BillGrid

Features / Bulk payments

A stack of checks.
One list.

Record every client's check in one sitting. Type what each check paid beside the client, and BillGrid marks the invoices it covers paid.

Record payments: four checks typed against four property managers, each an exact match that pays their open invoices in full, and Record 4 payments
Four checks, typed once. Fourteen invoices paid in full.
  1. 01 / OPEN

    One row per client.

    On Payments, choose Record payments. Everyone who owes you is listed. Set the day the checks came and the method once.

  2. 02 / TYPE

    Type each check.

    Put the amount beside the client and the check number after it. The row says which invoices it pays, oldest first.

  3. 03 / RECORD

    Record them together.

    Nothing is saved until you do. Then every invoice is up to date, and one Undo takes the whole stack back.

When a check doesn't match

Pick the invoices. Or find them.

It paid some of them.

Open the client's row and tick the invoices the check covers. The rest stay open, and keep their reminders.

It came with no stub.

Type its amount in Find. BillGrid shows the invoice that owes exactly that, or the ones that add up to it. Press Enter and it's that client's check.

Gaslamp Commercial Realty's row opened: four overdue invoices ticked for a $3,941.23 check, number 7731, and four newer invoices left open
September's four invoices ticked. October's stay open.
Find 1051.23: Gaslamp Commercial Realty's invoice 000010 owes exactly $1,051.23, filled in as check 7731 that pays it in full
An amount, and who owes exactly that.

Start from the invoices.

Select invoices on Invoices, from any clients, and choose Mark paid. The same list opens with them ticked.

Months never recorded.

Paid long ago, still showing overdue? Tick them, and each invoice more than 60 days overdue is dated when it was due. Change the date when you know better.

Not only checks.

Cash, bank transfers and cards taken in person go in the same list. Each row can take its own method, a reference and a note for your team.

A thank-you while it's fresh.

When your account sends thank-you notes, each payment from the last 30 days gets one. Untick them to send none.

Reminders stop on their own.

An invoice paid in full stops its reminders. A check for more than the client owes leaves the rest as their credit.

Not one customer at a time.

QuickBooks Online receives payments for one customer at a time, its own team says. Here the whole stack is one list, on every plan.

Good to know.

Read the payments guide
How many can I record at once?

Up to 500 payments in one go. Each is one client's money on one date.

What if I record one by mistake?

Choose Undo right after. Later, open the payment on Payments to move it to another invoice or delete it.

Do online payments go here too?

No. Payments clients make through Stripe are recorded for you. Read about online payments.

Can my staff record them?

Yes, anyone on your team who can handle money, for the clients they reach.

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