Invoices & Payments
Draft, invoice, send reminders and collect payment
31 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
Invoices ReceivedReview in one single spot the invoices that you, as a client, receive from firms using Monograph.
Managing Late FeesLearn how to manage late fees in your invoices, including how to set them up, apply charges, and ensure they are reflected accurately in your billing workflow.
Marking Invoices as UncollectibleMark an invoice as uncollectible when payment is no longer expected, helping keep your financial records accurate while retaining the invoice for reporting purposes.
Using the Invoice DesignerCreate and Customize Your Invoices
Previewing Your InvoiceReview your invoice before sending it to your clients.
Viewing Invoices in the Mobile AppLearn how to view invoices in the mobile app, including how to access invoice details, statuses, and balances while on the go.
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.
How To Sign Up for Stripe and Allow Invoice Payments Through Monograph-Updated ExperienceTake your projects from planned to paid!
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