How to Manage Your Company Profile

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 with three rows: Company Profile holds your company details and tax rate, Order & Quote Numbering holds your order and quote numbering settings (and, for companies in Germany, Austria or Switzerland, the invoice prefix), and Language sets the language everyone at your company sees. Click a row to open it.

Company details

Company Name, Contact Name, Address, Country, Phone and Email. These appear on your invoices, receipts, and any emails the system sends to customers.

Website sits under Phone and Email, with the note Shown in the customer portal as a "Visit Website" link. Type it the way you know it, such as romemonument.com, www.romemonument.com or a full link, and MonuDesk saves it as a full https:// address. An entry that is not a web address shows "Enter a web address like www.monumentworks.com." To remove your website, empty the field and click Save. Without a website, the portal shows no website link. The website is company-wide: on an order of one of your offices, the portal shows that office's phone, email and address together with the company website.

Country offers the United States, Canada, Germany, Austria and Switzerland, and the Address search suggests addresses in the country you pick. Picking a suggestion puts the street line in the Address field (in Germany, Austria and Switzerland street then house number, such as Brunnenstraße 23), and MonuDesk keeps the city, state and ZIP from the same pick. Click Save and the button shows a check and Saved for a moment. Your country also sets a few rules: companies in the United States and Canada are offered MonuPay and number each invoice after its order, and companies in Germany, Austria or Switzerland get the German contract terms, finish presets described in words, the German stone list and one company-wide invoice number series. Learn more: Using MonuDesk in English or German

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.

Your logo

This screen holds your company logo. Upload it here and it prints on every document MonuDesk generates: quote, invoice, receipt, contract, shop ticket, purchase order and foundation order.

A Left / Center / Right control sets where the logo lands on the page, with a live mock-document preview showing the result. On the printed page the logo sits inside the same margin as the document text: a Right logo lines up with the right edge of the text block, and a Center logo sits at the exact center of the page. Left placement shifts the document title across to the right. To swap the image, click the logo thumbnail itself and choose a new file. Delete clears it.

The Size on documents slider sets how large the logo prints, as a percentage, and the preview updates as you drag. Each office can carry its own size value.

The field previews the logo on a checkerboard so you can see whether the background is really see-through. Remove background strips a solid background from a logo that arrives sitting in a white box, which otherwise prints as a pale rectangle. PNG, JPG or SVG files up to 5MB are accepted.

Each office can also carry its own logo, uploaded on Settings → Office Locations. An office's own logo wins over the company logo here, and an office with no logo of its own falls back to it. If there is no logo in either place, your documents print without a logo.

Tax rate

Enter your Sales Tax % here. This percentage is the default tax rate used on orders. A new company in Germany, Austria or Switzerland starts with its national VAT rate here (Germany 19%, Austria 20%, Switzerland 8.1%) and with Automatic Tax Calculation, the US county tax lookup, switched off.

It is the last fallback rather than the only rate. An order's tax rate is resolved in this order: a rate typed by hand on the order (on a new quote only while Automatic Tax Calculation is off), then (when Automatic Tax Calculation is on) the rate for the purchaser's ZIP code, then the cemetery's county or zone rate, then the Default tax rate on the order's location in Settings → Office Locations, and finally the Sales Tax % here. The question mark next to the rate on the pricing card tells you which source is being used.

While Automatic Tax Calculation is turned on in Settings → Taxes, the Sales Tax % field here is greyed out, with the note Used as the fallback rate when Auto Tax Calculation can't find a more specific rate for a ZIP, county, or office. To change the fallback rate, turn Automatic Tax Calculation off, update the Sales Tax % and save, then turn it back on. Learn more: How Automatic Tax Calculation Works

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.

Invoice numbers

How invoices are numbered depends on your company's country.

• Outside Germany, Austria and Switzerland (the United States and Canada), the invoice number is the order number plus a counter that goes up with each newly generated invoice, for example ORD-53-1 and then ORD-53-2. The order's Documents list shows it as Invoice #ORD-53-1. There is no invoice prefix to set.

• In Germany, Austria and Switzerland, invoices are numbered in one gapless series for the whole company: your invoice prefix plus a 5-digit number, for example RE-00001, RE-00002. Set the prefix in Order & Quote Numbering under Invoice prefix, a row only these companies see. The help text reads "Invoice numbers look like RE-00001. Each order keeps its number once issued." An order gets its invoice number and issue date the first time its invoice is generated, and keeps both on every later download. New companies in these countries start with the prefix RE.

A re-downloaded invoice shows the order's current amounts. The contract and the quote show the order number, and the QuickBooks invoice number is the order number too.

Language

The Language row sets the language for your whole company: "Everyone at your company sees MonuDesk in this language and gets their emails and notifications in it." Pick English or Deutsch under Company language and MonuDesk switches straight away, with no Save button. Your teammates follow on their next page load or sign-in, your documents print in the new language, and families see the customer portal in it, whatever language their browser uses. Switching to Deutsch also shows every size in centimetres. Only people whose role can edit settings can change the language.

Related articles:

• How the Pricing Panel Works

• How to Manage Team Members

• How to Set Up Counties or Zones

• How to Use the Tax Report