Instrumentl is your one-stop shop for the full grant lifecycle, including post-award! Our robust Payments tracking feature helps you monitor awards, financials, and disbursements with ease.
Visualize and document incoming funds for awarded grants, whether they arrive in installments or lump sums, so you always know when to expect your next payment. Capture the awarded amount, expected payment date, and actual receipt date — all in one place. You can also:
Add notes to individual grant payments
Export payment data via the Awards Report
View interactive payment statistics in the Awards View tab, broken down by amount, funder type, and grant year
Payments tracking is a feature exclusive to the Pre-Award Plan and higher.
Navigate to 'Payments'
To locate the Payments section of a funding opportunity saved in one of your projects (or the Unassigned Tracker):
Start from the Tracker or Awards View.
Select an opportunity to open its saved grant page.
Make sure the status is set to Awarded (- Active or - Closed).
Navigate to the Financials tab within the saved grant page.
Scroll down to the section titled 'Payments'.
Payments fields
Awarded opportunities include the following fields under 'Payments': Date Expected, Date Received, Amount, and Details.
There's also a running total of the amount you have received vs. the amount you expect to receive.
You can add any other notes about that specific payment by clicking + Add Details, located directly below each payment entry.
Once you add these fields, you can track the specific payment dates and amounts for each awarded opportunity and stay on top of your finances.
This information will also roll up into your Awards View, allowing you to monitor payment progress at a glance.
Payment statistics in Awards View
Navigate to the Awards View from the left navigation bar by selecting Awards. This will direct you to the Awards View for All Projects.
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Alternatively, from within a project, select Awards at the top of the screen to view the Awards View for that project only.
The Awards View displays a visual of each award's payment progress at a glance, indicating '% received'. The graph accounts for both the expected amount and the received amount to ensure you're up to date on payments.
Hover your cursor over the graph for an award to see the dollar ($) amounts of received payments vs forthcoming payments.
Note on filtering by year
The Awards View and the Awards Report will filter years by grant period, not by the fiscal year of the deadline (as the Tracker and Opportunities Report do). If the grant period of an award overlaps with the selected year(s) filtered in the Awards View or Awards Report, the opportunity will appear.
E.g., if you select the year 2026, you'll see any awarded grants with a grant period that occurs in any part of 2026 (whether for the full FY or a few days).
Payments in the Awards Report
We’ve added columns to the Awards Report so you can export payments tracking details as well! You can filter the Awards Report by year.
If an awarded opportunity has associated payment data, the payment information will be included in the Awards Report. These additional payment tracking columns include Payment Amount, Payment Date Expected, Payment Date Received, and Payment Notes.
Interested in expense management and budget tracking? Check out our new Instrumentl Spenddown feature available starting on the Full Lifecycle Plan!
Contact us 
If you have any questions about Payments tracking, reach out to our friendly Support team via the Messenger bubble when logged in, or email us at hello@instrumentl.com.