Whether you own a bakery or are a home baker, a cake invoice is an essential part of your business. A cake invoice is a formal way to request payments from clients for the services you are providing for their weddings or birthday parties. The bakery invoice should include details of your business, clients, and orders. To make it easy to create an invoice, we're providing you with a step-by-step guide.

What Is The Difference Between A Cake Order Form & Cake Invoice?

A cake order form is great for jotting down the type of cakes and services potential clients want. The bakery order form can be completed by a customer online or staff member while speaking to a client in person or over the phone. When individuals confirm they are moving forward with your services, you provide them with a cake invoice. The invoice shows clients how you're pricing cakes and is a legal way to bill them for your work.

What To Include In A Cake Invoice

Similar to the birthday or wedding cakes you prepare for clients, your cake invoice must be detailed. The invoice gives you and your client an overview of the pricing and services you're providing at the event. Creating a comprehensive cake invoice will prevent miscommunication between you and your clients, ensuring your services meet their expectations. When making an invoice for your baked goods, consider including the following information.

Company Details

You should include your business's phone number, address, fax, email, and website in your bakery invoice. Having your contact information on the invoice allows clients to contact you if they have any questions. You can also add your company's logo on the top of the cake invoice to help build your reputation and showcase your professionalism.

Client Information

When you meet your clients for a cake tasting or cake consultation, ask them for their contact information. Including their full name, address, and other contact information, ensures the legality of the invoice and allows your team to get in touch with customers.

Invoice Number

Invoice numbers are an important aspect of every invoice you send because they allow you to track payments and document your income for tax purposes. Each invoice you send clients must have a unique number to prevent you from mixing up orders. You can set invoice numbers in chronological order or assign each client a different invoice number.

Invoice Date

Every invoice should include the date you sent it out. The date allows you and your clients to know when you billed them for your services. If your payment terms require customers to pay their invoices in 30 days, the invoice date helps them identify when they are due.

Cake Details

When creating a custom cake invoice for a client, consider making it detailed. Including information about the cake will allow your customer to confirm the invoice includes everything you two discussed. It also lets your bakers quickly identify the type of cake they're baking without needing to get in contact with you or the salesperson responsible for the order. Each bakery invoice you create should include the following details:

  • Cake decoration
  • Cake filling
  • Cake flavor
  • Cake frosting
  • Cake shape
  • Cake size

Cakes & Services Ordered

In each invoice, you should consider including all of the services you're providing for customers. For instance, if you're delivering the cake to the event and providing a cake cutting service, add those details in the cakes and services ordered section. Doing so gives you an overview of what your clients request to ensure you fulfill their orders.

Order Details

Many of your customers would like to see a price breakdown for each service they're receiving before submitting their payment. It allows them to gain an understanding of how much each service costs. Consider including the subtotal, sales tax, service fee, delivery fee, and other applicable charges for the event.

Delivery Details

It would be best to consider including a section in your custom cake invoice that details how clients will receive their orders. If customers request that you deliver the cake to their wedding or birthday party, you can charge a delivery fee based on how many miles the event is from your business. This section should also include what time the cake will be picked up or delivered to ensure the cake gets to your clients before their event begins.

Appreciation Note

To show customers that you're thankful to them for choosing your business, think about adding a personalized note. A simple "thank you for choosing us" or "hope your event is magnificent" will make your clients feel special.

Terms & Conditions

This section informs your clients when payments are due to prevent confusion. You should also consider clarifying the forms of payments your business accepts and currency if you're providing services for someone from a different country.

Create A Cake Invoice With Ease

A birthday or wedding cake invoice is a vital part of any bakery. It's a legal document that you use to charge clients and track payments. To start appropriately billing clients for your work, follow our detailed guide on how to create a cake invoice.