Firms that get paid through Monograph Payroll get paid, on average, 2x faster than those who don't! 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.

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

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

New to invoicing in Monograph in general? Click here to learn more!

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:

*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.

After you've connected to Stripe, you'll want to update your payment settings within Monograph. Navigate to Settings > Organization to ensure that the following sections are updated, as this information will appear on your invoices.

After you've created the invoice, you'll want to review it for accuracy before clicking Mark as Open to finalize it. After it's marked as Open, click on Send Invoice & Payment Link.

Before sending your invoice to clients, you will be able to choose how you would like the invoice to be paid, either with a credit card, or ACH. If you are not yet connected to Stripe, then this will not show as an option.

🚨 Canadian PAD and ACH payments are not supported.

Once you have selected the Payment settings, then the ability to pass the convenience fee will become an option.

🚨 Please check your local and state laws regarding passing on convenience fees to ensure compliance. If you are unsure whether such laws apply, consult with your legal counsel.

Once you choose how you would like to be able to have the invoice paid and confirm that your invoice is accurate and ready to share, you will click on Open and Share. After clicking Open and Share, a pop-up will walk you through the two steps to have this invoice sent to your client.

The Send to email address will first default to the email that is associated with the client's billing information, but it can be manually edited from here if necessary. All subsequent invoices for the project will continue to use the same email addresses by default until they are edited again.

Additionally, you can include a custom email message to include in the invoice's email. The email message will default to the last message that was used. Please note that there is a 500-character limit, and for security reasons, no URLs can be included.

Once you've made any necessary adjustments, click Send.

After the invoice has been sent, the Activity will update to show when the invoice was sent and the email address where it was sent.

You'll also see a pop-up notification confirming that the payment was sent successfully.

If any payment reminders need to be set up, this can be done from the invoice's Preview page.

💡 The invoice's Activity Log details allow you to see a record of history for the invoice. This includes when an invoice is created, when the client views the invoice, when the invoice's status changes, and when the client has paid or partially paid.

Once your client receives the email requesting payment, they can click View & Pay Invoice or can reply to the email if they have questions regarding the payment.

A new page will open to show the invoice details and a snapshot of the amount due, status, and due date. Here, your client can choose to Print or Download PDF if they need to save the invoice for their records.

Your client will then click Pay Invoice to proceed with payment.

If you elected to pass on the convenience fee on the invoice, then they will see additional information including the amount that will be added to their bill.

To make the payment, your client will first select their payment method, which depends on the options selected when setting up the invoice.

Note: If only one payment method was selected, then only one payment method will appear as an option.
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After clicking Continue to Payment, the client will enter their email address and card information. When ready, the client will click Pay.

After the payment is made, the invoice will update to appear as Paid.

If passing on the convenience fee was elected, then the invoice will update to show the Convenience fee paid below the new grand total.

💡 If a client is making a partial payment, it will need to be made outside of Monograph. Partial payments can be manually recorded from the Invoice page. Learn more.

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.

📚 See the Payments FAQ for more information on payment processing and other payment questions. For more information on what the client experiences on their end, follow this link.

To note: if a client verifies their bank account manually rather than connecting it to Stripe, it can increase the payment timeline by 2-4 business days.

As a project's invoices are paid, in addition to the Paid amount being reflected on the Invoice and in the Stripe Dashboard, two other areas will also reflect the paid amounts:

Project Financials Report - navigate to Projects, select the applicable project, and then click on the Financials tab. Here, the Paid column includes the totals of all payments made towards each phase.

Project Invoices - navigate to Money > Invoices and search for the applicable invoice. Here, the Activity column displays the latest activity on the invoice. Hover over the description under Activity to see more detail on the last action that took place. Navigating to the far right and selecting the button highlighted below in red will allow you to customize your column view to select options like Payment Type and Convenience Fee.

Invoices & Payments Report - navigate to Money > Payments and select the applicable date range. This report will give insights into your Accounts Receivable, show day-by-day transaction activity, and also Payouts into your account. You can learn more here.

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To disable payments and prevent clients from paying invoices in Monograph, the payment options will need to be deselected for any applicable invoices.

To do this, navigate to the specific invoice and click on it to open the invoice's Preview page. Then, click on the Payment Options drop-down and then Edit.

From here, uncheck the payment options that should no longer be accepted.

If online payment options should be disabled for future invoices for that particular project, check the "Yes, please keep online payment disabled for future invoices" option before clicking Save.

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

To update your Stripe account information, click on the "👤" 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.

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