To begin invoicing and collecting payments through Monograph, you’ll need to activate your account by enabling e-payments and connecting to Stripe. This quick setup allows your clients to pay invoices securely online and ensures your billing workflows are ready to go.
If you need help during this process, reach out to our Customer Experience team. Depending on your plan, this may be your Launch Manager or our Support team.
This guided video is included to give you a visual walkthrough of each step.
Before You Begin: Requirements Checklist
Make sure you have the following on hand before starting the activation process:
Mobile phone for SMS verification
Email address (ideally the same one used for Monograph)
Basic personal details (legal name, DOB, home address)
Last 4 digits of your SSN (full SSN may be requested if additional verification is needed)
Business details (industry, website, business address)
Bank account details for payouts
Valid government ID (photo upload may be required)
☑️ Step 1: Connect Stripe to Monograph
Go to Settings → Organization → Online Payments
Click Connect next to Stripe
Enter your mobile number and email address
Enter the verification code sent to your phone (you can resend if needed)
💥 Important! Even if you already have a Stripe account, you must create a new Stripe connection through Monograph. This ensures payments are processed correctly through the platform.
☑️ Step 2: Complete Identity & Business Verification
Stripe will ask for the required details based on your business type.
Personal Details
Legal name
Email address
Date of birth
Home address
Phone number
Last 4 digits of your SSN. In most cases, only the last 4 digits are required, but Stripe may ask for your full SSN if additional verification is needed.
Business Details
Industry (choose “Consulting” or “Other Business”)
Website
Bank account information for payouts
Proof of Identity (If Prompted)
Upload a valid government-issued ID (photo capture or upload)
☑️ Step 3: Finalize Stripe Setup
Review your information for accuracy
Upload any additional documents if requested
Click Next to submit
Once Stripe verifies your details, you’ll see a confirmation message
When complete, Stripe will display as Connected, with a link to View Dashboard.
☑️ Step 4: Configure Payment Settings in Monograph
After Stripe is connected, confirm your firm’s billing and communication details.
Go to Settings → Organization and review:
Company Info: Business name, Currency, Logo
Company Address
Client Email Settings: Customize your sender name, set your reply-to email for invoices and payment notifications
Regional Preferences: Timezone, Locale, Currency
Once these details are saved, your Monograph account is fully activated and ready for sending invoices, collecting e-payments, tracking balances, and getting paid! 💰