Invoices
Send an invoice. Get paid by bank transfer or card. Plaid auto-matches deposits to your open invoices. Accordio takes 0% on every path.
TL;DR
Create an invoice in seconds, send by email or share a link. Clients pay by bank transfer using your bank details, or by card if Stripe is connected. Plaid auto-matches bank deposits. Accordio takes 0%.
Creating an invoice
Three ways: the Invoices page, inside a project, or by asking the agent.
- Click New invoice.
- Pick or add the client.
- Add line items with descriptions, quantities, and rates.
- Set the due date.
- Preview and send.
Line items
Each line has a description, quantity (default 1), rate, and an auto-calculated amount. Discounts can be a percentage or a fixed amount off the total. Taxes apply by region based on your settings.
From tracked time
If you tracked time against the project, roll those entries into an invoice with one click. Accordio groups by task, calculates totals at your hourly rate, and prints the breakdown on the invoice PDF.
Numbering
Invoice numbers run in sequence (INV-001, INV-002). Override the number on any invoice to match an existing system.
Sending
Email the client a link with a custom message and optional CC. The from-address routes back to your own inbox so replies land where they should. You can also copy a secure link and share it on Slack, WhatsApp, or anywhere else. Clients open and pay without an account.
How clients pay you
Every invoice gets a public pay page. The client sees the line items and one or two payment options depending on what you've set up.
Bank transfer (default)
Your bank details print on the pay page. The client transfers directly to your account. Accordio never holds your money. Fields are region-aware: US (routing and account), EU (IBAN and BIC), UK (sort code and account). Configure them in Settings → Payments.
Card payment (optional)
Connect your own Stripe in Settings → Integrations and every invoice gets a Pay with card button. Funds settle to your Stripe balance, charges appear in your Stripe Dashboard, and the payments sync into whatever accounting tools you've wired into Stripe. Stripe's usual processing fees apply (2.9% + 30¢ for US cards). Accordio adds nothing on top.
Status
- Draft. Still editing.
- Sent. Email delivered.
- Viewed. Client opened the pay page.
- Overdue. Past due date. Not paid.
- Paid. Plaid matched a deposit, Stripe collected the card payment, or you marked it paid.
- Void. Cancelled and excluded from reports.
Reminders
Send a reminder with one click. Or tell the agent to chase on a schedule. The tone doesn't torch the relationship.
Invoices from contracts
Signed contracts with milestones generate an invoice for each milestone in one click. Useful for fixed-price projects with phase billing, retainers, or expense reimbursements. Clone any past invoice to repeat it.
PDF export
Download any invoice as a PDF. Includes your logo, line items, payment status, and your bank details. Useful for records, offline sharing, or accounting.
Use your preferred LLM
Open these docs in ChatGPT, Claude, Gemini, Grok, or Perplexity.
Opens your LLM with this page prefilled as a prompt. The prompt is also copied to your clipboard as a fallback.