BernieBill Billing Tool - Knowledge Base | BerniePortal

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 after BerniePortal auto-generates them.

What BernieBill does

BernieBill builds carrier and related bills from enrollment and plan data already in BerniePortal. Users review the upcoming period on Current Bills (or Upcoming Bill), apply enrollment adjustments when needed, and download finished invoices from Past Bills (or Billing History) after auto-generation.

Employers do not manually generate bills. Carrier bills auto-generate on each carrier's schedule. See BernieBill FAQs.

Bills are available as PDF and CSV downloads. For format details, see PDF vs. CSV Bills.

Who can use BernieBill

Employers use BernieBill when the BernieBill feature is enabled for their organization and a bill provider is available. Feature Admins can open BernieBill when they are acting as a Feature Admin and are assigned to all Benefits subgroups or all Billing Primary subgroups.

Agencies with BernieBill active see a separate agency BernieBill area for agency subscription billing.

Where to find BernieBill

In the employer portal, open BernieBill in the top navigation. Secondary navigation covers the current billing period and past bills. Start setup with Getting Started with BernieBill. Day-to-day bill review is covered in Current Bills and Past Bills.

In the agency portal, open BernieBill in the top navigation when BernieBill is active for the agency. Secondary navigation includes Upcoming Bill and Billing History.

For procedures and reference topics in this category:

    • Related Articles

    • Billing Rules

      Billing Rules is a read-only modal in BernieBill. It shows how BerniePortal calculates the selected bill—payment timing, adjustments, proration, and other provider-specific scenarios. You cannot create or edit billing rules in BerniePortal; the text ...

    • 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 ...

    • Getting Started with BernieBill

      Configure your employer account so BernieBill can build accurate carrier bills. For an overview of BernieBill, see What is BernieBill?. Who this is for Employers complete these setup steps. Feature admins can open BernieBill bills when they are ...

    • 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 ...

    • 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 ...