Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
Setting Up Automatic Invoice Generation
Monograph allows firms to set a default automatic invoice generation that can be configured to streamline the process and ensure invoices are created consistently.
To set up automatic invoice generation, navigate to Settings by clicking the profile picture in the bottom-left corner, then select App Defaults.
When enabled in a project’s details, these configurations apply only to that project and override any firm-wide automatic invoice generation settings. To set specific Project automatic invoice generation, navigate to the Project details.
From there, go to the Invoicing & Expenses section and toggle on Enable automatic invoice generation. This will allow invoices for the previous month’s activity to be created automatically.
Want to customize automatically generated invoices for a specific project? Click here to learn more.
Setting up Automatic Invoice Generation
Invoice generation can be customized by adjusting the following settings:
Invoice Generation Day
Select how many days after the end of the month invoices should be generated. Enter the number of days in the field.
🚨 Invoice numbers will automatically increment based on your existing format. For example, if the last invoice was project number-032, the next generated invoice will be project number-033.
Issue Date
Choose how the invoice issue date should be set:
Last day of the month
First day of the month
Date of invoice generation
Invoice Terms
Select the default invoice terms from the dropdown menu. Learn how to create invoice terms here.
Fixed Fee Services
Choose how invoices should be generated for fixed fee phases:
Revenue Schedule: Invoice for the percentage of the phase budget set on the Revenue schedule
Unbilled Value: Invoice for the total value of time logged but not yet invoiced or written off through the last calendar month.
Time Logged This Month: Invoice for the value of time logged during the last calendar month.
Hourly Services
Select how invoices should be generated for hourly phases:
Unbilled Value: Uses unbilled amounts per role
Time Logged: Uses time logged per role during the service period
To note: Using time logged during the month can result in under or overbilling clients.
Expenses and consultant bills that have not yet been attached to an open invoice will be included during automatic invoice generation, regardless of the invoice’s service date.
Notification Recipients
This feature gives you control over which team members should be notified when invoices are created, ensuring the right people stay informed throughout the process.
🚨 Only profiles with the permission to view invoices and consultant bills can be added for notifications
Permissions
Admins have access to this feature by default. To grant access to other users, they must have the “Create invoices and consultant bills” permission, which allows them to access and configure the feature.
Additionally, only profiles with the “View invoices and consultant bills” permission can receive invoice generation notifications and alerts.