Find your next step.

Getting started

Setting up your company profile & brandingAdd your logo, colors and business details so invoices look professional. Adding your first clientSave a client's contact and billing details so they're ready to invoice. Moving from another invoicing toolBring your client list over in one CSV file, step by step for FreshBooks, Wave, QuickBooks, Harvest and others.

Invoicing & estimates

Creating and sending an invoiceCreate an invoice, reuse a template, add unbilled work, choose scheduled sends and download its PDF. Creating several invoices togetherPrepare bulk invoices: paste billing rows, reuse earlier invoices, check references and review the batch before creating or sending it. What your client seesFollow the client's invoice or estimate link: questions, approval, card payments, PDFs and files that unlock when paid. Estimate approvals, changes and next stepsGet approval, handle changes or expiry, then create an invoice or set up projects from the agreed work. Setting up recurring invoicesSet up billing automation with recurring invoices, a repeating schedule and optional automatic emails. Invoice styles and your brandChoose your document layout, brand color and logo for invoices and estimates. Customizing invoice & estimate defaultsSet your numbering, payment terms, terms & conditions, notes and PDF link once for every new document. Saving line items for reuseBuild a catalog of products/services you bill often, and drop them into any invoice. Files on invoices and estimatesAttach files, share them with a client now or once the invoice is paid, and see your file storage.

Projects, time & expenses

Working in a client's projectsManage project work, fixed fees and retainers, then invoice the work ready to bill from the client's page. Retainers: fees, hours and period billingSet up the recurring fee, review included hours and carry-over, then bill extra work or change the agreement. Archiving and restoring clients and projectsPut a finished client or project away without losing its history, and bring it back later. Logging time and converting it to a billable invoiceTrack hours with the timer or manual entry, then bill them to a client. Recording and categorizing expensesLog project costs or import expenses from CSV, then choose which costs to bill to a client.

Payments & reports

Payment terms and remindersChoose when invoices are due, and when BillGrid reminds clients before and after. Late feesSet late-fee terms, choose whether fees wait for you or are added for you, and waive one. Recording payments and using creditRecord payments, apply the client's credit, and correct a recorded payment. Connecting Stripe for online card paymentsLet clients pay their invoices online by card through Stripe. Understanding your reportsUnderstand report totals, filter your results and export them for your records.

Business & team

Inviting staff & contractorsAdd teammates, choose their client access and money permissions, and manage invitations. Changing your passwordUpdate the password you use to sign in to BillGrid. Setting up tax ratesCreate named tax rates so you don't retype a percentage on every invoice. Email templates, delivery and notificationsCustomize email wording, preview messages, check delivery feedback and choose notifications. Connecting Google CalendarSync invoice due dates and estimate dates to your Google Calendar. QuickBooks: connection, sync and reviewPreview the upcoming QuickBooks connection: modes, invoice-year review, existing records, manual imports and payments. Coming to Pro and Team. Currency, timezone & timesheet defaultsSet your default currency, timezone, date format and timesheet preferences.

Your BillGrid account

Managing your BillGrid subscription, billing & trialChange plans, update how you pay, and see what happens when your trial ends. Deleting your accountClose account access and stop your subscription. Download the invoices and reports you need before confirming.