Activate your account with online payments

Activating your account means turning on online payments. This unlocks invoicing and lets your clients pay securely online, straight from the invoices you send. Monograph handles payments through Stripe.

Have these ready before you start

• A mobile phone for text-message verification
• Your email (ideally the one you use for Monograph)
• Personal details (legal name, date of birth, home address)
• The last 4 digits of your SSN (Stripe may occasionally ask for the full number)
• Business details (industry, website, business address)
• Bank account details for payouts
• A government-issued photo ID, in case Stripe asks

1. Connect Stripe

1. Go to Settings → Organization → Online Payments.

2. Click Connect next to Stripe.

3. Enter your mobile number and email, then enter the verification code sent to your phone.

Create a new Stripe connection

Even if you already have a Stripe account, create a new Stripe connection through Monograph. This ensures payments are processed correctly through the platform.

2. Verify your identity and business

Stripe will ask for details based on your business type:

• Personal: legal name, email, date of birth, home address, phone, and the last 4 digits of your SSN.
• Business: industry (choose Consulting or Other Business), website, and a bank account for payouts.
• Proof of identity: upload a government-issued ID if prompted.

3. Finish Stripe setup

1. Review your information for accuracy and upload any additional documents Stripe requests.

2. Click Next to submit.

3. Once Stripe verifies your details, you’ll see a confirmation, and Stripe will show as Connected with a link to view your dashboard.

4. Confirm your payment settings

Back in Settings → Organization, double-check the details that appear on what you send to clients:

• Company info — business name, currency, and logo
• Company address
• Client email settings — sender name and reply-to address for invoices and payment notifications
• Regional preferences — timezone, locale, and currency

Once these are saved, your account is fully activated — you’re ready to send invoices, collect payments, and track balances. 💰

Next steps

Create & send an invoiceBill a client for completed work.

Payments & remindersCollect payment and chase overdue invoices.