Order Details
View order details, manage documents, log payments, and track your notes.
- How to Open an OrderView the full details of any order on your board.
- How to Edit an OrderYou can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way
- What the Order Overview ShowsEverything you see when you open an order, including who's assigned, decedent names, and the price summary.
- How to Log a PaymentRecord a payment you collected outside MonuDesk - cash, check, bank transfer, ACH or a card run elsewhere - so the order balance, the receipt and your QuickBooks books all stay right.
- What Happens When a Customer OverpaysWhat MonuDesk shows when a payment exceeds the order total.
- How to View and Download DocumentsFind, view, rename and delete an order's documents, tell the customer about a file you uploaded, and choose which images go on each generated PDF.
- How Internal Notes WorkAdd staff-only notes on any order, @mention teammates or a partner company's staff, and edit an order's Design Notes from Notes & Files.
- How the Activity Timeline WorksSee every payment, document, stage move and portal action on an order, with who did each one, and record work that happened off-system.
- How to Duplicate an OrderCopy an order's configuration, customer info, to-dos and lettering work order from the three-dot menu, and know what the copy leaves behind.
- How to Correct or Remove a PaymentFix a wrong amount, date or method on a logged payment, or delete one from the wrong order, and watch the balance recalculate instantly.
- How to Use the Product GalleryBrowse every photo and drawing from your orders in one place, filed by monument or service type. A Pro feature.