Invoicing & getting paid

Invoicing is a module you enable when you’re ready to bill. It connects time, the ledger, and payments.

Generating an invoice

Generate an invoice for a client and Acculio gathers their submitted, approved, billable, rated, un-invoiced entries into draft lines. You can review before committing.

The lifecycle

Invoices move through clear states:

• Draft — editable; nothing has been posted.
• Finalized — the invoice is numbered and a journal entry is posted to your ledger (debit Accounts Receivable, credit Revenue). Finalizing is the point of no return; corrections are made by voiding, never editing.
• Sent — delivered to the client.
• Paid — settled in full.
• Void — reversed; the underlying entries return to billable.

Getting paid

With Stripe Connect, your firm is the merchant of record. Onboard once, then collect card payments against an invoice. For v1, clients pay through Stripe’s hosted, PCI-compliant page linked from the invoice — no card details ever touch Acculio.

Note

Stripe is integration-pending until you add your keys. Until then, payment actions show a clear “not configured yet” message instead of failing.

LEDES export

For corporate and insurer clients who require electronic billing, export any finalized invoice as LEDES 1998B, 1998BI, or XML. Always validate the file against your client’s e-billing portal before relying on it. LEDES export is part of the Acculio Legal module.