You as a client have received an invoice sent by a firm that uses Monograph - now what? Continue reading to learn more about how clients can create a client account to pay an invoice, save payment information for future use, and view invoice history.

Invoices that are sent via email with a payment link can be paid through Monograph Payments (powered by Stripe). To view the invoice, click on the View & Pay Invoice button or the provided invoice link that will arrive via email.

Once you've reviewed the invoice and are ready to make a payment, proceed by clicking Checkout as Guest or Login to Pay.

If it's your first time making a payment through Monograph and the payment method should be saved for future use, select Checkout as Guest, and you will have the option to create an account after making the payment.

To checkout as a guest, first select the payment method that will be used. Then, enter the necessary bank account or credit card information, as well as your full name and email address.

After reviewing that all of the information is correct, click Pay to proceed with the payment. You will receive an email confirmation that includes the receipt shortly after paying.

Once your payment is processed, you will be given the option to create a client account and save your payment method for future use.

To note: Depending on the payment options that are enabled, your Payment Method view may vary. If you have questions about payment methods, please contact the firm that is requesting payment.

🚨 If your bank doesn't appear as an option to select in the search bar, you will need to manually connect your bank account instead.

Click here to learn how to manually connect a bank account.

To save your payment details for future invoices, simply enter your email address to create a free account and click Next.

While creating an account isn't required, you'll enjoy a faster checkout experience and will have the ability to view any invoices that are sent out of Monograph going forward.

After clicking Next, you'll receive a confirmation email with a link. Click the Verify Email Address button to complete your account setup and access your invoice list within Monograph.

Once you've created a free account in Monograph for payments, any future invoices can quickly be paid using saved payment information.

Click on the Login to Pay option in your invoice to be taken to the Login page. Enter your email address and click Next.

From here, you'll receive an email containing a link that will allow you to log in and pay (no password will be needed).

If the email isn't received within a few minutes, click Resend email. If the email still doesn't arrive, please reach out to our Support team for further assistance.

After logging in successfully, click on Pay Now. This will open a new page showing any previously saved payment methods.

Select the payment method that should be used to complete the invoice payment. If a new bank account or credit card needs to be added, click New payment method.

Once the applicable account/card has been selected, click Pay to complete the payment. You will receive an email confirmation that includes the receipt shortly after paying.

Once payment is completed, the transaction will automatically be marked as paid, and you'll see the updated invoice status in your account.

🚨 If your bank doesn't appear as an option to select in the search bar, you will need to manually connect your bank account instead.

Click here to learn how to manually connect a bank account.

After creating an account to save your payment information, any invoices that you are sent via email will appear in a list. You will also see the total dollar amounts for any Paid, Unpaid, and Past Due invoices.

Use the filters at the top of the page to narrow down the list of invoices that appear. The total dollar amounts will also be updated based on the filters that are applied.

The sorting order for the invoices in the table can be adjusted by clicking on the header of the column that you'd like to sort by. This table will show all of the most relevant information related to the invoice, including the payment status, the payment method that was used, and when it was paid.

Click on an invoice number to open a copy of the invoice. If a payment is outstanding, click Pay Now or open the invoice to make a payment.

If you are a Monograph subscriber and create an account for making payments to other firms, any invoices that you are sent going forward will appear in Invoices > Invoices Received.

To add or edit your saved payment methods at any time, click on your name in the bottom left corner of the screen and select Manage Payment Methods.

A new page will appear with your basic information. Click on View Payment Methods to see a list of any saved payment methods.

Click on + New Credit Card or + New Bank Account to add the new payment information. To edit an existing payment method, click Edit. To delete an existing payment method, click on the "X" button.

Please see below for FAQs about making payments in Monograph.

If you're unable to click on the "View & Pay Invoice" button that is including in your invoice email, copy the URL that is included directly below the button and paste into your browser.

You are not required to create a free Monograph account to view an invoice or make a payment. However, you will need to make an account in order to save payment information for future use.

Yes! You can pay an invoice from any mobile device.

🚨 ACH Payments are only available for US-based customers. Canadian PAD is not supported.

Click here to learn more about Payments, Fees, and Funding.