Past Bills - Knowledge Base | BerniePortal

Past Bills

Past Bills (also labeled Billing History in some accounts) lists previously generated BernieBill invoices by billing period so you can download PDF or CSV versions, review earlier versions, and add notes.

Who this is for

Employers and Feature Admins can open employer BernieBill history. Global Admins enter the employer account after login and use the same path. Agencies with BernieBill active use a separate Billing History path (see below).

To access:
  1. Log in to BerniePortal as an Employer or Feature Admin.
  2. Select BernieBill in the top navigation.
  3. Select Past Bills in the secondary navigation.
  4. In the left sidebar, select the carrier or BerniePortal billing provider whose history you want to view.
If secondary navigation shows Billing History instead of Past Bills, select Billing History—it opens the same past-bills screen. Related current-cycle work is covered in Current Bills.

To download a past bill:
  1. On the past bills table, find the Billing Period row you need.
  2. In the Latest Version column, select the PDF or CSV link for that period.
  3. To open an earlier file, use the matching PDF or CSV link in the Previous Versions column.
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. In the Add a Note dialog, enter text in the Note field and select Add.
  3. To read an existing note, select the comment icon in the Notes column for that row.

Agency Billing History:
  1. Log in to BerniePortal as an Agency with BernieBill active.
  2. Select BernieBill in the top navigation.
  3. Select Billing History in the secondary navigation.
  4. Select the BerniePortal tab, then download PDF or CSV links or use Add note from Actions.

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