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Invoice Customization

Customize your invoice footer, payment terms, logo size, and privacy policy link.

Invoice Customization

What you'll learn

  • How to add footer text to your invoices (like bank details or payment instructions)
  • How to set default payment terms and customize your invoice header
  • How to add a privacy policy link and adjust your logo size on invoices

Access Invoice Settings

To customize how your invoices look and what information they display, start by navigating to your invoice settings.

  1. Log in to BakeOnyx and go to Settings from the main menu
  2. Click Invoice Customization (or look for the invoice icon in the settings sidebar)
  3. You'll see the invoice settings page with all customizable fields ready to edit
BakeOnyx invoice customization settings page showing footer text, payment terms, logo size, and privacy policy fields

Add Invoice Footer Text

Your invoice footer appears at the bottom of every invoice PDF you send to customers. This is the perfect place for bank details, payment instructions, or a thank-you message.

  1. Find the Invoice Footer text field
  2. Click in the field and type your footer content
  3. You can include multiple lines — press Enter to create line breaks
  4. Common examples include:
    • Bank account details and routing information
    • "Thank you for your order!"
    • Payment method instructions (e.g., "Checks payable to [Your Bakery Name]")
    • Your business phone number or website
  5. Click Save Changes when you're done
Tip: Keep your footer text concise and easy to read. Customers often scan invoices quickly, so highlight the most important payment or contact information.

Set Default Payment Terms

Payment terms tell your customers when payment is due. You can set a default that appears on all invoices.

  1. Locate the Default Payment Terms field
  2. Enter your standard payment terms (examples: "Due upon receipt", "Net 30", "Due within 14 days")
  3. This text will automatically appear on every new invoice you create
  4. Click Save Changes
Note: You can override the default payment terms on individual invoices if needed — the default is just a starting point for convenience.

Customize Your Logo and Header

Control how your bakery logo appears on invoices by adjusting its display size.

  1. Find the Logo Display Size option
  2. Choose from Small, Medium, or Large
  3. Preview how your logo will look at each size
  4. Select the size that best matches your branding and fits well with your invoice layout
  5. Click Save Changes

Add a Privacy Policy Link (Optional)

If you want to include a link to your privacy policy on digital invoices, you can add it here.

  1. Find the Privacy Policy URL field
  2. Paste the full URL to your privacy policy (example: https://yourbakery.com/privacy)
  3. Leave this field blank if you don't want a privacy link on your invoices
  4. Click Save Changes

Set Invoice Number Format (Advanced)

You can also customize how your invoice numbers are formatted and add a prefix.

  1. Look for Invoice Number Prefix and Invoice Number Format fields
  2. Enter a prefix if desired (example: "INV-" so invoices are numbered INV-001, INV-002, etc.)
  3. Adjust the format settings to match your preferences
  4. Click Save Changes
Warning: Changes to invoice customization apply to all future invoices. Previously created invoices keep their original formatting. If you need to change past invoices, you'll need to regenerate them.

When Changes Take Effect

All customization changes are applied immediately to new invoices you create. Existing invoices are not affected. This means you can safely update your footer text, payment terms, or logo size without worrying about changing past customer records.

If you need to control which specific sections appear on your invoices (like hiding the due date or customer notes), visit Document Display Settings instead.

Next steps

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