BillGrid

Features / Shared files

The work you deliver.
Beside the bill.

Add files and external links to invoices and estimates. Choose what stays private, what the client can open now, and what an invoice releases after payment in full.

  1. 01 / ADD

    Start under Enclosed.

    At the foot of the invoice or estimate, choose Add, or Files when empty. Upload a file or add a link.

  2. 02 / CHOOSE

    Set its audience.

    Use the file row's menu to choose who sees it. Check each item before sharing the document.

  3. 03 / DELIVER

    Keep the handoff together.

    Clients open shared material from their document page. Shared names also appear under Enclosed on the document and its PDF.

Reference or finished work

Add it where it belongs.

Add from Enclosed.

A file added through Enclosed starts shared with the client. Use it for a brief, supporting document or delivery file that belongs with this invoice or estimate.

Drop onto the paper.

A dropped file starts as Only you; the message after uploading offers to share it. Upload progress includes Cancel. If the file exceeds the upload limit, BillGrid offers a link instead.

A choice for each item

Share deliberately.

Actual BillGrid file visibility menu with Client, After payment and Only you choices, with After payment selected
Set access on the file itself, under Enclosed. View full screen.

Only you.

Keep working material off the client's page. The private row appears while you edit and does not print.

Client.

Make the file available now from the shared document page. Use this for reference material the client needs before paying.

After payment.

On invoices, hold delivery until payment in full. Estimates offer Only you or Client; nothing on an estimate waits for payment.

A clear delivery condition

Paid in full.
Files ready.

After payment items show their names and payment condition before they open. Once the invoice is paid in full, the client can access them and receives an email that they are ready.

Refunds do not lock files again. Deleting a payment recorded by mistake or raising the invoice total can lock them when the invoice is no longer covered. Access is checked again when the client downloads.

Illustrative delivery example$1,000 invoice / $400 received

A shared reference brief is available now. Final artwork marked After payment stays locked.

Remaining $600 received

The invoice is paid in full. The final artwork opens for the client.

Example delivery rule: After payment files wait until the invoice is paid in full.

Material hosted elsewhere

Choose Add > Add a link and paste the full https:// address. Links use no file storage; each document can have up to 20. Check the destination's own sharing permissions. BillGrid controls access to the link on its page, not the external service.

The same visibility choices.

An After payment link hides its address until the invoice is paid in full. The client sees its label and service first. Opening the link records activity on the invoice.

A link, not a connected drive.

Google Drive and Dropbox connections are not available. Paste a shared folder or file link instead. Edit label changes its name; replace the link to change the destination.

Good to know.

Read the files guide
Where do I manage storage?

Settings > Files lists the largest uploads first. Plans and Pricing shows usage and storage options. Private and shared uploads both count toward storage; external links do not.

Can I undo removing a file?

Remove in the editor can be undone. Deleting from Settings > Files removes the file permanently. Check that you no longer need it before deleting.

Full-size screenshot