After a billing period generates, BernieBill stores a PDF and a matching CSV for that period. Use the PDF for remittance and approvals. Use the CSV for employee-level or user-level detail.
To download:
- Log in to BerniePortal as a Global Admin, or as a Feature Admin with BernieBill access.
- Select BernieBill in the top navigation menu.
- Select Past Bills in the secondary menu. (Some employers see Billing History instead.)
- In the left-hand menu, select the carrier or BerniePortal.
- In the Latest Version column for the billing period, select the versioned PDF or CSV link (for example, v1 PDF or v1 CSV).
For navigation and notes on Past Bills, see Past Bills. Current-period PDFs are also available from Current Bills via Download a PDF of Bill (CSV downloads are on Past Bills / Billing History).
Carrier bills
PDF
Carrier PDFs are remittance-style bill summaries. Content varies slightly by carrier; common elements include:
- Bill Due Date and Billing Period
- Remittance instructions
- Coverage-level lines such as Coverage, Lives, Volume, Rate, and Premium (labels can differ by carrier)
- An Adjustments section when adjustments apply, plus Total Amount Due
- Masked Social Security numbers when employee detail appears on the PDF
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.
CSV
Carrier CSVs are employee-level exports. Typical columns include:
- Company Name
- Employee Last Name and Employee First Name
- Social Security (full value)
- Product Type and Coverage Tier
- Remittance Amount and Reason For Adjustment
The file also includes an Adjustments section and a TOTAL row.
BerniePortal bills
Select BerniePortal in the left-hand menu for HR upgrade billing (feature upgrades).
PDF
The BerniePortal PDF is a bill summary that includes:
- Bill Due Date and Billing Period
- Remittance instructions (ACH setup guidance)
- Summary columns: Feature, Users, Rate, and Total
- Total Per User, Base Rate, any implementation or renewal fee lines, and Total Amount Due
If your employer bills by primary billing subgroup, the PDF download can be a ZIP with a master bill plus subgroup bills.
CSV
The BerniePortal CSV is a user-level breakdown that includes:
- First Name and Last Name for each billed user
- A Rate column for each billed feature
- Total per User, Base Rate, fee lines when present, and Total Amount
- A Subtotals section with Subgroup Type, Name, feature totals, and Total
Related Articles
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...
Current Bills
Use Current Bills in BernieBill to review the upcoming billing period for each enabled provider, open billing rules, and (on carrier bills) terminate an employee or change an effective date before the bill is finalized. Employers do not manually ...
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 ...
What is BernieBill?
BernieBill is BerniePortal's benefits billing tool. When BernieBill is enabled for an employer and at least one bill provider is available, designated users can review enrollment-based bills for the upcoming period and download PDF and CSV invoices ...
BernieBill FAQs
Who can use BernieBill? Employers with BernieBill enabled, and Feature Admins who can access bills (assigned to all Benefits subgroups or all Billing Primary subgroups). Open BernieBill from the top navigation. What happens if I do not review my bill ...