Create & send an invoice

Monograph builds invoices straight from your project data, so you’re billing against real fees and logged hours instead of rebuilding everything in a spreadsheet.

Draft an invoice

1. Go to Invoices and click New Invoice.

2. Select the project you’re billing for. Monograph pulls in that project’s phases and fees.

3. Choose how to bill each line:

   • Percent complete — bill a percentage of a fixed phase fee.
   • Fixed amount — enter a specific dollar amount.
   • Time & materials — bill the hours logged during the period.

4. Set the invoice date and billing period.

Bill for time and materials

When billing T&M, set the billing period first — Monograph will pull in exactly the time and expenses logged in that window so nothing is missed or double-billed.

Review before sending

1. Check the line items and totals. Edit any description inline to clarify the work for your client.

2. Add a note or payment terms if you want them to appear on the invoice.

3. Click Preview to see the client-facing PDF exactly as they’ll receive it.

Send it

1. Click Send and enter your client’s email (or send yourself a copy first).

2. Monograph emails a branded invoice with a link to view and pay online.

3. The invoice moves to Sent, and you can track its status from the Invoices list.

Note

Once sent, an invoice’s status updates automatically as payment comes in. To chase unpaid invoices, see Payments & reminders.

Next steps

Payments & remindersCollect payment and send automatic reminders.

QuickBooks Online syncKeep invoices and payments in sync with QBO.