BillGrid

Features / Payments and credit

Money received.
Every part accounted for.

Record a partial payment, divide one transfer across invoices, or keep an advance as client credit. See what the money paid and what remains available.

  1. 01 / OPEN

    Start with the invoice.

    Choose Mark Paid on an invoice or Record payment from its row menu. Pick how you received the money: check, cash, bank transfer or card taken in person.

  2. 02 / RECORD

    Enter what arrived.

    Choose Paid in full for the remaining balance today, or Partial payment for a smaller amount. The invoice becomes Paid or Partially paid accordingly.

  3. 03 / ADD DETAIL

    Keep the reference.

    Choose Split, line items or a note for the full panel. Set the received date, check number or transfer reference, and a note for your team.

One receipt, several destinations

Match the money to the work.

Several invoices.

On the client's page, choose Record payment beside Create invoice or the outstanding balance. Enter the receipt: open invoices fill oldest due first. Change each allocation before saving. Starting from a project puts its invoices first.

Several methods.

In the invoice payment panel, choose Use credit or Split with another method. The last method covers the remainder until you enter its amount. Read the resulting balance before choosing Record.

Paid before the next bill

Keep the advance.
Use it when needed.

Record money on the client's page and leave the unapplied amount as credit. Overpayments can leave credit too. On the client, choose Use on an open invoice; on an invoice, Credit, then your chosen method combines available credit with a new payment.

Credit must match the invoice's currency. A payment using credit cannot exceed the balance or use more credit than the client has.

Illustrative allocation / USD

One bank transfer received$1,200 received

$700 to the oldest invoice. $300 to the next invoice. $200 left as client credit for a later bill.

Example allocation. Review and change the amounts before recording.

When the record needs a correction

Move it. Or remove the mistake.

The wrong invoice.

Open the payment from Payments, the client's Payments tab or the invoice's Payments menu. Choose Move to reallocate money to another open invoice for that client, or keep it as credit. Access follows your money permissions and client access.

A payment recorded by mistake.

Delete shows which invoices will owe money again. Used overpayment credit can prevent deletion. Activity records the correction. Deleting a record does not send money back; online payments require the processor's refund process.

Good to know.

Read the payments guide
Can I pay particular invoice lines?

Yes, before the first payment is recorded. Choose Line items in the panel; the payment must equal what the selected lines owe.

Are online payments recorded automatically?

Stripe payments are recorded for you. Read about online payments before connecting your account.

Does recording a refund return money to a card?

Deleting or reallocating a payment record does not return money to a card. Card refunds from BillGrid are not currently available; recording money and returning funds are separate actions.

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