How to Manage Your Company Profile
Update your company details, tax rate, and order numbering.
Written By Dennis Rodin
Last updated 15 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 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.
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.
Related articles: