What's on the Receipt PDF

Understand every section of the receipt that MonuDesk generates when you log a payment.

Written By Dennis Rodin

Last updated About 7 hours ago

[Screenshot: A full receipt PDF showing all sections]

MonuDesk automatically generates a receipt each time you log a payment. The receipt is saved in the order's Files section under the Financial Document category.

Header information

The top left shows:

  • Order Number, Issue Date (the date the order was created),

  • Payment Terms (the deposit split you selected, for example "30% down, 70% before installation"),

  • Sales Rep (the team member who created the order),

  • Timeframe (the scheduling selection from Step 2, for example "June - August"),

  • Order Type (the monument type, such as "Upright" or "Bevel Marker"),

  • Cemetery, Section, and Lot / Space added from step 2 of the “+ New quote” window

The top right shows:

From with your company name, address, and phone number (pulled from Settings → Company Profile).

Bill To with the customer's name, address, phone, and email (pulled from the client information in Step 1).

Item lines

A table showing each component of the order:

  • Die shows the granite color, dimensions, finish, and quantity.

  • Base shows the same details for the base.

  • Vase, Porcelain, and Etching show the selected options. Custom accessories display their description.

Each line shows the Quantity and Amount.

Totals

Below the items you'll see:

  • Sales Tax (calculated from your tax rate in Settings → Company Profile).

  • Deposit Due (the deposit amount from the payment plan).

  • Balance Due (what's still owed after the deposit).

  • Total Amount Due (the full order total).

The key difference from the invoice is that the receipt reflects the payment that was just logged. The totals update to show the current paid and remaining balance after this specific payment.

Design Information

Shows the decedent's name, date of birth, date of death, and epitaph as entered in the Sketch & Inscription step.

Order Notes

Displays whatever was entered in the Order Notes field during the monument configuration.

Signature lines

At the bottom you'll see two signature lines: Signed (for the customer) and Accepted By (for your company). Below it says "Please verify spelling and dates before signing."

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