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: