Invoice PDF and payment status
Once an invoice exists in Accupe, you can download it as a PDF, email it to your client, and, if you've connected Stripe, collect payment through a link. This article covers the invoice detail page and how an invoice moves through its payment lifecycle.
Opening an invoice
Select any invoice from the Invoices list to open its detail page. The header shows the invoice number, a status badge, and the client name, which links through to the client's contact record when one is linked. The status badge uses the same overdue logic described in Creating and managing invoices, so a Sent invoice past its due date shows as Overdue here too, even before the stored record has changed.
Downloading the PDF
Select PDF on the invoice detail page. This is available to anyone with view_financials access, it doesn't require manage_invoices. It downloads a PDF built from the invoice's line items, amounts, and dates, delivered as a direct file attachment.
Moving an invoice through its lifecycle
Emailing an invoice
Select Email and you'll be asked to confirm: "Email this invoice to the client? Sends a branded PDF to the client's email on file." Select Send to confirm. Accupe sends to the email address on the invoice's linked client record; if the invoice has no linked client, or that client has no email on file, the send fails with a no-recipient error. Emailing a Draft invoice this way also flips it to Sent and records the time it was sent, so you don't need to separately select Mark sent beforehand.
Accepting card payment
If your firm has connected Stripe under Settings > Integrations and card charges are enabled, any unpaid invoice, meaning not Paid and not Void, shows a Copy pay link button. Selecting it copies a payment link specific to that invoice to your clipboard, ready to paste into an email or message, with a confirmation that the link was copied.
If Stripe isn't connected yet, you'll see a plain text link inviting you to connect Stripe to accept cards instead, which takes you through to Settings > Integrations to set it up.
The amounts and dates panel
Every invoice detail page shows the Total in your firm's currency, GBP by default, or AED if your firm's region is set to UAE, alongside four date fields: Issued, Due, Sent, and Paid. Any date that hasn't happened yet shows as a dash. If the invoice has line items, they're listed in a table with Description, Qty, Unit, and Amount columns. If the invoice has notes attached, they appear in their own panel underneath.
Note: Marking an invoice Paid doesn't require the client to have used the Stripe pay link. You can mark any Sent or Overdue invoice as paid manually once you've confirmed payment through whatever channel it actually arrived on, whether that's bank transfer, cheque, cash, or Stripe.