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Collaborative Consultants: How to Sign Up for Stripe Payments

How to sign up for Stripe in Monograph as a collaborative consultant

Updated over a week ago

Cut invoicing time in half by collecting payment straight from Monograph, without the need for external apps.

Using Monograph Payments allows you to get paid in 3 easy steps.

  1. Send an invoice to your collaborative firm via email

  2. The firm receives a link and pays via bank or card

  3. Money is sent to your account

Continue reading below for more information on setting up Stripe and Monograph to start getting paid!


πŸ“š Have questions about payments? Visit our Payments FAQ for information on Conveniences Fees and more.


Setting Up and Connecting Stripe

Monograph uses Stripe to get you paid quickly and keep your personal and payment information secure. To set up your Stripe account and connect it to Monograph, navigate to Settings > Organization > Online Payments and click on Connect next to Stripe.


🚨 If you have an existing Stripe account, you’ll still need to create a new Stripe through Monograph. This will be separate from any existing Stripe account that you may have.


From there, enter your mobile number and email address that should be associated with your new Stripe account. We recommend using the same email address you used to sign up for Monograph.

After continuing to the next page, you'll be prompted to enter the verification code sent to your phone.

If you don't receive the code within a few minutes, click Resend code.

After entering the verification code, you'll go through a series of pages asking for the following information* for identity verification purposes:

  • Business Type

    • Individual

    • Business

    • Nonprofit Organization

  • Personal Details

    • Legal name

    • Email address

    • DOB

    • Home address

    • Phone number

    • SSN

  • Business Details

    • Industry - at this time, "Architecture" is not an option that Stripe provides; however, you may choose "Consulting" or "Other Business Option" based on what applies to your business

    • Business Website

  • Bank Account *this is the account that you'll use to receive payments

    • Type (Bank or Debit)

    • Routing / Account or Card information

*The steps above may vary slightly depending on what type of business you select when setting up your account.

After entering all of the required business and identification information, you'll want to review your details for accuracy and click Next.

You may receive a Missing required information warning that asks for a Proof of Identity Document. Click on Update to add the required documentation.

From here, you'll have the option to take a picture with your phone or webcam. You can also upload a file.

After clicking Next, Stripe will attempt to verify your identification. Once verified, click on Submit. If the connection is successful, you'll see a pop-up stating that your Stripe integration has been successful and you're ready to start accepting payments.

Stripe will also appear as "Connected" with an option to View Dashboard.


Getting Paid!

Depending on the payment type, you should receive funds between 3 - 5 business days (up to 3 days via Credit Card, up to 5 days ACH) after the payment has been approved. Assuming there is no negative balance to pay off (e.g. because of refunds or disputes), then the total amount will be sent.

πŸ“š See the Payments FAQ for more information on payment processing and other payment questions. To note: some FAQs may apply only to paid Monograph accounts and not free collaborative accounts.


Stripe Dashboard

The Stripe Dashboard allows you to see money that is on the way from the collaborative firm and an overview of the activity within your account.

  • On the way - payments that have been made but are processing

  • Not paid out yet - payments that have been processed but have not yet been paid out to your bank account

  • Total earnings - the total earnings that you have made which have been paid out through Monograph within a specified period of time

  • Activity - the history of all of your payments that were made using Monograph within a specified period of time or filtered to a specific activity

To update your Stripe account information, click on the "πŸ‘€" icon in the upper right corner to access your account details. Here, you can update your login information and language preferences, as well as the payout and professional details, that you entered when setting up the account.


πŸ“± In a hurry? Visit your phone's App Store to download the Stripe Express app and track your payments on the go.

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