While partial payments cannot be made directly in Monograph, you can still track partial payments for any of your invoices. Invoices can be marked as partially paid in the Invoices section or on the invoice itself.

To mark an invoice as fully or partially paid, open the invoice you’d like to update and click Add Payment in the upper-right corner.

To update payment progress for multiple invoices, navigate to Money > Invoices and apply filters as needed. For example, using the Open filter will display only open invoices.

From the invoice list, select the purple Add Payment button on the invoice that needs to be marked as partially paid. This button may appear greyed out if the invoice is not yet open or has already been paid in full.

Once the Add Payment button is selected—either from an individual invoice or from the Invoices tab—a pop-up will appear allowing entry of the payment details. If the invoice was paid in full, select the Paid in full option and click Save. Reports throughout the app will update to reflect the completed payment.

If Partial payment is selected, the pop-up will update to allow entry of the payment amount, payment method, an optional internal note, and the date the payment was received.

If Send updated invoice to the client is selected, the pop-up will update again to allow entry of one or more email addresses for sending the updated invoice.

An invoice can have multiple partial payments. To record an additional partial payment, select Add Payment either from the individual invoice or from the Invoices page by clicking the three-dot menu in the far-right column, then choose Partial payment and enter the new payment details.

As additional payments are added, the remaining balance will update automatically.

To edit or remove a partial payment, navigate to Money > Invoices. From the invoice list, locate the invoice that needs to be updated and select the three-dot icon in the far-right column.

Selecting Edit partial payment will prefill the paid date and amount from the existing partial payment, allowing changes as needed. If Delete partial payment is selected, a warning will appear, as this action cannot be reversed.

Partial payment details are tracked in several areas within Monograph. The sections below outline where this information appears and how it is reflected across the app.

If Send updated invoice to client is selected when recording a partial payment, the invoice will be emailed directly from Monograph. The client will receive an automated email (see image below) that references the invoice, confirms the partial payment amount applied, and includes the date the payment was received, helping keep payment records clear and up to date for both parties.

From the client's view, selecting View Invoice will open the updated invoice and show the new balance after the partial payment is applied. In Monograph, the remaining amount due will be clearly highlighted in red.

The invoice will also display the amount previously paid at the bottom, making it easy for the client to track payments.

In addition to the client-facing updates on the invoice, the activity log is also updated to reflect each partial payment. This creates a clear record of payments and shows which team member entered the partial payment information.

Additionally, at the top of the invoice, the remaining balance will update continuously as payments are applied. Once the invoice is paid in full, the reminder banner will disappear, and the Add Payment button will update to display Paid.

If a retainer and/or taxes are used, those amounts will be shown separately from the previously paid total, as illustrated below.

Each time a partial payment is recorded, the invoice will update accordingly. Once the invoice is paid in full, the remaining balance due will be updated to $0.

Partial payments are tracked in multiple areas of the app, including the Invoices tab, Project Financials, and the Invoices and Payments report. Any area of the app that references the paid amount on an invoice will reflect partial payments. More detailed tracking locations are outlined below.

On the Invoices page, partial payments are reflected in both the Status and Activity columns. When an invoice is partially paid, the remaining balance due is shown below. If that remaining amount becomes past due, it will be displayed in red.

On the Project Financials page, partial payments are distributed evenly by percentage across the invoice. There is no ability to apply payments to specific line items. Instead, Monograph applies the payment proportionally.

For example, if an invoice total is $100 and $75 has been paid, 75% of the payment is applied evenly across each phase, leaving 25% of each line item remaining. The remaining amounts will appear in the Open column, and if those amounts become past due, they will be displayed in red.

Can partial payments be made through Monograph payments?

At this time, partial payments cannot be made through Monograph payments. Electronic payments made via Monograph can only be paid in full.

If you have the Stripe connection enabled and a customer requests to make a partial payment, you will need to go back into Monograph and create separate invoices reflecting the amounts the client wants to pay and resend them.

If a partial payment is made outside of Monograph, the remainder of the invoice cannot be paid through Monograph payments.