Invoices & Payments
How to utilize Monograph's Invoicing and Payments features.
23 articles
Using the Invoice OverviewA high-level view of your invoice data
Invoices PageAn index of all of your projects' invoices.
How to Use the Unbilled ReportNever lose track of unbilled work again.
Managing BillsHow to upload & manage bills
Building Your InvoiceA step-by-step guide on building your invoice in Monograph
Batch Create InvoicesHow to generate multiple draft invoices at once.
Using Retainers in MonographRetainers are an important tool to enhance relationships and reduce risk between your firm and your clients.
Different Views for Consultants in Invoice DesignerChoosing the right view for consultants when invoicing
How to add Terms to your InvoicesHow to add new terms to your invoice in Monograph -- ex. Net 15, Net 30, etc.
Setting up Tax Rates in MonographCalculate and track taxes
Invoice RemindersHow to set up invoice reminders for your clients.
Frequently Asked Questions about InvoicesAdditional insight on Invoices
How To Sign Up for Stripe and Allow Invoice Payments Through MonographTake your projects from planned to paid!
Using Partial Payments with InvoicesMarking an Invoice as partially paid in Monograph
Payments FAQsFrequently asked questions about making Payments in Monograph
How to Pay a Project Invoice in MonographA guide to client accounts paying project invoices using Monograph.
Manual Bank VerificationHow to manually connect a bank account to use when paying invoices sent through Monograph
Monograph Payments - Information RequirementsAs regulations are updated, your Monograph Payments account with Stripe may require additional information to stay compliant.
Invoice Reports
Reports related to Invoices and Payments
Accounts Receivable ReportReview any open and past due invoices in one place.
Payments ReportQuickly review any invoices that have been marked as Paid in Monograph.
Deposits ReportReview all of your Stripe payouts and any associated payments.
Taxes Report