To activate your Monograph account for invoicing, collecting payments, and more, you'll need to enable e-payments by connecting to Stripe.
Watch the walkthrough video below, presented by our Chief Product Officer, Ashish Desai, as he demonstrates how to connect your Monograph account with Stripe and enable e-payments for seamless client invoicing.
🏆 Get Ready! Before you proceed with the enabling e-Payments be sure to review the list of requirements needed to activate!
Follow along with the walkthrough using these simple steps to enable e-payments.
1. Connect Stripe to Monograph
Go to Settings > Organization > Online Payments and click Connect next to Stripe.
If you have an existing Stripe account, you’ll need to create a new Stripe account through Monograph (separate from any existing one).
Enter your mobile number and email address (preferably the one used for Monograph).
Enter the verification code sent to your phone (click Resend code if needed).
2. Complete Identity & Business Verification
Provide the required details based on your business type:
Personal Details: Legal name, email, DOB, home address, phone number, Last 4 Digits of Social Security Number*
Business Details: Industry (choose "Consulting" or "Other Business"), website, and bank account details.
Proof of Identity: If prompted, upload a valid ID (photo capture or file upload).
*️⃣ The standard connection process only requires the last 4 digits of the Social Security Number. However, in some cases, additional verification may be needed, and you may be prompted to provide the full Social Security Number.
3. Finalize Stripe Setup
Review details for accuracy and click Next.
If required, upload missing documents.
Stripe will verify your information; once successful, you’ll receive a confirmation message.
Stripe will show as Connected with an option to View Dashboard.
4. Configure Payment Settings in Monograph
Navigate to Settings > Organization and update:
Company Info – Business name, currency, and logo.
Company Address – Ensure correct address details.
Client Email Settings – Set sender name and reply-to email.
Regional Preferences – Adjust timezone, locale, and currency.
Once complete, your account will be fully activated—ready for invoicing, accepting payments, and more with Monograph! 💰