Invoices & Payments
Draft, invoice, send reminders and collect payment
24 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 ReportCreate invoices faster by starting with the Unbilled Report, a list of all your billable projects with unbilled time.
Managing BillsHow to upload & manage bills
Building Your InvoiceA step-by-step guide on building your invoice in Monograph
Invoice TemplatesStreamline and customize invoicing by creating reusable templates
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.
Invoice Display Options for Consultant ServicesChoosing 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
Write Off TimeAccurately account for only the billable time on a project that will be invoiced
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.
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.
Balance ReportReview all of your Stripe payouts and any associated payments.
Taxes Report