Invoices

Send professional invoices and get paid faster. Accordio invoices integrate with Stripe for seamless payment collection.

Creating an Invoice

You can create invoices from the Invoices page in your dashboard or directly from a project.

Quick Create

1. 1Click "New Invoice" from the Invoices page
2. 2Select or add a client
3. 3Add line items with descriptions and amounts
4. 4Set the due date
5. 5Preview and send

Line Items

Each invoice can have multiple line items. For each item, you can specify:

• Description: What the item is for
• Quantity: Number of units (default 1)
• Rate: Price per unit
• Amount: Automatically calculated (quantity x rate)

Invoice Numbers

Invoice numbers are automatically generated in sequence (INV-001, INV-002, etc.). You can customize the number when creating an invoice if you need to match your existing numbering system.

Sending Invoices

When your invoice is ready, click Send. You have several options:

Send via Email

The client receives a professional email with a "Pay Invoice" button. You can customize the email message and add CC recipients.

Share Link

Copy a secure link to share via any channel - Slack, WhatsApp, text message, etc. The client can view and pay the invoice without an account.

Payment Options

Clients can pay invoices using:

• Credit/Debit Card: Visa, Mastercard, Amex, Discover
• Bank Transfer (ACH): Lower fees for US bank accounts
• Apple Pay / Google Pay: One-tap mobile payments

Processing Fees

You can choose who pays the processing fees:

• You absorb: Fee is deducted from your payout
• Client pays: Fee is added to their total (they see the breakdown)

Invoice Status

Invoices move through these stages:

• Draft: Still editing, not sent yet
• Unpaid: Sent to client, awaiting payment
• Overdue: Past due date, not yet paid
• Paid: Payment received
• Void: Cancelled (won't show in reports)

Payment Reminders

Send reminders for unpaid invoices with one click. Accordio sends a friendly reminder email with the invoice link. You can send reminders as often as needed.

Invoices from Contracts

When you have a signed contract with milestones, you don't need to create separate invoices. Clients pay milestones directly through the contract. However, you can still create standalone invoices for:

• Additional work outside the contract scope
• Retainer payments or deposits
• Recurring services
• Expense reimbursements

PDF Export

Download any invoice as a PDF for your records or to share offline. The PDF includes your logo, all line items, and payment status.