PDF vs. CSV Bills - Knowledge Base | BerniePortal

PDF vs. CSV Bills

After a billing period generates, BernieBill stores PDF and CSV files for that period. Use the PDF for remittance and approvals. Use the CSV for employee-level or user-level detail.

Who this is for

Employers with BernieBill enabled, and Feature Admins who can access bills.

To download:
  1. In the left navigation under Billing, select BernieBill
  2. At the top of the page, select Billing History
  3. Select the Consolidated tab or a provider tab
  4. In Latest Version for the Bill Due Date row, select the PDF or CSV download link
For navigation and notes, see Billing History. For how consolidated and individual files relate, see Understanding Consolidated Billing.

Consolidated and individual files

  • A consolidated summary invoice covers Autopay providers on the Consolidated Bill
  • Individual provider PDF and CSV files still generate each month and remain on each provider tab
  • File names follow consolidated-[mm]-[yyyy]-bill for consolidated files and [provider]-[mm]-[yyyy]-bill for individual provider files (for example, bernieportal-09-2026-bill.csv)
  • Bills include an invoice number in the format INV-[year]-[sequential number]. Invoice numbers apply going forward and are not backfilled onto older bills that were never regenerated

Carrier bills

PDF: Remittance-style summaries with due date, billing period, coverage lines (such as Coverage, Lives, Volume, Rate, and Premium—labels can differ by carrier), Adjustments when present, and Total Amount Due. Manual Payment carriers show that payment is required outside Autopay.

CSV: Employee-level exports with personal info, product/coverage columns, remittance amounts, and adjustment detail when present.

If your employer bills by primary billing subgroup, the PDF download can be a ZIP that includes a master bill plus a bill for each primary billing subgroup. See Splitting Your Bill by Billing Subgroup.

BerniePortal bills

BerniePortal-managed charges (subscription, HR upgrades, COBRA/pre-tax, Carrier Exchange when applicable) appear as one BerniePortal provider.

PDF: Feature-level summary with billing period, due date, service lines (Service, Users, Rate, Total), Base Rate when applicable, and Total Amount Due with Autopay or missing-payment wording.

CSV: Employee- or user-level breakdown across BerniePortal features for that month, plus summary and subgroup subtotal rows when applicable.

Consolidated bill files

PDF: High-level summary titled Consolidated Bill for the month, with provider totals, Total Due, and payment-method wording.

CSV: Combined employee-level export across Autopay providers on the consolidated bill.