BillGrid

Features / Bulk invoicing

Several invoices.
One billing run.

Prepare several clients' invoices together. Paste the work, check the amounts and choose how the invoices are created and sent.

BillGrid bulk invoice sheet with Maple Row Café and Atelier Ondine, their services, amounts and a two-invoice review total
Two clients. One sheet to review. Choose drafts or sending options when you're ready. View full screen.
  1. 01 / PREPARE

    Start with what you have.

    Fill in the sheet, paste rows, repeat last month's invoices or start from invoices selected in your list.

  2. 02 / REVIEW

    Check the whole run.

    Review clients, line items, amounts and due terms. Group rows into one invoice per customer, or create an invoice per row.

  3. 03 / CREATE

    Choose the handoff.

    Save drafts for another look, mark invoices as sent, or email them. Creating invoices and delivering their emails are separate steps.

Your regular billing run

Familiar work. Less repetition.

Several services for one client.

Put the client's services on separate rows and group by customer to create one invoice with its itemized work.

For exampleWebsite care + design support

Two lines for one client, together on one invoice.

The same billing day. Several clients.

Prepare each client's work in the same sheet, then review the batch together. The sheet accepts up to 100 rows.

For exampleYour month-end service run

Start from last month and review this month's changes before creating the invoices.

Review a batch, or automate a schedule.

Bulk invoicing is a billing run you prepare and review. For a saved invoice that repeats automatically, use recurring invoices.

Each invoice keeps its own next step.

The resulting invoices live in your invoice list. Open one to review the document, follow up or record a payment. Explore the invoice workflow.

Good to know.

Read the bulk invoice guide
Where do I start a batch?

On Invoices, open the New menu and choose Invoice several. On the dashboard, choose Several beside Invoice in the create menu.

Do I have to email the invoices immediately?

No. You can create drafts to review before sending. Marking an invoice as sent does not itself deliver an email.

What if an email fails?

The created invoice remains available. Check the delivery result and follow up on that invoice; an email failure does not undo its creation.

Does repeating last month create an automatic subscription?

No. It gives you a starting point for a batch you review. Set up a recurring invoice separately when you want automatic repeat billing.

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