How to Manage Your Company Profile
Update your company details, tax rate, and order numbering.
Written By Dennis Rodin
Last updated 17 days ago
Go to Settings → Company Profile to manage your company information. Everything here is used on customer-facing documents like invoices, receipts, and system emails.
Company Profile opens as a short menu. One section holds your company details and tax rate, and a separate Order & Quote Numbering section holds your numbering settings. Click either one to open it.
Company details
Company Name, Contact Name, Address, Country, State, Phone, and Email. These appear on your invoices, receipts, and any emails the system sends to customers.
If your company has more than one office, customer documents prefer that order's office address for the "From" block and fall back to your Company Profile details when an office field is blank. Single-office companies always use the Company Profile.
Tax rate
Enter your Sales Tax % here. This percentage is the default tax rate used on orders.
If a cemetery is assigned to a county or zone with its own tax rate, that county rate is used instead. The Sales Tax % here is the fallback for any cemetery without a county assigned.
The tax you collect from these rates is summarized on the Tax Report Insights page, which breaks the totals down by cemetery, county, or month for accounting and audit prep.
Learn more: How the Pricing Panel Works, How to Use the Tax Report
Order and quote numbering
Configure the prefix and next number for your orders. For example, if your prefix is "MO" and the next number is 1001, your next order will be numbered MO-1001.
Editing an order number on a specific order
Order numbers are also editable on individual orders. Open any order, click the order number at the top left, type a new value, and press Enter to save.
Format rules:
Up to 10 characters
Letters, numbers, and dashes are allowed (for example, "HM-26055" or "26033")
Must be unique. The system will block the change if another order already uses the number you typed.
When you set a custom number on an individual order, the auto-increment in your settings is not affected. The next new order will continue counting from the next number field above.
Numbering with multiple offices
If your company has more than one active office, MonuDesk adds a location code to the front of every order and quote number so you can tell at a glance which office it belongs to.
The location code is your company location prefix (the default is "L") followed by that office's location number. For example, an order at your second office reads L2-ORD-123. Single-office shops are unaffected and keep plain numbers like the example above.
The location prefix is a company-wide setting that defaults to "L", and each office's number is assigned automatically when you add it under Settings → Office Locations. Your company prefix and next number above still control the rest of the number.
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