What's on the Invoice PDF

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

Written By Dennis Rodin

Last updated About 7 hours ago

[Screenshot: A full Invoice PDF showing all sections]

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.

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.

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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