BillGrid

Adds an hourly or fixed-fee project for a client; retainers are set up in BillGrid.

create_project

Adds a task to a project.

create_task

Any record by id as a readable document, for research and citations; use the get_ tools for fields.

fetch

The connected account: today's date and time zone, your role and what you may see and do, its businesses, team, expense categories, tax rates and your running timer.

get_account

One client: contacts, address, terms, what they owe and how they pay, and their latest projects, invoices and estimates.

get_client

One contract: signatures, the estimate it was signed with, amendments, change orders, clause titles and history; its full wording is on its page.

get_contract

One estimate: lines, totals, the client's answer, the invoice it became and history.

get_estimate

One invoice: lines, totals, payments, late fees, reminders and history.

get_invoice

What needs attention now: money this month by currency, overdue invoices, unsent drafts, estimates awaiting an answer, unbilled work, your open tasks and the last day's events.

get_overview

One project: billing, budget, hours and expenses, milestones, open tasks, retainer period and latest invoices.

get_project

The figures of one report (aging, payments received, revenue by client, profit and loss, invoices, expenses, time), with totals per currency.

get_report

What happened in the account, newest first; the last 7 days when occurred_from is left out, a year at most.

list_activity

Clients with what each owes and has overdue.

list_clients

Contracts with when each was sent and signed.

list_contracts

Estimates with when each expires.

list_estimates

Expenses, newest first.

list_expenses

Invoices with what each still owes.

list_invoices

Payments received, the invoices each paid, credit left and refunds.

list_payments

Projects with billing, budget used and unbilled work, most recently active first.

list_projects

Recurring lines of open projects and the next invoice each will make, soonest first.

list_recurring

The account's saved line items.

list_saved_items

Logged time, one entry per person and day, newest first.

list_time_entries

Time, done milestones and expenses not invoiced yet, per project and currency, with the lines they would add; create_invoice_from_work invoices them by id.

list_unbilled_work

Logs your hours on a project for a day, today by default; logging again with the same note adds to that day's entry.

log_time

Records that the client approved an estimate outside BillGrid; it is not their signature.

mark_estimate_approved

Marks a draft invoice sent without emailing it; reminders and late fees then apply.

mark_invoice_sent

Pauses an invoice's payment reminders until a day, at most 90 days out.

pause_reminders

The email that would go to the client for an invoice, an estimate or a payment reminder, and the send_token send_email needs. Show it to the person and call send_email only after they confirm in a later message.

preview_email

Resumes an invoice's payment reminders.

resume_reminders

Clients, projects, invoices, estimates, contracts and recurring lines matching a name, number, reference or address, best first.

search

Sends the email preview_email prepared, once the person has confirmed it.

send_email

Starts a stopped recurring line again from its next period; one that sends automatically emails its invoices again.

start_recurring

Starts your timer on a project; a timer already running is stopped and logged first.

start_timer

Stops a recurring line from today; a period already under way stays to invoice in BillGrid.

stop_recurring

Stops your timer and logs its time.

stop_timer

Restores an archived client and the projects archived with them; their recurring lines and reminders resume.

unarchive_client

Restores an archived project; its recurring lines and reminders resume.

unarchive_project

Changes a client's name, kind, currency, payment terms or address; contacts change in BillGrid.

update_client

Changes a draft estimate; lines, when given, are the whole new list.

update_estimate

Changes an expense.

update_expense