous versions of a bill will be listed under the “Previous Versions” column for any given month
    3. ​


Note: The latest version of a given month’s bill also appears in the Reports area, under the “Billing” report. 

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