Customizing Invoice, Job Sheet, and Receipt Display

• Control which fields appear on your invoices, job sheets, and receipts
• Customize the look of your PDF documents to match your bakery's needs
• Apply changes instantly to all future PDF generations

Overview

BakeOnyx lets you decide exactly what information appears on your printed or emailed documents. Whether you want to hide certain pricing details, remove customer notes, or streamline your job sheets, the document display settings give you full control over your PDF output.

Each document type—invoices, job sheets, and receipts—has its own set of customizable fields organized by category. You can toggle fields on or off with a single click, and your changes take effect immediately on the next document you generate.

Accessing Document Display Settings

1. Log in to your BakeOnyx dashboard
2. Click Settings in the left sidebar
3. Select Documents from the settings menu
4. You'll see three tabs: Invoice, Job Sheet, and Receipt

Customizing Your Invoice

The Invoice tab controls what appears on customer invoices. You'll find 22 configurable fields organized into categories:

• Bakery Info: Your business name, logo, address, phone, and email
• Customer Info: Customer name, address, contact details, and account number
• Order Details: Order date, due date, item descriptions, and quantities
• Amounts: Subtotal, tax, discounts, and total due
• Content: Payment terms, notes, and custom messages

To show or hide a field, simply toggle the switch next to it. Fields are visible by default, so you only need to turn off the ones you don't want customers to see.

Customizing Your Job Sheet

The Job Sheet tab controls what your bakery staff sees on internal job sheets. With 17 configurable fields, you can streamline your production workflow by hiding unnecessary information.

Common job sheet fields include:

• Order number and customer name
• Delivery or pickup date and time
• Item list with quantities and special instructions
• Dietary notes and allergen information
• Pricing and profit margin data

For example, if your bakers don't need to see customer contact information, turn off those fields to keep the sheet focused on production details.

Customizing Your Receipt

The Receipt tab controls what appears on receipts given to customers at pickup or delivery. With 13 fields, receipts are typically simpler than invoices.

Receipt fields usually include:

• Business name and contact info
• Order summary and items
• Total amount paid
• Payment method and transaction details
• Thank you message or custom notes

Keep receipts clean and professional by showing only essential information—business details, items ordered, and the total.

When Changes Take Effect

Your customization changes are saved instantly, but they only apply to PDFs generated after you make the change. Any invoices, job sheets, or receipts created before your update will keep their original format. This means you can safely adjust settings without affecting past documents.

Best Practices

• Keep it simple: Show only the fields your customers or staff actually need. Too much information can be confusing.
• Test before rolling out: Generate a test invoice, job sheet, or receipt to see how your changes look before using them with real orders.
• Review periodically: As your bakery grows, your document needs may change. Revisit these settings quarterly to ensure they still match your workflow.

Next Steps

• Customize your email templates to match your document branding
• Return to Getting Started for an overview of BakeOnyx features
• Learn about subscription plans to see which document customization features are included in your plan