What's on the Receipt PDF
Understand every section of the receipt that MonuDesk generates when you log a payment.
Written By Dennis Rodin
Last updated 16 days ago
MonuDesk automatically generates a receipt each time you log a payment. The receipt is saved in the order's Files section under the Financial Document category.
Empty fields: If you skipped optional fields when creating the order (cemetery, color, finish, size), the PDF renders Not specified in those positions instead of leaving blank space. Fill in the missing fields from Edit Order and regenerate the PDF to update it.
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.
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).
The key difference from the invoice is that the receipt reflects the payment that was just logged. The totals update to show the current paid and remaining balance after this specific payment.
Design Information
Shows the decedent's name, date of birth, date of death, and epitaph as entered in the Sketch & Inscription step.
If multiple drawings were uploaded to the order, all of them appear here. One drawing shows at full width. Two drawings show side by side. Three or more drawings stack vertically. Sketches built in the Sketch & Inscription step are treated the same way and appear in this section alongside any uploaded drawings.
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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