BillGrid Help Center

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Practical guides for the work, the billing and everything between.

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Business & team

Staff access, tax, email and business preferences.

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.
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