Splitting Your Bill by Billing Subgroup - Knowledge Base | BerniePortal

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 Subgroup:
  1. Log in as an Employer user with BernieBill. If you are a Global Administrator, switch to the employer account first.
  2. Open the user menu and select Account.
  3. In the left sidebar, select Billing.
  4. For Would you like to generate monthly bills for each Billing Subgroup?, select Yes.
Your choice saves when you select Yes or No. The setting applies to future bill PDF generation; it does not change bills already generated. Select No anytime to turn separate subgroup bills off.

Bills split by each employee's Billing Primary subgroup assignment. Set those up under Account → Subgroups. For details, see Subgroups.

For BerniePortal Subscription and BerniePortal feature bills, separate subgroup PDFs download only when more than one Primary Billing Subgroup (other than None) exists. Carrier benefit bills split when the setting is Yes. Line items with no Primary Billing Subgroup assignment appear on the total bill only, not on subgroup PDFs.

For PDF and CSV bill downloads, see PDF vs. CSV Bills.

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