If you own a bakery, you know that the behind-the-scenes work is not all fun and games. Running a bakery takes more than just creativity and culinary skills - you also need to be good at business. Part of being in business is knowing how to create an invoice template.
A professional invoice template helps you keep track of all the flour, sugar, eggs, butter, and love that goes into each of your creations. Plus, it's a great way to keep track of your finances and make sure you're getting paid for all the hard work you put in.
Why you should send professional bakery invoices
Chances are you didn’t get into the bakery business to become an expert in accounting. But the fact is, running a successful bakery requires excellent financial planning and record-keeping. This is where creating a professional invoice comes in.
Here's why an invoice is crucial for your bakery business:
- It sets the tone for your business. Bakery businesses are all about the product, but that doesn’t mean the paperwork should be an afterthought. A well-designed bakery invoice shows that you take your business seriously and care about the details.
- It helps you keep track of your finances. When you're dealing with food, there are a lot of expenses - from ingredients of your baked goods to packaging. An invoice template can help you keep track of all your expenses so you can see exactly how much profit you're making.
- It's a great way to stay organized. When you're running a business, there are a lot of moving parts. An invoice template can help you keep track of all your orders and make sure you're staying on top of everything.
That said, you need an invoice template to save time when creating invoices. If you’re not using an invoice template, chances are you’re spending way too much time creating invoices from scratch -- time that could be better spent on other aspects of your business.
What should be included in your bakery invoice?
Now that we've gone over the basics of what an invoice is and why you need one, let's get into the nitty-gritty of what should be included on your bakery invoice template.
Here are the essential elements:
Your name and contact details
You should include your name, address, phone number, unique invoice number, website address, and email address. This way, your clients will be able to reach you if they have any questions.
The client's name and contact information
Directly beneath your contact information, you should include the client's name and contact information. This will help you to keep track of who owes you money, and how to get in touch with them if there are any questions about the invoice.
A description of the work performed
This is where you'll describe the work that you performed for the client. Be sure to be as specific as possible, so that there is no confusion about what was done. For example, if you baked a wedding cake, including the number of tiers, flavor, filling, and decoration.
The date the work was performed
It's important to include the date the work was performed and invoice date on the invoice template as it will help your clients to know when the work was done.
The total costs
This is the most important part of the invoice – be sure to include the total price of your bakery items, hourly rate, delivery rates, price of special orders, and the total amount that the client owes you. If there are any taxes or other fees, be sure to include those as well.
Your payment terms
Lastly, you'll need to include your payment terms on your bakery invoice templates. This will let your clients know when they need to pay the invoice, and how you prefer to be paid. Make it clear to clients if they can pay via cash, debit card, PayPal, or other payment methods.
You can include a statement about late payments, such as "a $25 fee will be applied to all invoices paid after the due date." This will help discourage late payments.
Tips for creating and sending bakery invoices
Now that you know what should be included on your invoice, let's go over some tips to help you create the perfect bakery invoice template.
The footer is a great place to add some personal touches to your invoice. In addition to your business name and contact information, you could also include some of your favorite bakery recommendations.
You could also include a quote about baking or a personal message. These recommendations will show your clients that you care about more than just getting paid – you want them to have the best experience possible.
Also, you can use the footer to promote some of your other services, such as catering or event planning. This is a great way to upsell your customers and increase your revenue.
Don't be afraid to experiment
Your invoice is a reflection of your business. If you have a fun and funky bakery, try to find an invoice that matches your personality and sweet treats. If you bake for more sophisticated palates, look for an elegant design.
Create a personal connection
Include a handwritten note thanking your customer for their business, or slip in a coupon for their next order. Something as simple as this can really go a long way in creating a personal connection with your customers and encouraging them to continue doing business with you.
Use Bonsai's Free Bakery Invoice Template
Creating a bakery invoice template from scratch can be time-consuming for most bakers. You can avoid all the guesswork and use our free bakery invoice template -- you don't need to stress over Google Sheets, Google Docs, or Excel. With Bonsai, you can create and send professional invoices with minimal hassle and get paid for your hard work within no time. All you need to do is customize your bakery template to fit your baking company and client – and then send it.
Aside from unlimited invoices, our platform also offers:
- A freelancer business checking account
- Accounting solutions
- Contract templates, and so much more
Sign up for a free account today.