What's on the Invoice PDF

Understand every section of the invoice that MonuDesk generates for your customers.

Written By Dennis Rodin

Last updated 16 days ago

MonuDesk automatically generates an invoice when you confirm an order. The invoice is saved in the order's Files section under the Financial Document category.

Empty fields: If you skipped optional fields when creating the order (cemetery, color, finish, size), the PDF renders Not specified in those positions instead of leaving blank space. Fill in the missing fields from Edit Order and regenerate the PDF to update it.

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. Dimensions display in the same format you entered them. If you typed in feet-inches, they show in feet-inches. If you typed in inches, they show in inches.

  • 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).

Below the totals: "A deposit is required before any work can begin on this order."

Design Information

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

If multiple drawings were uploaded to the order, all of them appear here. One drawing shows at full width. Two drawings show side by side. Three or more drawings stack vertically. Sketches built in the Sketch & Inscription step are treated the same way and appear in this section alongside any uploaded drawings.

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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