Save Invoice and Estimate events to Google Calendar

If you are like us, you must be using some kind of a calendar application. We use calendar to check on appointments, verify future engagements and track time spent by each activity. Now wouldn’t it be perfect if tracking invoice due dates, deliverables and payments was possible without going to another application… We heard your suggestions, and made them possible.

  • If you are not using Google Calendar directly – most calendar applications already support Google calendar within their settings. Please refer to you application’s settings section for more help.
  • You can use either a new calendar within Google Calendar or use your default  We recommend to add a new one so that its easy to configure tags for all of the events at once. Here is how you can do it from within Google Calendar:

Save Invoice and Estimate events to Google Calendar

Save Invoice and Estimate events to Google Calendar

To create a link between your Google Calendar and BillGrid you should go to Settings / Third Party Integrations and click on Add Integration next to Google Calendar. After a few screens of approval you will be able to pick which calendar you’d like to link BillGrid events with.

Save Invoice and Estimate events to Google Calendar

Save Invoice and Estimate events to Google Calendar

All invoice due dates and approvals will now post directly to the calendar you specified as an “all-day event”. All estimate delivery date and approvals will be posted to your calendar as well. When you delete an invoice or estimate – BillGrid automatically removes the event from your calendar. You can setup individual permissions on what you’d like posted on your calendar from the Settings / Third Party Integrations page:

Save Invoice and Estimate events to Google Calendar

Save Invoice and Estimate events to Google Calendar

If you are not seeing events posted properly:

  • If your Google Calendar’s General Settings is not allowing to show events that you did not approve – you need to update it. BillGrid will remind you of this when you are linking your calendar account.

Save Invoice and Estimate events to Google Calendar

  • If you are not seeing an event after an invoice or estimate was created (with properly linked account) – you should refresh your page with Google Calendar loaded. To doso – click on the Calendar tab or re-login to your Google account.

Save Invoice and Estimate events to Google Calendar

Have you tried BillGrid‘s intuitive client billing and time management application yet? If you have – we hope you enjoy Google Calendar event integration. If not – it takes less then a minute to begin! 

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