The Payments Report will show a record of all payments received over the selected time frame, whether the invoice was manually 'Marked as Paid' or automatically 'Marked as Paid' via Monograph Payments.

💡If you are a Monograph Payments user, information specific to the use of that feature will be denoted with a 💰 throughout this article.

To access the Payments Report, click Money in the Menu Bar on the left-hand side of the screen and select Payments in the sub-menu.

💡 The calendar will default to the last month but the date range can be updated as needed using the date range selector. The calendar saves your most recent date selection and lets you choose dates up to one year before your subscription began.

When you navigate to this report, you will see a date range selector and a Total Amount, which is the total dollar amount of all invoices that have been paid through Monograph or manually marked as Paid.

The table below will include the following columns:

💰 Payments Users Note: Now that your client has paid, both the Amount and the Convenience Fee will be noted. If the fee was passed on to the client, then there will be a person icon in the convenience fee column.

🚨 Partial payments will result in an individual invoice appearing in the list twice.

In the top right of the screen are two export options. Both of these reports will be emailed to your email address after selecting 'Export'. Depending on the size of the report, it may take a few minutes prior to hitting your inbox.

The Export > Payments option will email you a .csv that will mirror the information shown on the page, based on the date range selected.

The Export > All Transactions option will export an overview of the transaction history for each invoice over the selected date range. The columns included are:

*If you have passed on your convenience fees, then the fees will be broken out separately.

💡 Export Transactions is a valuable report to send to your accountant or bookkeeper every month so that they can reconcile the journal entries, or manipulate the .csv for importing into your accounting system.

All of the information you see on the screen comes directly from all invoices created in Monograph that have been paid through Monograph or manually marked as Paid.

In order for information to appear on this report, you must create invoices through Monograph.

Select a date range and head to Payments. This will show you all invoices that have been marked as paid either manually or through Monograph Payments.

Admin users will have access to this report by default. Only users with "View Financial Reports" enabled will be able to access the Payments Report. In order to allow other users to have access, you'll want to make sure you have 'View Financial Reports' enabled.

If you do not see the Reports option, it means your current access level does not permit you to see Financial Reports. Please speak to an Admin for assistance.