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 client via email

  2. Your client 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!

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

New to invoicing in Monograph in general? Click here to learn 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 > Integrations 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.

Setting up Payments in Monograph

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

  • Company Info - company's general information such as name, currency, and logo

  • Company Address - company's address

  • Client Email Settings - sender name and reply-to email address

  • Brand Colors - branding colors that appear in the body of the invoice emails sent to clients, as well as the colors used within the Invoice Preview when a client is paying through Monograph

  • Regional Preferences - manage timezone, locale, and currency

Sending Payment Requests to Clients

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.

🚨 Only invoices using the new invoice layout are able to use Payments in Monograph. Legacy invoices cannot be paid through Monograph.

Before sending your invoice to clients, you will be able to choose how you would like the invoice to be paid.

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 the below pop-up will walk you through the two steps to have this invoice sent to your client.

The Send to email address will default to the email that is associated with the client's billing information but it can be manually edited from here if necessary.

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. 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.

💡 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.

If the Activity Log says "Payment Awaiting Action", this means that the client chose manual bank verification and we are waiting for them to verify their bank details with Stripe.

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.

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

After clicking Continue to Payment, the client will enter their email address and card information. They also have the option to save their information for secure 1-click checkout for future ease of use.

When ready, the client will click Pay.

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

Getting Paid!

Depending on the payment type, you should receive funds between 3 - 5 business days. 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.

Viewing Payments

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 - the Paid column includes the totals of all payments made towards each phase.

Project Invoices - 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.

Stripe Dashboard

The Stripe Dashboard allows you to see money that is on the way from clients 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 "👤" 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.

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