Features Below Available To: ✅ Grow Plan ✅ Track Plan ✅ Free Plan
The Invoices page (Money > Invoices) provides a list of all projects' invoices and relevant payment information, at a glance. It also shows the total dollar amount of all invoices based on the filters that are applied.
If your firm has a paid Monograph subscription and you are collaborating with other firms on projects, the Invoice index page will include a mix of bills and invoices from other Monograph firms and consultants, as well as any bills that your firm has uploaded.
Choose which columns should appear within the table by clicking on the column icon in the upper right corner. Whichever columns are selected will remain until the next time that any columns are selected or deselected. These can be adjusted at any time.
By default, the Invoice Index is sorted by Status, in the order of Draft, Open, Past Due, and Paid.
Clicking on any of the column headers will allow you to sort invoices by that specific column in ascending order. Clicking the same column header a second time will sort by descending order, and then clicking on the same column header a third time will change the sorting back to the original order.
Invoices can be sorted by any of the columns:
Invoice #
The number included on the invoice
Project #
The number associated with the project
Project Name
The name of the project
Client
The client that is associated with the "Bill to" details in the invoice
Amount
The total due on the invoice
Issue Date
The date that the invoice was marked as Open
Status
The status of the payment (if the invoice is being paid through Monograph)
Due Date
The due date included on the invoice
Paid Date
The date that the invoice was marked as Paid (will automatically update if being paid through Monograph)
Payment Type
The type of payment that was used (if the invoice was paid through Monograph)
Convenience Fee
The Convenience Fee associated with the invoice (if the invoice was paid through Monograph). If the Convenience Fee was passed on to the client, then a person icon will appear next to the amount.
Additionally, filters can be used to narrow down the invoices that appear.
Search Invoices - allows you to search for specific invoices
Date Range - filter invoices by a specified date range. The date range filter remembers the last selected dates.
Status - filters by payment statuses
Draft, Open, Partially Paid, Paid, Past Due, and Unpaid (includes both Open and Past Due)
Client - filters by client name
Multiple projects may be associated with the same client
Project - filters by project name
Category - filters by project category
As filters are added, the Total in the upper-left corner will update to show the total dollar amount for the invoices that are shown, based on the filters that are selected.
Marking an Invoice as Paid
If an invoice is paid through Monograph, the Paid status will automatically update to reflect accordingly. All Invoices paid outside of Monograph will need to be manually updated.
Once an invoice's payment has been received, it can be marked as paid manually by clicking on Mark as Paid under "Paid Date" on the Invoices page. Alternatively, the invoice can be marked as Partially Paid if the client did not pay the full amount due.
Click Save once the date is selected.
The Activity column displays the latest activity on the invoice. This includes when the invoice is sent, viewed by the client, paid, etc. Hover over the status in the Activity column to see more details such as "who" and "when".
Additional Actions:
Several additional actions are available under the three-dot menu located on the far right of the invoices.
Add Internal Comment - This action opens the invoice and allows an internal comment to be added in the activity section. These comments remain visible only to internal team members.
Send Reminders - Selecting this option provides a way to send a reminder to clients, choose the appropriate recipients, and include an optional note.
Download as PDF - Generates a PDF version of the invoice for quick download.
Duplicate - Creates an identical copy of the current invoice in Draft status, useful when reusing or adjusting invoice details.
Delete - Removes the invoice permanently from the firm’s records. Please note that once deleted, an invoice cannot be recovered.
📚 Learn more about building an invoice or how to use payments in Monograph.
Exporting Options
Export Invoices
To export the Invoice Index as a CSV file, click on the More button > Export invoices in the upper right corner. This will include all rows and columns that are included in the table at the time of the export.
Export all Transactions
This option generates a CSV file containing a detailed journal of all invoice-related transactions within the selected date range. The export includes the following columns: Date, Account, Description, Debit, and Credit. Each row represents a transaction entry, such as invoice issuance, payments, payment processing fees, convenience fees (if applicable), and payouts.
Manage templates
Navigating to More > Manage Templates opens the Templates tab under Settings, where invoice templates can be managed and customized for client invoicing.
📖 For detailed information on creating, editing, or customizing invoice templates, click here.
If no templates exist for the firm, the template builder will open automatically when selecting New Invoice.
💡 Use the Unbilled Report to see any project's total and current unbilled amounts compared to what was planned and has been invoiced.