BillGrid

Features / Google Calendar

Dates on your calendar.
Details a click away.

Put invoice due dates and estimate delivery dates beside the rest of your schedule. Open an event for the client's details, document status and a link back to BillGrid.

  1. 01 / CHOOSE

    Pick a destination.

    Open Settings, then Integrations > Calendar Sync. Choose A new BillGrid calendar or One of my calendars.

  2. 02 / CONNECT

    Authorize with Google.

    Click Connect and sign in. BillGrid creates its own calendar automatically. For an existing calendar, select the calendar and event types, then Save.

  3. 03 / FOLLOW

    Bring upcoming dates along.

    Choosing a calendar or enabling another event type adds existing upcoming dates. Subsequent document changes update their calendar entries.

One document. One dated entry.

The date stays useful.
The status keeps up.

An invoice appears on its due date; an estimate appears on its delivery date. A payment or approval updates that entry's wording, rather than adding a separate payment or approval appointment.

Events are all-day entries, not timed meetings. Their dates follow the document; activity-history dates use your company's timezone. Check regional settings in the defaults guide.

Example document journeyInvoice due date

Due, overdue, partially paid or paid: the entry reflects the invoice's state.

Estimate delivery date

The same entry reflects approval or billing.

Open the event

See client contacts, amounts, first line items, recent history and the BillGrid document link.

BillGrid publishes document dates to Google. Google edits do not update BillGrid.

Choose what you authorize

A separate calendar.
Or one you already own.

A BillGrid calendar.

The recommended option creates a calendar in your Google account. Show, hide or recolor it in Google Calendar. This access choice does not let BillGrid see your other calendars.

Your own calendar.

Choose a calendar you own after connecting. Google asks for access to list your calendars and manage events on calendars you own. To switch from the separate calendar, open Configure > Use one of my calendars.

Calendar events include financial amounts and client contact details. Choose a destination whose sharing settings fit that information. BillGrid adds no attendees and sends no calendar invitations to clients.

Keep the connection useful

Catch up.
Clean up. Reconnect.

Repair upcoming entries.

Under Calendar maintenance, choose Sync now to restore missing upcoming events and correct outdated ones. Remove BillGrid events removes upcoming entries BillGrid added, leaving other events alone. Both cover today onward; past entries remain.

Watch the connection status.

If Google rejects access, Calendar Sync shows Needs reconnecting and dashboard activity notes it. Choose Reconnect to resume and catch up upcoming dates. Check your plan's integration allowance before connecting.

Good to know.

Read the calendar connection guide
Does this sync tasks, project dates or Google appointments?

No. The integration publishes invoice due dates and estimate delivery dates from BillGrid. It does not import Google events, log time or synchronize project schedules. Manage work in clients and projects.

What happens when I disconnect or change calendars?

Disconnect under Configure > Connection. Existing events remain; use Remove BillGrid events first to remove upcoming entries. When switching calendars, BillGrid asks whether to remove its events from the old destination.

Full-size screenshot