Payments & reminders

Getting paid faster is the whole point. With Monograph Payments (powered by Stripe), clients can pay an invoice online, and Monograph tracks the status for you.

Turn on online payments

1. Go to Settings → Stripe (or Settings → Organization → Online Payments) and click Get started / Connect.

2. Complete the Stripe sign-up (business and bank details).

Once connected, you’ll be able to offer credit card and ACH payment on invoices. Signing up is free — Stripe charges standard processing fees, which you can optionally pass to the client as a convenience fee when sending.

How clients pay

When you send an invoice, the client gets an email with a payment link. They click Pay Invoice → Continue to Payment, enter their email, choose ACH or Credit card, and pay — as a guest or by saving their info for next time.

• Funds arrive in roughly 3–5 business days (up to 3 for card, 5 for ACH).
• If a client’s smaller/local bank isn’t listed, a bank account can be connected manually to complete payment.

Paid status is automatic

When a client pays through Monograph, the invoice flips to Paid on its own — and to Paid in QuickBooks too, if connected (QBO Plus/Advanced, with payout info set up).

Partial payments

Electronic payments through Monograph must be paid in full — but you can still track partial payments made outside the system:

• Click Add Payment on an invoice (or from the Invoices tab), choose Partial payment, and enter the amount.
• The remaining balance updates as you record more, until it hits $0 and shows Paid.

Partial payments are reflected in the Invoices tab, Project Financials, and reports. (If a client wants to pay electronically in parts, split the amount into separate invoices instead.)

Invoice reminders

Chase overdue invoices automatically or manually.

Automated: open an invoice’s Preview page → Reminder Emails. Set reminders before, on, and after the due date, pick the recipients, and choose once or every N days until paid. Recurring reminders stop once the invoice is paid, marked uncollectible, has a payment processing, or you turn them off.

Manual: on the Invoices page, click the ⋯ next to an invoice → Send Reminder, choose contacts, add an optional note, and Send.

Mark paid or uncollectible

• Paid happens automatically for Monograph Payments; otherwise use Add Payment → Paid in full.
• Uncollectible — when payment is no longer expected, mark an invoice uncollectible (from the Invoices page or its Preview) to keep records accurate while retaining it for reporting. This is irreversible.

Related

Create & send an invoiceBuild and send the invoice first.

Managing invoicesStatuses, write-offs, and accounts receivable.

QuickBooks Online syncKeep payments in sync with accounting.