Help Center

Guides for every step.

How to send invoices and estimates, bill recurring work, track time, take card payments and read your reports in BillGrid.

Getting started

Setting up your company profile & branding

Add your logo, colors and business details so invoices look professional.
Adding your first client

Save a client's contact and billing details so they're ready to invoice.
Organizing work with Projects

Group a client's estimates, invoices, expenses and time entries together.
Archiving and restoring clients and projects

Put a finished client or project away without losing its history, and bring it back later.

Creating and sending an invoice

Build line items, apply tax, and send a payable invoice to a client.
Converting an estimate to an invoice

Turn an accepted estimate into an invoice without re-entering line items.
Setting up recurring invoices

Automatically generate and send invoices on a repeating schedule.
Customizing invoice & estimate defaults

Set your numbering, payment terms, terms & conditions, notes and PDF footer once for every new document.
Saving line items for reuse

Build a catalog of products/services you bill often, and drop them into any invoice.

Logging time and converting it to a billable invoice

Track hours with the timer or manual entry, then bill them to a client.

Recording and categorizing expenses

Log business expenses and mark ones that should be billed back to a client.

Payment terms and reminders

Choose when invoices are due, and when BillGrid reminds clients before and after.
Recording payments and using a retainer

Record checks and cash, split a payment with the client's retainer, or void a mistake.
Connecting Stripe for online card payments

Let clients pay their invoices online by card through Stripe.

Understanding your reports

What each report shows -- profit and loss, client revenue, and more.

Inviting staff & contractors

Add teammates to your account and choose which clients they work with.
Changing your password

Update the password you use to sign in to BillGrid.
Setting up tax rates

Create named tax rates so you don't retype a percentage on every invoice.
Setting up email notifications

Choose which automatic emails go to you, and which go to your clients.
Connecting Google Calendar

Sync invoice due dates and estimate dates to your Google Calendar.
Currency, timezone & timesheet defaults

Set your default currency, timezone, date format and timesheet preferences.

Managing your BillGrid subscription, billing & trial

Change plans, update how you pay, and see what happens when your trial ends.
Deleting your account

What gets removed, and how to make sure you've exported what you need first.