Features Below Available To: ✅ Grow Plan ✅ Track Plan ❌ Free Plan
If you’re a Monograph subscriber and create an account to make payments to other firms, any invoices you receive going forward will appear under Money > Invoices Received.
After creating an account to save your payment information, any invoices sent to you via email will appear in the Invoices Received page. You’ll also see the total amounts for Paid, Unpaid, and Past Due invoices.
To apply a filter, click Filters, select the filter type(s) you’d like to use, and then choose the specific criteria for each one.
Company - displays invoices associated with a specific Monograph company
Project - displays invoices associated with a specific project
Status - show invoices based on the invoice status
Paid - The invoice has been paid in full
Partially Paid - A partial payment has been made to the invoice.
Past due - The due date for the invoice has passed, and it is now due for payment
Unpaid - Status is unpaid, but the due date has not yet passed
Different parts of the Invoices Received Page
The Invoices received page includes the following columns. Use the arrows to sort each column, continue reading to learn more of each column.
🚨 If you’re seeing invoices from your own firm that were sent to your clients, it’s likely that your firm was CC’d on those invoices.
Invoice number
Click the purple invoice number to be directed to the invoice's preview
Company/Contact
The company or contact associated with the invoice
Project name
Displays the name of the project associated with the contact or company. This information is pulled directly from the project record in Monograph.
Issue Date
The Issue Date indicates when the invoice was issued in Monograph.
Status
Displays the current state of each invoice, such as Paid, Past Due, Partially Paid, or Unpaid.
Hover over the Payment status to view more details about the payment's history. For example, see whether the payment was made in two payments or if there is a partial payment associated with it.
The image below reflects an invoice that was paid in full through multiple partial payments:
Additionally, an invoice can still have a past-due balance even if it has received multiple partial payments.
Due Date
Identify the date by which the invoice is due to be paid.
Payment Method
The Payment Method column shows how the invoice was paid—such as by credit card, bank transfer, check, or any other recorded method. If no payment has been entered, this field will typically appear blank.
Paid date
The Paid Date column shows the date the invoice was marked as fully paid in Monograph. This reflects when the payment was recorded, not necessarily the exact date it was received—especially if it was entered retroactively.
If an invoice is marked as paid in full but includes multiple partial payments, you can hover over the yellow alert to view the corresponding payment dates and amounts.
If the invoice has not been paid yet, click the Pay Now button to be taken directly to the payment page.
📖 Users with can view invoices permission will have access to this page