Financial Manager and online payment resources

The resources on this page offer helpful information for using the USPTO's next generation fee payment tools. If you need assistance, send an email to sends e-mail) or call the USPTO Contact Center at 1-800-786-9199 (select option 3, then option 4).



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Financial Manager Reports Handbook

In Financial Manager, you can generate and download transaction search reports and monthly statements for transactions completed within the last eight years. The Financial Manager Reports Handbook explains how Financial Manager reports are structured and includes tips to help you quickly find the information you need.



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Introduction to the USPTO Payment Page

USPTO storefronts now connect to Financial Manager, allowing customers to pay with a stored payment method and eliminating the need to manually enter detailed payment information. This guide explains the USPTO payment page.



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Financial Manager Quick Start Guide

This guide outlines steps you can take to quickly get started in Financial Manager. Financial Manager also offers enhanced transaction reports and monthly statements that you may view online or download in a variety of formats.



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Financial Manager Comprehensive User Guide

This comprehensive user guide provides step by step instructions and diagrams on how to use Financial Manager. It outlines capabilities based on your user permissions so that you can quickly find the information you need based on your role.



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Introduction to Financial Manager User Permissions

Financial Manager's user permissions feature allow you to grant others access to your stored payment methods. This introduction can help you decide which permissions you'd like to assign other users within your organization.



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Introduction to Bulk File Payments

In the Patent Maintenance Fees Storefront, signed in users have the option to upload a bulk file to pay any number of patent maintenance fees at once. This introduction explains bulk file payments and provides helpful hints to get started.