How to Manage Your Company Profile

Update your company details, tax rate, and order numbering.

Written By Dennis Rodin

Last updated 7 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.

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 field previews the logo on a checkerboard so you can see whether the background is really see-through, and there is a one-click background eraser for a logo that arrives sitting in a solid white box, which otherwise prints as a pale rectangle. Any image file up to 5MB is 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 come out exactly as they did before.

Tax rate

Enter your Sales Tax % here. This percentage is the default tax rate used on orders.

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, 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 tooltip on the order's tax line tells you which source is being used.

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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